MyDocSafe
The client collaboration platform — one secure place for you and your clients to work from
MyDocSafe is a client collaboration platform that brings electronic signatures, secure client portals, proposals, onboarding, and practice management into one workspace. It addresses the problem of client work being scattered across inboxes, disconnected tools, and manual document requests, keeping proposals, forms, ID checks, workflows, and communication tied to the right client and engagement.
The platform includes built-in e-signatures with password protection, SMS verification, bulk sending, mail merge, and multi-party workflows; branded client portals for document sharing, data collection, and service sales; proposal and pricing tools with integrated approvals and payment; task management with timesheets; and compliance features including KYC and AML support, AI-guided onboarding, audit trails, and renewal tracking. It offers integrations with existing systems, encrypted email, and an iOS mobile app.
MyDocSafe is aimed at accountants, law firms, financial advisers, and other professional services firms. It is packaged as a 30-day free trial with no credit card required, followed by seat-based plans: Business Pro for small teams, Accounting Pro for professional services firms, and Deal Pro for deal management and data rooms, plus a custom Enterprise edition. Advanced signatures, qualified signatures, and ID verification are available as pay-as-you-go add-ons, with additional guest users and storage available for a marginal cost.
12 alternatives to MyDocSafe
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