Professional Services

Professional services teams often struggle with documents scattered across email, shared drives and disconnected tools, leading to clients and internal teams working from conflicting versions of important deliverables. Approval cycles slow down across multiple stakeholders, sensitive financial and strategic material leaves controlled environments, and coordinating work between partners, analysts, clients and third party advisors becomes increasingly difficult while visibility into who accessed, edited or approved key documents remains limited.

Documents spread across email, drives and multiple internal tools.

Teams and clients working from conflicting versions of deliverables.

Slow and manual approval cycles involving multiple stakeholders.

Financial and strategic information leaving controlled environments.

Coordinating across partners, analysts, clients and third-parties.

Limited visibility into who has accessed, edited or approved work.

DekkoCORE unifies all engagement material in one secure workspace, ensuring teams and clients always access the latest version. Work moves faster, approvals are clearer and sensitive data remains protected.

DekkoCORE

File sharing and Collaboration

With data sovereignty in:

Learn more about DekkoCORE

File Sharing: Share client documents with partners and advisors fast

DekkoCORE brings proposals, analysis files, models and client deliverables into a single organised workspace, ensuring clients, partners and advisors all access the correct and current version. Sovereign hosting and encrypted sharing protect sensitive financial and strategic material throughout the engagement.

Document Collaboration: Co-edit deliverables with clients and teams

Consultants, analysts and clients can co-edit deliverables, presentations and financial analyses in real time, eliminating version drift and preventing conflicting edits. Clear attribution and version history maintain transparency across all contributors.

eSignatures: Get sign-off from clients and managers

Engagement letters, approvals, statements of work and client authorisations can be sent for signature directly within the platform. Progress tracking ensures partners and clients always know what is outstanding and who needs to act.

Messaging: Coordinate work with clients and staff easily

DekkoCORE keeps client communication tied to the correct documents and tasks so discussions stay clear and organised. Consultants, partners and clients avoid email threads and retain a clean audit trail of decisions.

Video Conferencing: Meet confidently with clients and colleagues

Teams and clients can meet within the same space where their documents and materials live, enabling smoother reviews and faster decision-making. Screen sharing ensures everyone sees and understands the same information.

Professional Services Compliance

Alongside sovereign cloud hosting environments designed to satisfy FedRAMP and ISO 27001 controls, DekkoCORE implements the essential standards expected of high-assurance information management systems:

IRAP assessed (PROTECTED)

Meets CPS 234 requirements

Supports SEC/FINRA and PIPEDA

Suitable for HIPAA workflows

Easy Service Delivery

Fully Managed Service

DekkoCORE is a cloud-based solution that doesn't require any infrastructure or maintenance

Intuitive Application

DekkoCORE is constantly praised for its easy-to-use interface, minimising support burdens

External-Friendly

Users outside your organisation create an account with a secure MFA-supported invite

Automated Encryption

All security processes are executed transparently - no key management, no certificate admin, no worries!

Professional Services Features

Guaranteed Confidentiality

DekkoSecure's use of end-to-end encryption ensures that only data owners and users granted explicit sharing rights are able to access sensitive files and messages.

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Comprehensive Audit

DekkoCORE tracks all user and administrative activity in an immutable audit log with support for cloud-based SIEM integration.

Powerful Administration Controls

The DekkoCORE Tenancy Manager is a comprehensive dashboard built to control user access, group management, and policies, as well as serve as a single pane of glass for usage activity review.

Deliver client work faster with a secure, connected workspace

Over 24 months...