MyDocSafe Hero
MyDocSafe automates customer interactions: Electronic signature, client portals and onboarding workflow automation.

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)


Free Practice Subscription


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
    android icon
  • iOS
    ios icon

Accounting Platforms


Geographies Served

  • Australia

  • Canada

  • EU

  • Europe

  • France

  • Germany

  • Ireland

  • Netherlands

  • New Zealand

  • Poland

  • Singapore

  • United Arab Emirates

  • United Kingdom

  • USA

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

Visit MyDocSafe

Some details on this page are subject to change. If you see something wrong please contact us here.

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