client onboarding communication

MyDocSafe eSign software for client onboarding and communication

  • Improve your efficiency through interactive and secure stakeholder portal technology that can be easily embedded into your IT infrastructure

  • Minimise non-billable time and low value added time through automatic document distribution, reminders, notifications and paperless onboarding

  • Lower your compliance and reputation risks by encrypting your client communications

MyDocSafe for HR

  • Attract and retain top talent through a slick and fast employee onboarding process

  • Build a reputation of a paperless employer who treats time of its staff as the most precious resource

MyDocSafe for HR image
MyDocSafe for sales image

MyDocSafe for sales

  • Never miss a bonus because of delays in deal completion

  • Maximise deal value through a professional and fast KYC and an onboarding process that delights your clients

  • Never lose a client because of cumbersome paperwork

MyDocSafe for Compliance

  • Speed up your client signup processes

  • Minimise deal abort risk

  • Improve compliance and audit costs

  • Provide an excellent client experience

One eSign, AML/KYC & Document Security app to replace them all

Used by 10,000+ companies worldwide.

E-signature solutions

eSign documents faster on any device.
Add 2-factor authentication. Verify document authenticity.

Quotes & proposals

Sell faster by automating client signup & onboarding, from fact find webforms, through contracts to ID verification and payment setup.

Secure portals

We are your front-of-house client portals helping you with compliance, customer experience and upselling.

Ideally suited to every industry

It doesn’t matter who you are, big or small

Our integrations with leading tools

What customers say

For a paperless office, that your clients love.

Download MyDocSafe app
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