Company users
Client portals
Digital signatures
SalesFlows
Storage
Branding
Audit trail
$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
up to 5 per month SalesFlows: 5 per month
100 GB 100 GB of Storage
Basic Basic Branding
15 days 15 days of Audit trail
$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
up to 15 per month SalesFlows: 15 per month
300 GB 300 GB of Storage
Advanced Advanced Branding
30 days 30 days of Audit trail
$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
up to 50 per month SalesFlows: 50 per month
1 TB 1 TB of Storage
Advanced+ Advanced+ Branding
90 days 90 days of Audit Trail
$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
up to 150 per month SalesFlows: 150 per month
3 TB 3 TB of Storage
Advanced+ Advanced+ Branding
1 year 1 year of Audit trail
$2,499per month
unlimited Unlimited Company users
unlimited Portals: Unlimited Clients
unlimited Unlimited Digital signatures
unlimited SalesFlows: unlimited
15 TB 15 TB of Storage
Ultimate Ultimate Branding
unlimited Unlimited Audit trail
Company users
Client portals
Digital signatures
SalesFlows
Storage
Branding
Audit trail
$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
up to 5 per month SalesFlows: 5 per month
100 GB 100 GB of Storage
Basic Basic Branding
15 days 15 days of Audit trail
$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
up to 15 per month SalesFlows: 15 per month
300 GB 300 GB of Storage
Advanced Advanced Branding
30 days 30 days of Audit trail
$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
up to 50 per month SalesFlows: 50 per month
1 TB 1 TB of Storage
Advanced+ Advanced+ Branding
90 days 90 days of Audit Trail
$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
up to 150 per month SalesFlows: 150 per month
3 TB 3 TB of Storage
Advanced+ Advanced+ Branding
1 year 1 year of Audit trail
$2,924per month
unlimited Unlimited Company users
unlimited Portals: Unlimited Clients
unlimited Unlimited Digital signatures
unlimited SalesFlows: unlimited
15 TB 15 TB of Storage
Ultimate Ultimate Branding
unlimited Unlimited Audit trail
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
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.
Create documents from your own templates. Manage and store as many templates as you need.
We are re-sellers of Onfido and Yoti ID verification services: document checks, identity verification, politically exposed person checks. You pay for what you use. Contact us for prices.
We integrate with a number of European QES vendors. You can access them through MyDocSafe. £2 per signature. You pay, the signer signs using QES for free. The signer will be able to select the QES provider they want to sign with that is available in their country.
Send messages to all your portal users in one go. Buy credits for 5,000 messages for £15. Credits expire each month.
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.