Virtual data rooms

The only virtual data room software you need to run your transactions more efficiently

Upload transaction documents to a secure cloud portals for faster, more efficient document management

Quickly and easily share files, documents for signing, and data collection forms with deal stakeholders

Keep your deal data safe and your processes compliant with security by design, privacy by default


Simply and securely create data rooms for deals such as M&A, insolvency or real estate

  • MyDocSafe is the quick, easy and safe way to share important transaction related documents with all relevant stakeholders.  Create individual deal rooms and upload all the documents you want to securely store and share.
  • Send contracts for digital signing, gather information with data collection forms and create entire document workflows. From personal details to financial data, all information, files and documents are kept highly secure.
mydocsafe customer portals

Streamline new customer onboarding with automated client portal software

  • Speed up proposals and onboard new clients with MyDocSafe’s customizable workflows

  • Create step-by-step customer journeys to automate the whole onboarding process, from first contact to signed contract

  • Seamlessly transition customers between departments, all within their bespoke client portal – so there are no hold ups

  • Manage access rights for individual documents or across the entire portal, to give different staff members and different departments the relevant permissions


Protect your clients’ data – without limiting accessibility

  • MyDocSafe’s client portal software helps you keep your clients’ data secure and fulfil your data protection obligations faster.

  • Each portal safely stores individual and organizational data, encrypted and stored on US servers. Use them to distribute, store and manage consent forms, or respond to subject access requests.

  • All portals can be searched to find required data, and full audit trails are always available to help your business comply.


Extend your unique customer experience through bespoke transactional portals

  • Deliver a seamless extension of your organization with fully customizable portals, branded with your own logo, colors and layout

  • Or add branding that matches your clients’ for added personalization

  • Customize each client experience with bespoke automatic processes including form filling, ID checks, payment requests, and contract signing

  • Create separate portal groups for different types of transactions, with different broadcast announcements and terms & conditions for each group

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The simple, secure, streamlined data room software

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A data room is a secure online repository used for storing and sharing sensitive documents and information. It's commonly used in business transactions like mergers and acquisitions, legal proceedings, and secure document management. MyDocSafe provides a highly secure and user-friendly data room solution to facilitate these processes.

Using a data room ensures that your confidential documents are stored and shared securely, preventing unauthorized access. MyDocSafe's data rooms offer features like advanced encryption, user access controls, and activity tracking, ensuring that your sensitive information is protected at all times.

MyDocSafe's data rooms utilize advanced security measures, including AES-256 encryption, secure socket layer (SSL) protocols, and two-factor authentication. These features ensure that your documents are safe from unauthorized access and cyber threats, providing peace of mind for your sensitive transactions.

Yes, MyDocSafe allows you to set granular permissions for each user. You can control who can upload or view the documents, ensuring that only authorized individuals have access to your sensitive information. This helps maintain confidentiality and integrity of your documents.

A data room streamlines the process of document sharing and management, making business transactions more efficient. MyDocSafe's data rooms facilitate secure collaboration, quick document retrieval, and real-time updates, reducing the time and effort required for due diligence and other critical activities.

Data rooms are beneficial for a wide range of businesses, including those in finance, legal, real estate, and healthcare. Any business that requires secure storage and sharing of sensitive documents can benefit from MyDocSafe's data room solutions, which provide robust security and efficient document management. MyDocSafe data rooms are also particularly useful to companies that acquire other companies and run the due diligence process themselves. Since MyDocSafe has its own e-signature capabilities, the system can add value before, during and after an acquisition - to onboard and manage new employees, for example.