Practice Manager
Bring structure, visibility and collaboration to your firm with MyDocSafe’s integrated Practice Management tools.
Practice Management solutions from MyDocSafe
Designed for accountants, wealth managers, legal professionals and advisory teams, our solution connects internal task coordination with secure client portals and e-signatures — all in one platform.
Engage new clients, renew contracts, request approval and get verifiable confirmation with advanced e-signatures Close deals faster with automatic notifications and reminders – and stop waiting around for those business-critical signatures
Save time. Save effort. Save money with MyDocSafe. Our platform for practice management, quotes, client onboarding and collaboration, including e-signature software.
As firms grow and client workflows become more complex, email threads and spreadsheets are no longer enough. MyDocSafe Practice Management gives your team clarity on who is doing what, by when — and keeps clients in the loop where appropriate, helping you become more efficient and profitable.
Task Management Built for Professional Services
At the heart of our Practice Management solution is a fully featured Task Management module.
Create, assign and track tasks across your firm with complete visibility.
Key capabilities include:
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Assign tasks to one or multiple team members
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Assign tasks directly to clients
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Link tasks to specific clients or projects
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Set deadlines and priorities
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Track task status in real time
Whether you’re managing year-end accounts, investment reviews, onboarding processes or compliance renewals, tasks are structured, visible and accountable.
Publish Tasks in Secure Client Portals
Unlike generic task tools, MyDocSafe connects tasks directly to secure client portals.
You can:
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Publish selected tasks to a client’s portal
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Request documents or actions from clients
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Provide clear instructions in a secure environment
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Maintain a complete audit trail
Clients see exactly what is required of them — no more lost emails, unclear requests or duplicated communication.
Notifications & Real-Time Collaboration
Keep your team aligned without endless internal emails.
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Instant task notifications
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Activity updates
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Deadline reminders
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Clear ownership of responsibilities
Everyone knows what has changed and what needs attention.
@Mentions & Contextual Comments
Collaborate directly inside tasks.
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Use @mentions to notify colleagues
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Add contextual comments to specific tasks
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Maintain a clear conversation history
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Keep discussions linked to the work itself
No more switching between systems or searching through message threads.
Task Templates for Repeatable Workflows
Professional firms rely on repeatable processes. MyDocSafe allows you to create reusable task templates.
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Standardise recurring workflows
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Create multi-step task structures
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Ensure process consistency across teams
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Reduce setup time for recurring engagements
From onboarding checklists to annual compliance cycles, templates help you scale without losing control.
Integrated with Client Portals, E-Signatures & Document Management
Practice Management in MyDocSafe is not a standalone add-on. It is fully integrated with:
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Secure client portals
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Electronic signatures
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Document management
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Workflow automation
This means tasks can trigger document requests, e-signature processes or portal notifications — all within the same secure ecosystem.
Built for Growing Firms
As your firm expands, internal collaboration becomes critical. MyDocSafe Practice Management provides:
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Clear accountability
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Structured client communication
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Improved team coordination
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Reduced operational risk
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A single source of truth
This is the first step in a broader Practice Management roadmap — with additional features coming soon.
The simple, secure, streamlined practice management softwareTry for free
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Move beyond email and spreadsheets. Bring your team and your clients into one secure, structured environment.
Try practice manager free for 30 daysPractice Management in MyDocSafe is an integrated set of tools designed to help professional firms organise, assign and track client-related work. It starts with a fully featured task management module and connects directly to secure client portals, document management and electronic signatures — all within one platform.
Unlike standalone task apps, MyDocSafe is built specifically for accountants, wealth managers, legal and advisory firms. Tasks can be assigned to team members and clients, published securely inside client portals, and linked to documents or e-signature workflows — creating a structured, auditable process tailored to regulated environments.
Yes. You can assign tasks directly to clients and publish them in their secure portal. Clients receive notifications and can view exactly what is required of them, upload documents, or complete requested actions — all within a secure environment with a full audit trail.
Absolutely. Team members receive real-time notifications, can use @mentions in task comments, track status updates and clearly see ownership and deadlines. This reduces internal emails and keeps conversations contextualised within each task.
Yes. You can build reusable task templates for repeatable processes such as onboarding, annual accounts preparation, investment reviews or compliance renewals. Templates help standardise your firm’s processes and ensure consistency across teams.
Practice Management is fully integrated within MyDocSafe. It works seamlessly alongside client portals, document management and electronic signatures — meaning your internal task coordination and client-facing workflows operate within one secure, unified system.
