MyDocSafe

MyDocSafe Products

MyDocSafe is an all-in-one platform designed to streamline and secure client-facing processes through electronic signatures, secure client portals, and proposal management. It caters to professional services firms, including law firms, accountancies, and wealth management companies, aiming to enhance efficiency and compliance in their operations.

Electronic Signatures and Proposal Management

MyDocSafe offers advanced electronic signature capabilities, allowing businesses to send, sign, and manage documents securely. The platform supports the creation and distribution of business proposals, which can include videos, marketing brochures, pricing offers, contracts, and payment requests. This feature simplifies the pre-sale workflows, making it easier for sales teams to close deals faster.

Client Onboarding and Data Exchange

The platform provides end-to-end client onboarding workflows, from KYC/AML checks to contract signing and payment setup. MyDocSafe’s deal rooms are particularly useful in B2B contexts for conducting complex and multi-party transactions. In B2C contexts, client portals offer secure document storage with automation and product upselling features.

Integration and Security

MyDocSafe integrates with various data verification providers, payment gateways, and data storage vendors. It offers white-label solutions and enterprise-grade features such as API access and Single Sign-On (SSO). The platform is ISO27001 certified, ensuring top-level security for all sensitive documents. MyDocSafe uses advanced encryption standards similar to those used by financial institutions, providing secure document sharing and storage.

Automation and Customization

MyDocSafe automates document distribution, reminders, and notifications, minimizing non-billable time spent on administrative tasks. The platform allows for the creation of bespoke client portals for every customer, deal, or project, enhancing customer experience and loyalty. Customizable web forms and automated proposals further streamline the onboarding process.

About MyDocSafe

MyDocSafe is based in Bedford, United Kingdom. Founded in 2013 by a team of experienced professionals in the field of document management and security.

Company Overview

The company has a small but dedicated team of five employees who are committed to providing top-notch document security and management solutions. MyDocSafe’s mission is to help businesses automate their client-facing processes while ensuring compliance with industry standards.

Compliance and Support

MyDocSafe is ISO27001 certified, demonstrating its commitment to maintaining high-security standards. The platform offers a 30-day no-obligation trial account, allowing businesses to test its features before committing to a paid subscription. MyDocSafe also provides a video channel and a free knowledge database that includes webinars, tutorials, and how-to guides.