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 groups using MyDocSafe:
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Wealth planners / Financial Advisors
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Tax Advisors
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Accountants
Each template is designed to save you hours of setup time by providing:
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Service lists: Example services commonly offered in your profession, with descriptions and sample prices.
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Client portals: Profession-specific onboarding workflows that make it easy to welcome and manage new clients.
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Prospect workflows: Ready-made structures for quoting and selling, helping you convert leads into paying clients.
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Built-in compliance tools: Secure workflows for ID checks, e-signatures, document storage and approvals.
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Payment integration: Templates are Stripe-ready, allowing you to request and collect payments directly through MyDocSafe.
Why we built them
Many of our customers told us they loved MyDocSafe’s flexibility, but didn’t always know where to start. By creating Account Templates, we’ve taken the guesswork out of setup. You can now launch with a complete, professional-grade workflow on day one, then customise it to match your brand and services.
Compliance made simple
If you want to test Stripe payments, just connect your Stripe account.
If you want to test Yoti ID verification, simply ensure you’re on a MyDocSafe subscription plan.
Tell us what you need next
This is only the beginning. Our IFA, Tax, and Accountant templates are the first step in a growing library. We’d love to hear from you:
👉 Which other professions should we create templates for?
👉 What services or workflows would make your day-to-day easier?
Share your feedback and help us shape the next generation of Account Templates.
