Chapter Three Consulting
  • Home
  • About us
    • About us
    • Team
    • Services
    • FAQs
    • ISO Certification
    • Testimonials
    • Our Partners
  • Services
    • Licensing
    • CCTV
    • ISO 9001
    • ISO 27001
    • GDPR
    • COMPLIANCE
    • Training Platform
    • Onboarding
  • Contact
  • PPL Insights ISO 27001 Case Study
  • OneFix ISO 9001 Case Study
  • Bright ISO 27001 Case Study
  • Helpdesq ISO 27001 Case Study
  • Brittain Marketing Case Study
  • Walton Heath Case Study
  • SimplyVAT Case Study
  • Cumberland Hotel Case Study
  • Clark Brownscombe Case Study
  • Helpdesq Case Study

ONBOARDING

​The Onboarding Revolution

Improve the way you sign up and check new clients

Any business that collects personal data in the form of documentation, i.e. passport, drivers’ licence, proof of address etc is responsible for ensuring that they are kept safe and secure in accordance with data protection legislation.

Imagine a portal where documents can be uploaded directly into a secure Cloud storage location.

We provide a cost effective solution where documents can be transferred securely, kept for as long as necessary and deleted as appropriate.

​Improve the way you sign up and validate new clients:
  • Automate your engagement letter
  • Enable clients to sign forms and contracts online
  • Facilitate the secure transfer of documents required
  • Get instant ID checks and verification

​Initial information to create an account and document upload can be managed internally or externally by the customer themselves.

​Keep track and monitor your clients in one central location, helping you to stay compliant with data protection laws.

​Ideal for companies who need to retain proof of ID:
  •          Accountants
  •          Solicitors
  •          Estate agents
  •          HR records
  •          Recruitment agencies
  •          Test & examination centres
  •          Universities & Colleges
  •          Restaurants
  •          Vehicle hire
  •          Tool hire

    Call 0330 004 0020
    ​
    Or contact us​ using the form below

    By completing this form you agree to us storing your data for the ​purpose of contacting you. We will not use your personal information for any other purpose.
Submit
Compliance Advisory Limited trading as Chapter Three Consulting
Podium House, 61 Chapel Road, Worthing, West Sussex BN11 1HR
Telephone 0330 004 0020
 Registered in England and Wales 17 Liverpool Road, Worthing, West Sussex BN11 1SU under registration 10006908 | VAT number 235914794 | ICO Registration ZA207739

Copyright 2017
PRIVACY POLICY    |    TERMS & CONDITIONS    |    COOKIE POLICY
Picture
Cert No. 11203
​ISO 9001   ISO 27001

  • Home
  • About us
    • About us
    • Team
    • Services
    • FAQs
    • ISO Certification
    • Testimonials
    • Our Partners
  • Services
    • Licensing
    • CCTV
    • ISO 9001
    • ISO 27001
    • GDPR
    • COMPLIANCE
    • Training Platform
    • Onboarding
  • Contact
  • PPL Insights ISO 27001 Case Study
  • OneFix ISO 9001 Case Study
  • Bright ISO 27001 Case Study
  • Helpdesq ISO 27001 Case Study
  • Brittain Marketing Case Study
  • Walton Heath Case Study
  • SimplyVAT Case Study
  • Cumberland Hotel Case Study
  • Clark Brownscombe Case Study
  • Helpdesq Case Study