Tax Advisers

Slick and easy to use e-commerce platform for Tax advisers. From tax questionnaires through engagement letters and payments, MyDocSafe lets you automate your mission critical processes.

Action ready fact-find and onboarding

  • Logic based fact find forms with field validation and automated address lookups.

  • Automatic integration with the Companies House in the UK

  • Mobile friendly

MyDocSafe for HR
MyDocSafe - digital signature workflow

Design engagement letters

  • Create a catalogue of your services and charges

  • Design your engagement letters, control their look and feel and branding

  • Pick required services from a drop down menu for automatic addition to the engagement letter

  • Send the engagement letter for digital signing.  Control who signs first.  Works on any devise.

Get paid

  • Upload your tax reports for approval by the client.

  • Specify the fee.

  • Require the client to pay before they can see and approve the return.

For a paperless office that your clients love.