Plans and Pricing

Annual Billing

Company users

Client portals

Digital signatures

Starter

$20per month

2 users included 2 Company users

up to 75 client users Portals: up to 75 Client users

up to 100 per month 100 Digital signatures per month

Small

$75per month

8 users included 8 Company users

Up to 300 client users Portals: 300 Client users

up to 400 per month 400 Digital signatures per month

Medium

$180per month

20 users included 20 Company users

up to 750 client users Portals: 750 Client users

up to 1,000 per month 1,000 Digital signatures per month

Business

$533per month

60 users included 60 Company users

up to 2,500 client users Portals: 2,500 Client users

up to 3,500 per month 3,500 Digital signatures per month

Large

$2,499per month

unlimited Unlimited Company users

unlimited Portals: Unlimited Clients

unlimited Unlimited Digital signatures

Monthly Billing

Company users

Client portals

Digital signatures

Starter

$24per month

2 users included 2 Company users

Up to 75 client users Portals: 75 Client users

up to 100 per month 100 Digital signatures per month

Small

$90per month

8 users included 8 Company users

300 client users Portals: 300 Client users

up to 400 per month 400 Digital signatures per month

Medium

$216per month

20 users included 20 Company users

750 client users Portals: 750 Client users

up to 1,000 per month 1,000 Digital signatures per month

Business

$624per month

60 users included 60 Company users

2,500 client users Portals: 2,500 Client users

up to 3,500 per month 3,500 Digital signatures per month

Large

$2,924per month

unlimited Unlimited Company users

unlimited Portals: Unlimited Clients

unlimited Unlimited Digital signatures

Workflows

Branding

Compliance

Blockchain

Integrations

Consulting

API

Enterprise solutions

Contact us for a quote

Complex customer journeys, ideal for multi-product onboarding Complex customer journeys, ideal for multi-product onboarding

Full white label including special fonts, colours or branded mobile apps Full white label including special fonts, colours or branded mobile apps

Risk assessment dashboard and back office approval workflows Risk assessment dashboard and back office approval workflows

Blockchain-based workflows and certificates of authenticity Blockchain-based workflows and certificates of authenticity

Specialised third party AML/KYC services or bespoke back office integrations Specialised third party AML/KYC services or bespoke back office integrations

Our advisory service to help you define and create the onboarding experience and back office business processes Our advisory service to help you define and create the onboarding experience and back office business processes

Gain access to our API plans Gain access to our API plans

Contact sales@mydocsafehq.com to share your requirements Contact sales@mydocsafehq.com to share your requirements

Included in all plans

You get as much storage as you need. You can auto delete documents by setting an auto-delete timer to comply with data protection and retention regulations.

Send quotes or proposals and pre-sale / pre-onboarding workflows that include your marketing brochures, video, questionnaires, contracts, quotes and payment requests (via Stripe). Keep your pricing information and service descriptions in one place.

Keep your prospects, client or employee records in one place. Track relationships between them. Assign statuses. Unlimited records allowed. Contacts are created automatically each time you invite a user to a portal or send a document for signing. Upload your records through a CSV file.

Sign & Pay and Client onboarding processes automated. You design your workflow. If you use ID checks or payments, transaction fees apply (see premium add-ons)

Logic based forms for data collection and signing. More than 20 types of data widgets including address lookup, company lookup (UK only). Advanced features include data validation and ability to digitally sign a completed questionnaire. Export data through csv or pdf.

Encrypted chatrooms available in each portal. Alternatively use unencrypted messages to notify your clients.

Send encrypted messages to clients. Includes MyDocSafe Office365 plugin which allows you to (1) publish email attachments to client portals, (2) send documents for esign, (3) send encrypted emails, (4) send end-to-end encrypted emails to a recipient with MyDocSafe Office365 plugin.

Distribute payslips, comission letters, investor reports, etc. to invidivual portals through a simple drag/drop inbox. As long as each file name has a unique code, which matches the label on the portal, we will do the delivery.

Your logo and colours in portals and notifications.

Send messages to all your portal users in one go. Ideal for office updates.

Exportable audit file of portal activity. Ideal for forensics and compliance requirements.

Premium add-ons

$70 per annum for a bespoke portal login page (your address and logo), and ability to use your email address for notifications MyDocSafe sends on your behalf.

We are re-sellers of Yoti ID verification services: document checks, identity verification, politically exposed person checks. You pay for what you use. Contact us for prices.

Important if you deal with public authorities in Europe. $2 per signature.

