MyDocSafe

MyDocSafe

1 Review

What is MyDocSafe?

MyDocSafe is the only software you need to onboard your clients, sign contracts and share documents securely through client portals.

The platform includes a webform engine, workflow engine, digital signature platform, client portal engine and a document management system. AML and ID checks can be performed through third party providers integrated with MyDocSafe.

Serchen Index

65.00
6
Employees
150
Subscribers
1,502
Followers
437
Likes

MyDocSafe Key Features

Digital signature

Client portals

Proposals

Webforms

ID checks

Encrypted email

What is MyDocSafe?


MyDocSafe Product Details

Use MyDocSafe to effectively engage your clients through every stage of the pitching, onboarding, compliance and retention process. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customisable workflow and entirely paperless quoting process. Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimise non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.


MyDocSafe Support & Customer Service

We provide a free knowledge database to all clients. All subscribers benefit from email support. Enterprise clients benefit from a dedicate account manager.


Countries MyDocSafe Services Available In

United Kingdom United States Canada Ireland Australia South Africa New Zealand Singapore Germany France Poland


MyDocSafe Free Trial Information

We offer 30 day free trial (no credit card required)


MyDocSafe Pricing

Our pricing starts at $20 per month.

https://mydocsafe.com/pricing/


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MyDocSafe Reviews

5.0

Excellent!

1 Review

Last reviewed on
29 March 2022

What do you think?

Help other software buyers make informed decisions.

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Tuesday, March 29, 2022

I really enjoy being able to send encrypted emails (and attachments) direct from Outlook and the e-signing routine is perfect. I would highly recommend MyDocSafe to anyone needing these elements. It is just so easy to use (even if at first you need to take time getting the setup & options as you want them).
The customer service and support is brilliant ... and nothing is too much trouble, with a fast response to any query.
.... I cannot imagine being without MyDocsafe in my accountancy practice.

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