MyDocSafe
About this App
MyDocSafe builds value added services on top of secure data storage.
MyDocSafe automates engagement letters, KYC/AML and document signing and approval workflows. Based on a secure document management system, MyDocSafe platform improves compliance, efficiency and customer experience.
It features quotes & proposals, digital signatures, client portals, logic-based webforms, ID & KYC checks, as well as integrations to Xero, Quickbooks, Stripe, BTC, Glide, Logical Office, Act CRM and more. MyDocSafe offers several white labelling option ranging from “just your logo and colours” all the way to “your portal login address and your email address”.
Cost (from)
US$20/month
Free Practice Subscription
Trial
30 day free trial, no credit/debit card required
Partner Program
10% revenue on client referrals for the first 3 years, Referral partner program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Act
BTC Software
Dropbox
GC
Glide
GoCardless
Google Drive
Logical Office
Microsoft 365
moneysoft
RECRUIT PAYROLL
Salesforce
Stripe
Zapier
Geographies Served
Australia
Canada
Ireland
New Zealand
Singapore
United Kingdom
USA
Industries
App features per category
Document Management
Client portal
Document requesting
e-Signature
Online document storage
Secure file sharing
Workflow automation
Proposal and Quoting
Audit trail
Email bounce notification
Proposal action audit trail
Creating proposals
Self-service online form
Service bundling
Engagement letters
Dynamically populate engagement letters
Service item terms
Service type service terms
Template terms
Getting paid
Payment engine
Payment fail notifications (to client)
Update card details (client)
Invoice generation
On acceptance of proposal
Recurring service invoices
Pricing proposals
Dynamic pricing calculation i
Edit price on proposal
Pricing types
Monthly
One-off
Proposal appearance
Branding
Brochure
Display sections
Embedded video
Follow up date (on proposal)
Line item breakdown or total only
Service type sub totals
Proposal send and acceptance
Email templates
Online acceptance
Renewals
Duplicate proposal
Rollover proposals for re-engagement
Reporting
Client tagging
Dashboard
Data export
Setup
Use template services
Resources by MyDocSafe
- News
MyDocSafe is on the WealthTech100 list (again!)
MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world.3 Apr 24 - Blog
Customer Onboarding with Electronic Signatures by MyDocSafe
Electronic signatures, also known as e-signatures, are a digital representation of a person’s signature.26 Mar 24 - Blog
MyDocSafe: Examples of Business Proposals That Seal the Deal
8 Mar 24 - Blog
Business proposals platforms – how to choose and why MyDocSafe is unique
What is business proposals software? In today’s fast-paced business environment, the ability to efficiently create, send, and manage proposals is more crucial than ever.20 Feb 24 - News
MyDocSafe: A library of workflow templates
A library of workflow templates is a collection of pre-designed, standardised, and reusable workflow structures that businesses or individuals can use as a starting point for various processes and tasks.23 Oct 23 - Blog
Emailing current and former clients – consent rules by MyDocSafe
Emailing your clients – do I need to worry about consent rules?12 Sept 23 - Blog
Joke of the Day: Best Work Appropriate One-liners from MyDocSafe
Not everyone has a sense of humour. But humour can take you a long way if used right.16 Aug 23 - News
Communicating through client portal software: picking the right tone of voice and medium with MyDocSafe
Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes.20 Jul 23 - Blog
Getting an appropriate brief from your client – best practice by MyDocSafe
Do you ever struggle to procure a brief from your clients that you are happy with? Or is the information you get often either incorrect or incomplete? Getting the right brief is the battle half won: you have all the information required to provide a quote you can stand behind and focus on delivery rather than worrying about profitability of the deal.27 Jun 23 - Blog
How to Create a Client Portal That Will Wow Your Customers
In this article, we will walk you through how to create a client portal that will not only meet but exceed your clients’ expectations, leaving them thoroughly wowed.8 Jun 23 - Blog
The Legalities of Electronic Signatures: What You Need to Know
In the digital age, the way we sign important documents is changing dramatically. With the click of a button, we can now sign contracts, agreements, and even tax forms electronically. But how legally binding are these electronic signatures?8 Jun 23 - News
MyDocSafe: Our workflow engine is getting bigger and better.
We have just added three new features that help you automate complex workflows16 Mar 23 - News
What are Experiential Portals and How Can You Use Them?
Experiential portals allow you to configure them for specific use cases: from client interactions through board reporting to running job interviews. - News
Introducing MyDocSafe Proposals
An introduction to the proposals module of MyDocSafe - News
How do you effectively engage your clients through every stage of the sales and onboarding process?
Some details on this page are subject to change. If you see something wrong please contact us here.
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