In a world where customers expect instant, reliable answers, traditional support channels are starting to show their limits. Phone queues, overflowing inboxes, and scattered knowledge bases often leave both clients and teams frustrated. But a new shift is underway — one that blends secure customer portals with powerful AI assistants to transform how support is […]
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 […]
Coming Soon: MyDocSafe + TaxNav Integration — A Game Changer for Accountants Preparing for MTD ITSA
Coming Soon: MyDocSafe + TaxNav Integration — A Game Changer for Accountants Preparing for MTD ITSA Making Tax Digital for Income Tax Self Assessment (MTD ITSA) is fast approaching, and for many accountants, staying compliant is only part of the challenge. The real test lies in managing every moving part — from gathering client data […]
Smarter Fact Find Forms: Now with Internal Sections for Professional Use
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 […]