Company users
Client portals
Digital signatures
$22per 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
$82per 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
$200per 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
$599per 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
Callfor pricing
60+ More than 60 Company users
2,500+ More than 2,500 Portals
3,500+ More than 3,500 e-signs
Company users
Client portals
Digital signatures
$28per 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
$99per month
8 users included 8 Company users
300 client users Portals: 300 Client users
up to 400 per month 400 Digital signatures per month
$240per 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
$699per 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
Callfor pricing
60+ More than 60 Company users
2,500+ More than 2,500 Portals
3,500+ More than 3,500 e-signs
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
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.
$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. $2.50 per signature.
Relevant mainly to corporate finance and bookkeeping businesses that use subportal structures. 10c / subportal user / 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.