AI Automation – What It Looks Like in Practice For years, “AI automation” has been a buzzword thrown around at conferences and across social feeds. But what does it actually look like in day-to-day professional practice—especially for accountants, tax advisors, lawyers and financial planners who depend on clients completing tasks on time? At MyDocSafe, […]
Smarter Fact Find Forms: Now with Internal Sections for Professional Use
Smarter Fact Find Forms: Now with Internal Sections for Professional Use At MyDocSafe, we are constantly refining our workflows to make client onboarding smoother and more intelligent. Our latest update to Fact Find Forms introduces a powerful new capability: internal sections. These are forms that only your team can see and complete. What’s new Until […]
Streamlining Investor Relations with MyDocSafe Public Links
Streamlining Investor Relations with MyDocSafe Public Links Investor relations can get messy fast. Important resolutions, consent requests, and document sign-offs often involve dozens—or hundreds—of shareholders. Sending everything as attachments, managing multiple replies, and tracking who’s responded can quickly turn into an administrative nightmare. With MyDocSafe’s Public Link feature, that complexity disappears. One Link. Complete Workflow. […]
Self-Service Selling of Professional Services
Self-Service Selling of Professional Services – Powered by a Single Link Professional services are changing. Clients expect the same convenience from accountants, tax advisors, solicitors, and consultants as they do from online retailers: speed, clarity, and self-service options. The firms that adapt will stand out. At MyDocSafe, we’ve made that adaptation simple—by enabling you to […]