Upcoming events

Kent Vision LIVE 2018

Date: 16th May 2018
Description: Kent Vision LIVE is the South East’s premier business showcase and the largest regional business event in the UK.

MyDocSafe is coming to Kent Vision LIVE 16th May 2018

Accountex 2018 London

Our stand no.: 294
Date: 23 – 24 May 2018
Address: Excel, LONDON
Description: The UK’s largest exhibition and conference dedicated to Accountancy & Finance Professionals.

Your front-office software suite.

My DocSafe e-signature solution

E-signature solutions

Faster deals, happier clients.

My Doc Safe - workflow design automation

Workflow automation

Design your own on-boarding processes

My Doc Safe - secure document management

Secure document management

Client portals, secure sharing and delivery.

MyDocSafe for accountant

MyDocSafe for sales

  • End-to-end client onboarding

  • Create and send proposal letters, electronically sign contracts

  • Automate KYC/AML checks

  • Collect payment or set up direct debit mandates

  • Design, deploy and monitor onboarding flows that fit your requirements

MyDocSafe for HR

  • Speed up your hiring process

  • Automate ID and right-to-work checks

  • Cut payslip distribution cost

  • Automate workplace compliance

MyDocSafe for HR
Relationship management - MyDocSafe

MyDocSafe for relationship management

  • Interactive and secure stakeholder portals

  • Secure document sharing, distribution, archiving and encryption

  • Mobile apps for notifications, form filling and e-signing

  • GDPR ready: right to data erasure, right to data portability, encryption key management

MyDocSafe for Compliance

  • GDPR portal for compliance management

  • Client, investor and employee portals

  • KYC/AML checks integrated into onboarding flows

  • MiFID 2 client classification platform

Our Partners

Sell faster, work smarter.