Start your 30 day free trial today (try everything other than ID tests and QES which require a subscription, 20 esigns included)FREE TRIAL

Save money with MyDocSafe

Logo MyDocSafe

Starter plan (monthly billing)

  • Esignatures
  • Webforms
  • Document storage
  • SalesFlows
  • Client portals
  • Encrypted email
= $25 per month

Our 1 user account is an affordable starter plan that can replace four to six other services.

 

  • mydocsafe customer portals

    $20 / month

  • mydocsafe customer portals

    Typeforms: webforms $21 / month

  • mydocsafe customer portals

    Dropbox: document storage $7.99 / month

  • mydocsafe customer portals

    GoProposals: proposals $60 / month

  • mydocsafe customer portals

    VirtualCabinet: client portals no transparent pricing

  • mydocsafe customer portals

    Rmail: encrypted email no transparent pricing

= $108.99 per month

Replicating our functionality with pure-play services will cost at least four times more.  And that is without including the cost of portals and encrypted email.

Full feature list

  • Storage: you have got as much as you need
  • Folder structure: create folders, subfolders, sub-subfolders, up to 8 levels.
  • Secure sharing: share even individual files or folders.
  • Encryption: each document is individually encrypted with public key cryptography
  • General note: it is free to sign documents that someone sent to you. Digital Signature licence is required to prepare and send out digital signature requests to other users.
  • Request digital signatures: 1 or multiple signees, 1 or more documents
  • Signatures: hand-drawn, type-to-sign, or use digital image of your signature
  • Automatic reminders: control number, frequency and message
  • Notifications: email alerts and/or real time mobile app notifications
  • Email control: control the welcome message, thank you message, look&feel and save as templates
  • Round robin signing: control order of signing, add bespoke fields
  • Control dashboard: see status of outstanding documents, filter by status or sender, manually cancel or send a reminder
  • Security: digital fingerprints, time-stamps, IP address and 2-factor authentication (SMS costs apply)
  • Signature certificates: automatically appended to signed document
  • Integrity verification: check if certificate matches the document
  • Complex transactions: quickly send many documents to multiple signees, skip signees if they are not signing every document.
  • Mass-distribution: Send the same document to more than 1 person. Each person signs a separate copy of the document.
  • Mail-merge: Automate the process of sending bespoke documents and emails to a list of recipients. Up to 2 signees per document are allowed. This service takes a document template, replaces variables with values imported from a CSV file, places signature fields in appropriate places, creates a PDF document out of the template, customizes its name and email greeting and sends out for e-signature.
  • Signature fields: add optionality and labels
  • Portal users: as many as you need; create subportals for employees or subprojects
  • Flexible structure: create portal groups for different types of stakeholders: employees, clients, shareholders or projects. Each portal user can have access to multiple portals.
  • Self-service forms: let your clients or employees fill forms when they change address, name or other personal information.
  • Announcements: broadcast messages to all or post bespoke notes in individual portals
  • Request documents: easily distribute secure upload links to get the documents you need in exactly the right place.
  • Request signatures: easily send one or more documents for signing. Signed copies are saved in the right portals.
  • Chat: carry on real-time chat in ring fenced chat rooms.
  • Messages: send unencrypted emails to portal users
  • Brand: control your brand and your subdomain.mydocasafe.com
  • Access control: read only, read/write, read/write/invite others
  • Archiving: data retention rules, portal ownership transfer
  • Signup: create a public signup link to the portal
  • Exportable Audit trail: 15 days on Starter, 30 days on Small, 1 year on Business
  • Services and prices: Define your service list, pricing, currency and frequency of payment. Automatically add them to engagement letters.
  • Intake forms: use our templates or define your own intake forms for different types of situations
  • Engagement letters: use our templates or define your own engagement letters, terms of business or any other document you want your client to sign.
  • Payment integrations: request payment via Stripe or GoCardless.
  • Invoicing: use our invoice templates or connect seamlessly with Xero.
  • Messaging: control instructions your clients sees every step of the way.
  • Marketing: add your brochure and video
  • Types of fields: 18 types and counting
  • Universality: use as part of Proposals, embed in portals, your website or use them to collect questionnaires
  • Notifications: know when someone submits a form, or notify someone else about it.
  • Data export: csv file export
  • Logic: Design your own conditional statement to show or hide relevant elements of the forms depending on choices made by the user.
  • Data validation: enforce data validation rules to ensure high quality of data. Use regular expressions for bespoke requirements.
  • Dropbox
  • Google Drive
  • GoCardless (processing fees apply)
  • Stripe (processing fees apply)
  • Office365
  • Xero