Faster, simpler all-in-one document workflow
& e-sign software

Use MyDocSafe to effectively engage your clients through every
stage of the pitching, onboarding and retention process.

Customize MyDocSafe for your business today Learn more

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Streamlining and Simplifying Operations

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.

Stop wasting time chasing forms and filing paperwork Choose advanced verification e-sign software

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.

You want security. Your customers demand simplicity.

MyDocSafe document security delivers both

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.

Future proof your way to better customer engagement

Use simpler sign-ups, automated contract renewals and streamlined onboarding processes

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 free trial
Future

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.

Attract and retain top talent through a slick and fast employee onboarding process.

Choose the more flexible, more cost-effective, more modern way to manage your digital office.

MyDocSafe is easy to use. It’s easy to save time and transform your operations. It’s easy to engage more customers.

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.

One app instead of many.

More secure, more productive, more cost-effective.

Over 10,000 companies around the world use MyDocSafe.

Sign documents and improve customer engagement processes

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 GDPR compliance”.

Amy Heighton, Heighton Bookkeeping

“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!”

Tara Kachaturoff, Michigan Entrepreneur

"Your Outlook plugin is fantastic. Your system is excellent and really speeds up the accounts and tax return signing and filing".

Anthony Mills, MDM Accounting Limited

“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”.

David Walker, Jackson Walker Limited

"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."

Ms. Crich, Capital Business Links

Integrations

The flexibility to integrate with your existing systems.

From accountancy practices to real estate agents, MyDocSafe supports every industry

Customize MyDocSafe for your business todayLearn more

Looking for a specific feature?

We would love to hear about your business and what problem you are trying to solve.

Talk to a member of our team today.

+44 1234 675770

Verifiable e-signatures

Manage your own preferences and permissions to share or restrict document access.

Streamlined proposals

Engage prospects and close deals faster with customizable webforms, onboarding workflows and automated proposals from fact-finding to payment setup.

Secure portals

Create bespoke client portals for every customer, to securely share all types of documents, request approvals and provide an outstanding experience.

Smartphone

MyDocSafe on-the-go

Download the MyDocSafe mobile app for e-sign software, document management and file security on-the-go.

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Start your free trial today

MyDocSafe is the only document workflow and e-sign software you need.

Start A free trial