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 […]
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 […]
On the Superiority of Secure Portal Messaging over WhatsApp
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 […]