All new clients will be given access to their own secured Dropbox folder which will be broken down into several further folders such as HMRC, Banking, Accounts etc. You will get an email where you complete a 2 minute registration online or if you’re already a Dropbox user then you simply accept our invitation.
We expect clients to save any files they wish to share with us on here, so for instance if you choose our online bookkeeping solution, then simply scan your invoices and receipts and save within your Dropbox.
We will save any files we want to share with you within this folder, so for example if on of our Chartered Accountants update your management accounts then these would be instantly available on your folder which you can access via your computer, smart phone or any Apple or Android mobile device.
Don’t have time to scan? Or don’t have a scanner?
Don’t worry just use the traditional post and we will get the information on Dropbox for you using our postal service.
Information on Dropbox
Since its grand debut in 2008, Dropbox has played on the simplified idea of cloud-based filing. Users essentially create an account, upload a file, and suddenly they can not only access it from any device or location, but they can share it with others as well.
Dropbox is a free service for taking or sending any files to any person or computer, phone (iPhone, Android, Blackberry), or iPad. Any file saved to the user’s Dropbox folder will automatically save to all of the devices assigned access to that folder. Files can be shared among one user’s various electronic devices, and other users can be authorised to have access to all or only some of the files too.
A shared folder is one of the main features of Dropbox. They make it possible for multiple users to share files with each other, prompting collaboration and group document management.
We store everything and exchange and collaborate on files just like you would in any server environment. The main difference, of course, is that our Dropbox server is in the cloud and can easily be accessed on the move.
Dropbox enables file sharing on computers, iPhones, iPads, Android mobile devices, and on Blackberry. Dropbox is easy to use, with very few technical skills necessary.
Let’s say you’ve received something from HMRC or you want to share something with us, but the file is too large to e-mail. With the public branded link feature you can upload files into a Public folder, and then grab a download link that can be passed to anyone. This allows users access the files without accessing the actual folder.
File recovery is always a delicious option. By default, Dropbox saves a history of all deleted and earlier versions of files for 30 days. Giving you peace of mind that all your records are in our server so nothing to worry about if you lose your records or you computer crashes. HMRC also accept electronic copy of records and is also a green option completely eliminating making copies and sending through the post for instance.
Sync with your computer
You can store absolutely any folder on your computer within Dropbox, thereby syncing all your files in the cloud. Just right-click the folder, go to the Location tab, and click the Move button to relocate the folder to your Dropbox directory. Boom! Now all of your work files are accessible from any device and automatically backed up to Dropbox.