Securely store and share all sensitive client documents in individual portals, MyDocSafe is THE accountant file sharing suite you need.
Easily request approvals with advanced e-signatures
Automate new client onboarding processes (with fact finding, AML checks, engagement letters, contracts and payments)
Integrate seamlessly with Xero, Salesforce, Stripe, GoCardless, Dropbox and more
Distribute paystubs and other client financial documents quickly, easily and securely
The only document management software accountants need to improve client engagement
Paying more than you need to? Having too many vendors? From Docusign through AdobeSign to Signable, VirtualCabinet, GoProposals and more - compare the pricing, consolidate your licences and save with us.
Document management for accountants to sign up, service and retain customersStart A free trial