Upcoming events

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.