A New Product Strategy at MyDocSafe: AI-First Front Ends, Powered by the MyDocSafe Back End Over the years, MyDocSafe has evolved into a robust, secure platform powering client portals, e-signatures, workflows, forms, document management, payments and integrations for professional services firms. That core mission hasn’t changed. What has changed is how we think about products, […]
AI assistants inside client portals – a game changer in customer support
In a world where customers expect instant, reliable answers, traditional support channels are starting to show their limits. Phone queues, overflowing inboxes, and scattered knowledge bases often leave both clients and teams frustrated. But a new shift is underway — one that blends secure customer portals with powerful AI assistants to transform how support is […]
On the Superiority of Secure Portal Messaging over WhatsApp
On the Superiority of Secure Portal Messaging over WhatsApp Accountants are busier than ever. Clients expect instant answers, documents flow in at all hours, and regulations tighten every year. In conversations with our clients—many of them accountancy practices—we learned that a large number had, at some point, given out their personal WhatsApp numbers to clients. […]
Introducing Account Templates for Tax Advisors, Accountants and Financial Advisors
We’re excited to announce a new feature in MyDocSafe: Account Templates – ready-made, profession-specific setups designed to help you onboard clients faster, deliver services more efficiently, and get paid sooner. What are Account Templates? Account Templates are pre-configured MyDocSafe workspaces tailored to the needs of specific professions. We’ve started with three of the most popular […]