In less than a month, MyDocSafe will be exhibiting at the Festival of Accounting & Bookkeeping (FAB UK) – the UK’s leading event for accountants, bookkeepers and finance professionals. FAB UK is a chance to step away from the day-to-day, explore new ideas and see practical tools that can genuinely make life easier for you […]
AI Client Onboarding: The Complete Guide to Automating Your Client Journey
The average business spends 11 hours onboarding a single client manually. Multiply that by dozens or hundreds of new clients per year, and you’re looking at thousands of hours lost to repetitive tasks that artificial intelligence could handle in minutes. This guide covers everything you need to know about AI client onboarding: from foundational concepts […]
A New Product Strategy at MyDocSafe
A New Product Strategy at MyDocSafe: AI-First Front Ends, Powered by the MyDocSafe Back End Over the years, MyDocSafe has evolved into a robust, secure platform powering client portals, e-signatures, workflows, forms, document management, payments and integrations for professional services firms. That core mission hasn’t changed. What has changed is how we think about products, […]
AI vs. Security: How to Protect Your Sensitive Documents
AI vs. Security: How to Protect Your Sensitive Documents in the Age of Automated Analysis Artificial intelligence is transforming how businesses manage information. From accelerating due-diligence reviews to automatically extracting data from contracts, AI promises speed, accuracy and a dramatic reduction in manual work. But AI also brings a risk many organisations underestimate: AI analysis […]
