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)
£19/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
Mobile Platforms
Accounting Platforms
Integrations
Act
BTC Software
Dropbox
Glide
GoCardless
Google Drive
Logical Office
Microsoft 365
Microsoft Outlook
moneysoft
RECRUIT PAYROLL
Salesforce
Stripe
Zapier
Zoho
Geographies Served
All other countries in Europe
Australia
Austria
Bangladesh
Belgium
Brazil
Bulgaria
Canada
Chile
China
Colombia
Cyprus
Denmark
Dubai
England
Industries
Client portal
Document requesting
e-Signature
Online document storage
Secure file sharing
Workflow automation
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
MyDocSafe - June 2025 release notes
MyDocSafe - April 2025 release notes
MyDocSafe - March 2025 release notes
Announcing viaSocket Integration with MyDocSafe
Behind the Scenes of the UEFA Euros Final: The Unsung Heroes of Document Management
MyDocSafe: SaaS transparency and the Adobe Lawsuit
MyDocSafe: The History and Importance of the Signature
Streamlining AML and KYC Compliance by MyDocSafe
MyDocSafe: Client Portal Dashboard – how to make it work for your business
MyDocSafe is on the WealthTech100 list (again!)
Customer Onboarding with Electronic Signatures by MyDocSafe
MyDocSafe - Client-Centred Law Practice: How Legal Client Portals Can Benefit Your Firm
MyDocSafe: Examples of Business Proposals That Seal the Deal
Business proposals platforms – how to choose and why MyDocSafe is unique
MyDocSafe: A library of workflow templates
Emailing current and former clients – consent rules by MyDocSafe
Joke of the Day: Best Work Appropriate One-liners from MyDocSafe
Communicating through client portal software: picking the right tone of voice and medium with MyDocSafe
Getting an appropriate brief from your client – best practice by MyDocSafe
How to Create a Client Portal That Will Wow Your Customers
The Legalities of Electronic Signatures: What You Need to Know
MyDocSafe: Our workflow engine is getting bigger and better.
What are Experiential Portals and How Can You Use Them?
Introducing MyDocSafe Proposals
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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