GoCardless

GoCardless + MyDocSafe

Use direct debit in your onboarding and document workflows for predictable recurring revenue.

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What this integration helps with

  • Set up direct debit mandates as part of client onboarding.
  • Automate recurring payments for retained services.
  • Improve cash-flow consistency with less manual chasing.

Typical use cases

  • Monthly subscription collection for advisory services.
  • Payment plan setup tied to signed engagement terms.
  • Automated fee collection for ongoing account management.

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