The Hidden Cost of Chasing Clients for Documents
How much time does your firm spend chasing clients for engagement letters, ID documents, and bank details? Discover the real cost, and what to do about it.
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The Hidden Cost of Onboarding Friction in Professional Services
Onboarding friction rarely feels like a crisis, but it quietly taxes every new client relationship a professional services firm takes on. Here is how to see it, measure it, and design it out.
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Still asking clients to email sensitive documents? There's a better way.
Many UK accountancy firms still rely on email to collect passports, bank statements, signed forms and tax documents. A secure client portal offers a more organised, professional and efficient alternative.
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AI Automation – What It Looks Like in Practice
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, we’ve […] Read More…
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Introducing Account Templates for Tax Advisors, Accountants and IFAs
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 […] Read More…
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Saving on everyday clicks
AI will automate everything – but not just yet We’re not quite at the stage of fully voice-activated, AI-driven computing. For now, we still rely on keyboards, screens, and buttons. While MyDocSafe — along with many other innovators — is working toward speech-enabled interfaces, today we still depend on the mouse, hand-eye coordination, and sometimes […] Read More…
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Accountex 2025 – introducing AI4U and TaxNav
MyDocSafe Unveils AI4U and TaxNav at Accountex 2025 We’re thrilled to announce that MyDocSafe will be exhibiting at Accountex London 2025, taking place on 14–15 May at ExCeL London . Visit us at stand 1615 to explore our latest innovations designed to empower accountants and their clients. Introducing AI4U and Cora: Your Custom AI Assistant […] Read More…
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MyDocSafe is on the WealthTech100 list (again!)
MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […] Read More…
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Communicating through client portal software: picking the right tone of voice and medium
Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes. From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […] Read More…
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