Member of
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 customizable workflow and entirely paperless quoting process.
Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.
Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.
Along with advanced e-signature verification technology, MyDocSafe secures all your sensitive documents with the same top-level encryption standard used by financial institutions.
Manage your own preferences and permissions to share or restrict document access.
Share documents safely internally and externally with encrypted emails.
Rest assured that all your files are securely stored and regularly backed-up with legally compliant practices.
To keep your prospects and clients engaged at every stage of the customer journey, you need the tools that deliver a simple, seamless experience. MyDocSafe has them all.
It’s the smarter way to propose, close and continually support your customers.
START A 30 day free trialSimplify and streamline your proposals with a customizable workflow and entirely paperless quoting process.
Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.
Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.
Attract and retain top talent through a slick and fast employee onboarding process.
With advanced e-signatures, bespoke client portals, ID checks and custom workflow processes all in one place, MyDocSafe delivers comprehensive document management tools that let you do more for less, cutting costs and improving productivity.
It’s the only document security software you need to speed up proposals, verify digital signatures, close more deals, boost customer loyalty and increase your bottom line.
From accountancy practices to real estate agents, MyDocSafe supports every industry
“I really like the “auto delete” which is a brilliant feature to help with General Data Protection Regulation compliance”.
“As an entrepreneur, I needed something that was quick and easy to use with client contracts. I tried several other apps prior to landing on MyDocSafe. It has all the features I need (and a lot more!) I can easily upload a new contract and send it out to a client within minutes. It’s a simple solution that gets the job done!”
"Your Outlook plugin is fantastic. Your system is excellent and really speeds up the accounts and tax return signing and filing".
“I have used MyDocSafe for a number of years for my accountancy practice. I have fount it to be an excellent product and it has helped me immensely”.
"MydocSafe is a very intuitive platform. The website layout is clear and legible and the operation itself is simple and self-explanatory. Actions aimed at modernizing and improving the process of secure document circulation are regularly carried out. Communication and customer service is at the highest level."
"HNS Pharma have been using MyDocSafe.com for around 5 months now and we are amazed by its versatility and simplicity. We have been using the platform for supplier and customer onboarding using the proposals feature, which is working incredibly efficiently. In addition we have recently set up Staff portals for HR documentation and training records. I’m sure we will find many more helpful features that we can make use of. We have received incredible support from MyDocSafe during our initial implementation period and they are happy to help whenever we have any technical questions. They are a joy to work with and have created an invaluable tool for businesses of all sizes."
From accountancy practices to real estate agents, MyDocSafe supports every industry
Customize MyDocSafe for your business todayLearn more
Talk to a member of our team today.
(863) 270 9779 (5 am – noon EDT)
Add password protection or SMS codes, send in bulk, use mail merge or embed in complex workflows.
Create bespoke client portals for every customer, deal or project, to securely share or sign documents, run ID checks, request documents and data and sell your services - improving experience, loyalty and your top line.
Engage prospects and close deals faster with customizable webforms, onboarding workflows and automated proposals from fact-finding to payment setup.
MyDocSafe is the only client portal and e-sign software you need.
Start A 30 day free trial