MyDocSafe for Accountants, Bookkeepers, Tax Advisers and Payroll Professionals

Client portals, engagement letters, onboarding and secure messaging platform for accountants

Smiling woman wearing glasses and a white top

Securely store and share all sensitive client documents

Send quotes, proposals and easily request approvals with advanced e-signatures

Integrate seamlessly with Xero, Office365, Stripe and more

Distribute payslips and other client documents quickly and securely

Paying more than you need to? Having too many vendors? From Docusign through AdobeSign to Signable, VirtualCabinet, GoProposals and more - compare the pricing, consolidate your licences and save with us.

Find out more about our data management solutions for accountants when you sign up for a free trial.FREE TRIAL

mydocsafe customer portals

Get verified e-signatures on every accounting document

  • Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients.
  • Give your clients and employees the digital experience they expect: no more filing, no more email attachments.
  • Send new terms and conditions to all your clients for signing in seconds. We will do the chasing and housekeeping. At the end of the process each signed copy will appear in a specific client folder.
mydocsafe customer portals

Collect more accurate client data with secure e-forms

  • Design your own forms and deploy them securely
  • Improve data quality and speed of obtaining detailed client briefs
  • Cut ‘time to revenue’
mydocsafe customer portals

Combat fraud with seamless AML/KYC checks

  • Real-time name, address and document verification
  • Incorporated into seamless on-boarding processes
  • Or used as a stand-alone service
mydocsafe customer portals

Protect and manage all documents with industry-leading security

  • Fully-fledged DMS for professional services firms, including accountants.
  • Granular access rights ideal for both internal teams and clients that allows you to ring fence sensitive information from staff that do not need access to it.
  • Encryption key management service available for extra protection. Keep the keys yourself, escrow them with a third party or let us manage them for you.
  • Customer portals that show off your brand. Stay top-of-mind by keeping your brand in a private DocSafe of your client even for one-off transactions or after engagement ends.
  • Data held in Europe. Bespoke backup services are available.

Add advanced security features where required

  • Use electronic signature with SMS verification or facial recognition checks.
  • Verify authenticity of e-signature through our verification page.
  • Stamp important documents on the Ethereum blockchain.
  • Escrow private encryption keys with a reputable third party or hold them yourself for added re-assurance.
  • If required, procure qualified digital signatures from a range of European trust services providers
mydocsafe customer portals

Are you moving from another system? We will help you with the migration

  • Are you moving from Acc Send (AccSend), Wolter Kluwer or Iris OpenSpaces?  You are in good company.
  • Use our easy CSV uploader to import client contact information, create portals in bulk and build your pricing & services database
  • Easily upload data via Dropbox
  • Contact us for more complex data migration requirements

Customise MyDocSafe for your business todayLearn more

Start your free trial today

With airtight document sharing and distribution, seamless integration, advanced e-signature features and the ability to design your own e-forms, MyDocSafe is the only document security and eSign software you will ever need. You can customise your system to fit the specific requirements of your business.

Give both your clients and your team members the digital experience they deserve with our efficient and secure accounting document management system. With our platform, you’ll have the time to focus on growing your business further.

Learn more about what we can do for you when you sign up for a free trial.

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