Client Portal

Welcome to the Marshall’s Secure Client Portal

 
docSAFE allows you to securely store and retrieve your documentation anytime, anywhere. You can also work with us together on files so we can share information and you will be able to access records 24/7 at your convenience.

  • Compliant, safe and secure file exchange
  • More secure than e-mail and fully encrypted
  • Electronic signatures
  • Access via your pc, laptop, iPad, or smart phone
 

docSAFE Desktop


email:

password:

forgot password | docSAFE Mobile

 

docSAFE Mobile

Please access docSAFE via the following link for better functionality when using a handheld device:
A woman sitting at a table with a laptop

Please click on the link to read our user guide.

For help on how to sign a file using Approve+ click here.

Please keep your password safe. However if you’ve forgotten it, use the forgot password link.

If you would like to discuss the service further please contact us direct.

Discover how we can help

Retirement Planning

Advice on choosing Pre Retirement Planning and at Retirement Planning Schemes

Final Salary Scheme

Providing a full analysis of the benefits offered by Final Salary/Defined benefit scheme

Financial Planning

Financial Planning, Inheritance Tax Planning, and Investment Planning Advice

Corporate Services

From Group Sick Pay Schemes to Succession Planning for business owners, we can help.