Online Practice

What Online Practice does

Online Practice is a Birmingham-based, founder-owned UK technology and digital services company founded in 1999 that sells an integrated suite of products to professional service firms. Its core offering consists of three components: a specialist website design and digital presence service branded as Online Practice, CloudDM (a cloud-based document management product providing 24/7 file access, backup, and collaboration), and docSAFE (a secure client portal offering 2-factor authentication, encryption, secure messaging, document exchange, and online signing with full audit trails). The docSAFE portal is ISO 27001 accredited, supporting GDPR compliance for clients handling confidential client data.

Name

Online Practice

Legal name

Online Practice

Website

https://onlinepractice.co.uk

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

Online Practice is a Birmingham-based UK firm founded in 1999 that provides website design, cloud document management (CloudDM), and an ISO 27001-accredited secure client portal (docSAFE) to UK professional service firms, primarily accountants, solicitors, and financial advisers.

Ownership category

akta.pro rank

Product category

Document Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming Services (7371)

akta.pro primary industry

Online Learning Content & Course Publishing Platforms (BPAMAJAL)

Keywords

• Secure client portal
• Cloud document management
• Professional services technology
• Online document signing
• Accountancy website design

Headquarters

HQ city

Birmingham

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Website Design Services: Specialist website design for professional firms including unique website creation, functionality integration, and ongoing website management.
2. docSAFE Secure Portal: Secure client portal subscription for document storage, exchange, collaboration, and online signing capabilities.
3. CloudDM Document Management: Cloud-based document management solution with mobile access and collaboration features.
4. Social Media Services: Content creation and posting services including daily tweets, Facebook updates, and blog writing for SEO purposes.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Online Practice provides an integrated suite of digital and cloud-based services for UK professional service firms, primarily accountants. The offering combines specialist website design, cloud document management (CloudDM), and a secure client portal (docSAFE) featuring online document signing, 2-factor authentication, encryption, and GDPR-compliant secure communications.

Product overview

Online Practice operates as a unified product suite for professional service firms, consisting of three core offerings: Online Practice (web design and digital presence services), CloudDM (cloud document management), and docSAFE (secure client portal). The products are designed to work together as an integrated ecosystem for professional firms—enabling website creation, cloud-based document storage and collaboration, secure client communications, and legally-binding online signatures. The company has been operating since 1999 and serves primarily accountants, solicitors, and financial advisers in the UK.

Differentiator

Problem solved

Functional benefit

Brands

• docSAFE: A secure client portal for professional firms enabling secure document exchange, online signing, cloud storage, and secure messaging with GDPR compliance.
• CloudDM

Products and services

• docSAFE A secure client portal enabling document storage, cloud-based collaboration, online document signing, secure messaging, and file exchange. Features 2-factor authentication, encryption, GDPR compliance, and audit trails. Designed for UK professional service firms (accountants, solicitors, financial advisers) and their clients.
• CloudDM

Quantifiable outcome

• ISO 27001 accredited - demonstrating compliance with international information security standards
• +1 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• iManage: Document and email management platform serving law firms, accounting firms, and financial services. Closely aligned in customer vertical and secure document workflows, offering a much broader enterprise feature set.
• SmartVault: Cloud document management and client portal designed for accountants and bookkeepers. Comparable to docSAFE/CloudDM in both product and customer base.
• ShareFile (by Citrix): Secure file sharing, client portals, and document collaboration for SMBs and professional firms. Overlaps with docSAFE on secure document exchange and e-signature workflows.
• NetDocuments: Cloud-based document management and email management built specifically for legal and professional services firms. Directly comparable to docSAFE and CloudDM in target customer and core functionality, with substantially greater scale and integrations.
• Practice Ignition: Cloud practice management and client engagement/workflow platform targeting accounting and bookkeeping firms. Adjacent in vertical and in digitizing professional-firm client interactions.
• Suralink: Secure document collection, workflow, and client portal purpose-built for accounting firms. Directly comparable in vertical (UK/US accountants) and in replacing email-based document exchange.
• Egress Software: UK-headquartered secure email, data sharing, and collaboration provider with strong penetration among UK professional services and regulated industries. Direct competitor on secure communications and document exchange functionality.

Broad incumbents

• DocuSign: Global leader in e-signature and agreement management with deep penetration into UK professional services. Overlaps with Online Practice's online signing and audit-trail capabilities, but offers a far broader portfolio and integrations.
• Adobe Acrobat Sign: E-signature and document workflow product from Adobe. Competes with Online Practice's signing functionality and benefits from tight integration with the broader Adobe Document Cloud ecosystem.

Emerging players

• Karbon: Workflow and practice management platform for accounting firms. Comparable vertical focus to Online Practice and an emerging alternative for firms consolidating their software stack around client collaboration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/online-practice

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Online Practice