MyDocSafe for Tax Advisers

Simple, secure, streamlined tax document management software

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Faster fact-finding and automated on-boarding

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

  • Automatic integration with the Companies House in the UK

  • Mobile friendly

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Engagement letters design and e-signatures verification

  • 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.

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

Secure, seamless approval and payments

  • 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.

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Tax document management software to sign up, service and retain clients

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