Company users
CRM Client Records
Client portals
Digital signatures
Client workflows
Webforms & questionnaires
Chat
Storage
Branding
Quotes & Proposals
Encrypted email
Audit trail
ID & background checks
Document templates
$20per month
2 users included 2 Company users
unlimited Unlimited CRM Client records
up to 100 client users included Portals: up to 100 Client users
up to 100 per month 100 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
100 GB 100 GB of Storage
Basic Basic Branding
included Quotes & Proposals
included Encrypted email
15 days 15 days of Audit trail
charges apply ID & background checks
included Document templates
$75per month
8 users included 8 Company users
unlimited Unlimited CRM Client records
Up to 300 client users included Portals: 300 Client users
up to 500 per month 500 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
300 GB 300 GB of Storage
Advanced Advanced Branding
included Quotes & Proposals
included Encrypted email
30 days 30 days of Audit trail
charges apply ID & background checks
included Document templates
$533per month
60 users included 60 Company users
unlimited Unlimited CRM Client records
up to 2,500 client users included Portals: 2,500 Client users
up to 5,000 per month 5,000 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
3 TB 3 TB of Storage
Advanced+ Advanced+ Branding
included Quotes & Proposals
included Encrypted email
1 year 1 year of Audit trail
charges apply ID & background checks
included Document templates
$2,499per month
unlimited Unlimited Company users
unlimited Unlimited CRM Client records
unlimited Portals: Unlimited Clients
unlimited Unlimited Digital signatures
included Client workflows
included Webforms & Questionnaires
included Chat
15 TB 15 TB of Storage
Ultimate Ultimate Branding
included Quotes & Proposals
included Encrypted email
unlimited Unlimited Audit trail
charges apply ID & background checks
included Document templates
Company users
CRM Client records
Client portals
Digital signatures
Client workflows
Webforms & questionnaires
Chat
Storage
Branding
Quotes & Proposals
Encrypted email
Audit trail
ID & background checks
Document templates
$25per month
2 users included 2 Company users
unlimited unlimited CRM Client records
Up to 100 client users included Portals: 100 Client users
up to 100 per month 100 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
100 GB 100 GB of Storage
Basic Basic Branding
included Quotes & Proposals
included Encrypted email
15 days 15 days of Audit trail
charges apply ID & background checks
included Document templates
$87per month
8 users included 8 Company users
ulimited unlimited CRM Client records
300 client users included Portals: 300 Client users
up to 500 per month 500 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
300 GB 300 GB of Storage
Advanced Advanced Branding
included Quotes & Proposals
included Encrypted email
30 days 30 days of Audit trail
charges apply ID & background checks
included Document templates
$624per month
60 users included 60 Company users
unlimited unlimited CRM Client records
2,500 client users included Portals: 2,500 Client users
up to 5,000 per month 5,000 Digital signatures per month
included Client workflows
included Webforms & Questionnaires
included Chat
3 TB 3 TB of Storage
Advanced+ Advanced+ Branding
included Quotes & Proposals
included Encrypted email
1 year 1 year of Audit trail
charges apply ID & background checks
included Document templates
$2,924per month
unlimited Unlimited Company users
unlimited Unlimited CRM Client records
unlimited Portals: Unlimited Clients
unlimited Unlimited Digital signatures
included Client workflows
included Webforms & Questionnaires
included Chat
15 TB 15 TB of Storage
Ultimate Ultimate Branding
included Quotes & Proposals
included Encrypted email
unlimited Unlimited Audit trail
charges apply ID & background checks
included Document templates
Workflows
Branding
Compliance
Blockchain
Integrations
Consulting
API
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
Start your 30 day free trial today (try everything other than ID tests and QES which require a subscription, 20 esigns included)FREE TRIAL
Starter plan (monthly billing)
Our 1 user account is an affordable starter plan that can replace four to six other services.
$20 / month
Typeforms: webforms $21 / month
Dropbox: document storage $7.99 / month
GoProposals: proposals $60 / month
VirtualCabinet: client portals no transparent pricing
Rmail: encrypted email no transparent pricing
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.