On the Superiority of Secure Portal Messaging over WhatsApp Accountants are busier than ever. Clients expect instant answers, documents flow in at all hours, and regulations tighten every year. In conversations with our clients—many of them accountancy practices—we learned that a large number had, at some point, given out their personal WhatsApp numbers to clients. […]
Introducing Account Templates for Tax Advisors, Accountants and Financial Advisors
We’re excited to announce a new feature in MyDocSafe: Account Templates – ready-made, profession-specific setups designed to help you onboard clients faster, deliver services more efficiently, and get paid sooner. What are Account Templates? Account Templates are pre-configured MyDocSafe workspaces tailored to the needs of specific professions. We’ve started with three of the most popular […]
Save your clicks for profit
AI will automate everything – but not just yet We’re not quite at the stage of fully voice-activated, AI-driven computing. For now, we still rely on keyboards, screens, and buttons. While MyDocSafe — along with many other innovators — is working toward speech-enabled interfaces, today we still depend on the mouse, hand-eye coordination, and sometimes […]
Automating Contract Management: A Step-by-Step Guide for Legal Firms
Overview Automating contract management is not merely beneficial; it is essential for legal firms aiming to enhance operational efficiency, reduce manual errors, and improve compliance with regulatory standards. Legal professionals often grapple with the complexities of manual contract oversight, which can lead to significant challenges. This article elucidates how automation tools, such as MyDocSafe, effectively […]