Use SafelyFiled to organize your clients’ important documents, whether in paper or digital form, in one system
Keep everything safe from flood and fire
Make sure your clients (and their families) can always find their important documents
Keep your name in front of your clients – remind them it was you who helped them
You can use the best of modern technology to help organize your clients even if you aren’t a tech expert. SafelyFiled was designed to be easy to use – by anybody!
What Is SafelyFiled?
It’s A New Way to Organize Important Documents
For Today: No matter how well you’ve organized your clients, it’s still easy for them to misplace important documents they don’t use often. Car titles, birth certificates, immunization records, and warranties are often not where they thought they put them.
For Tomorrow: No matter how well organized your clients are, if they become incapacitated or die, their loved ones will still have to figure out what they saved and where they put it.
Designed for the average computer user, SafelyFiled is the perfect place to store and organize all your clients’ important documents online - safely and securely.
Boost Your Business With SafelyFiled – Become A Sponsor
Set your clients up with a SafelyFiled membership. You can either pay for their first (or more) year, or you can offer them a discount. Here are the advantages:
Keep your name in front of your clients. Whenever your clients log in, they’ll see your logo and contact information, right on the top of the page. SafelyFiled can be branded just for you.
Automatic referrals. SafelyFiled is made for families to share. So if your client gives her sister access to mom’s living will or any other document, her sister will see your name, logo and contact information.
You can upload documents if your clients ask you to. As a sponsor, you’ll have access to client’s folders to upload important documents. You can have access for as long as your clients want. What a great reason for a yearly checkup!
You’ll be an innovator. SafelyFiled is the only service that organizes both digital and paper documents in one system. Bring the power and convenience of the Internet to your clients. For your clients concerned about security, let them know that security is not an afterthought for SafelyFiled, but is the core or our service. Designed by a computer security expert, we built the security first, and then everything else around it. (Have them check out our security page.)
Your clients will remember you when it’s important. One of the most important and sensitive services many professional organizers offer is organizing estates or helping families when mom or dad downsize. Your name and logo on the top of the account likely makes you the first person the family will turn to for organizing help.
It’s Easy for You to Use
No matter what your level of computer proficiency is, you’ll appreciate SafelyFiled’s “drag and drop” uploads and its clean, intuitive design.
You can duplicate your or your clients’ folders or organizational system easily. And sponsoring clients is as easy as 123. Just go to the “Manage Sponsorship” page and
- Input the type of sponsorship and the number of clients you wish to sponsor
- Upload your logo and type a message for the top of your client’s pages.
- Then, just copy the form email we provide, modify it if you want and send out the invitation under your own email address.
With an Internet connection, you can even do it from your laptop or smart pad right in your clients’ homes.
And if it gets a bit confusing, don’t worry. Our help desk is there for you.
It’s Easy for Your Clients to Use
SafelyFiled was designed for the average computer user. With drag and drop uploads, mobile phone uploads and a clean, intuitive design, anybody can learn to use SafelyFiled in minutes. Our patent pending system lets you or your clients easily record the locations of originals and duplicate their existing filing systems. It also lets their loved ones know where everything is.