MyDocSafe Launches a Practice Manager

February 22, 2026

The First Step Towards a More Collaborative Future for Growing Firms

As MyDocSafe’s secure client portals continue to power increasingly complex workflows — from onboarding and compliance to proposals, renewals and multi-entity document management — we’ve seen a clear shift in who we serve.

More mid-size and larger firms are adopting MyDocSafe not just as a secure portal or e-signature solution, but as an operational backbone for client-facing work.

And with that comes a new requirement:

Collaboration. Accountability. Visibility across teams.

Today, we’re excited to announce the launch of Practice Management inside MyDocSafe — the first major step in supporting larger, more collaborative firms.

Why We Built Practice Management

Over the past few years, MyDocSafe has evolved far beyond file sharing and e-signatures. Firms now use our secure portals for:

  • Multi-stage client onboarding
  • Compliance workflows (KYC, AML, contract renewals)
  • Proposal and engagement management
  • Ongoing structured document exchanges
  • Client communications across departments

As workflows grew more sophisticated, one challenge became obvious:

Secure portals handle client interaction beautifully —

but firms also need internal coordination tools to manage the work behind those portals.

Larger firms need to:

  • Coordinate across departments
  • Track responsibilities
  • Assign tasks to multiple stakeholders
  • Log time and manage delivery
  • Standardise repeatable processes

Practice Management is the first foundational layer to support this evolution.

What’s Included in the First Release

We’ve released a powerful core designed to be simple, flexible, and deeply integrated with client portals.

1. Task Management

A fully integrated task engine, built for real client work.

You can now:

  • Create tasks linked to internal workflows
  • Assign one or multiple responsible persons
  • Assign clients directly to tasks
  • Publish tasks directly into the relevant client portal

This means tasks are no longer floating internally — they can become structured client actions.

Example:

  • Internal team prepares tax draft
  • Task is published to client portal
  • Client sees structured action request
  • Completion is tracked centrally

This bridges internal and external workflows seamlessly.

2. Task Notifications

No more missed deadlines or silent bottlenecks.

The system automatically generates notifications when:

  • A task is assigned
  • A client is added
  • A comment is posted
  • A deadline is approaching
  • A task is completed

This ensures momentum across teams and keeps client-facing commitments on track.

3. Task Comments with @Mentions

Communication now lives where the work happens.

Each task includes a comment stream where users can:

  • Leave structured updates
  • Ask clarifying questions
  • Share internal notes
  • Use @mentions to notify specific team members instantly

Instead of email threads scattered across inboxes, collaboration is centralised and contextual.

4. Task Templates

Consistency is key for scaling firms.

You can now create reusable task templates that define structured steps — including:

  • Internal approval steps
  • Client action steps
  • Document upload requirements
  • Review stages

Templates allow firms to standardise processes such as:

  • Annual accounts preparation
  • Onboarding new clients
  • Contract renewals
  • HR onboarding workflows

Templates reduce errors, speed up delivery, and enable delegation.

5. Time Tracker & Timesheets

Work visibility is essential for larger firms.

Practice Management now includes:

  • Built-in time tracking
  • Task-level time recording
  • Structured timesheets
  • Team visibility over logged hours

This provides:

  • Delivery transparency
  • Resource allocation insights
  • Foundation for billing integration
  • Better workload balancing

For firms growing beyond a handful of team members, this becomes critical.

Why This Matters

MyDocSafe began as a secure document and e-signature platform.

It evolved into a secure client portal system.

Now it is becoming a collaborative operational platform.

The addition of Practice Management signals something bigger:

We are building the infrastructure for firms that want secure client interaction and structured internal delivery — in one system.

Instead of:

  • One tool for portals
  • One tool for tasks
  • One tool for time tracking
  • One tool for collaboration

You now have a unified environment — secure by design.

What’s Coming Next

This is only the first release.

More features are already in development, including:

  • Enhanced workflow automation
  • Cross-department dashboards
  • Advanced reporting
  • Client-facing progress tracking
  • AI-assisted task orchestration
  • Deeper integration with proposals and compliance modules

Practice Management is not a side feature.

It is the beginning of a broader strategic expansion.

The Bigger Vision

As firms grow, complexity increases:

  • More clients
  • More compliance obligations
  • More internal coordination
  • More accountability requirements

MyDocSafe is evolving to support that growth — without sacrificing security, simplicity or control.

Practice Management is the first structural step in supporting larger, collaborative firms who need:

  • Client portals
  • E-signatures
  • Document management
  • And now — operational coordination

All in one secure ecosystem.

If you’re already using MyDocSafe, Practice Management is available inside your account.

If you’re evaluating platforms for scaling your firm — now is the time to take a closer look.

This is just the beginning.