Lower your cost and improve efficiency with MyDocSafe document management system

a feature rich document management
and electronic signature platform.

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Sign contracts faster

  • Sign contracts fast on any device

  • Automate reminders and filing

  • Save contract templates for quick re-use

  • Add SMS verification for extra security

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Capture client requirements better

  • Quickly design and share electronic forms to capture client requirements

  • Validate data inputs automatically to ensure you only get exactly what you need

  • Dynamically change what clients need to fill depending on their previous answers

Collect payments faster

Get paid faster

  • Combine contract signing with payments to make sure you get the money on time

  • Lower the risk of deal abort or bad debt

  • Make sure all agreed arrangements are documented before you start work

Collect payments faster
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Share your work securely

Instead of emailing documents or uploading large files through ‘send and forget’ services, invite your clients to MyDocSafe portals – give them separate login credentials to securely exchange documents, fill forms, make payments and even chat with you

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Automate hiring with portals

Set up employee portals through which you can capture data and negotiate through the complexities of onboarding a new employee: from personal information forms, through employment agreements to health safety and compliance forms.

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data protection laws

Automate your GDPR duties

  • From mapping out your own data processes to easy logging of client data requests to provision of remote access to client data through MyDocSafe portals

  • Offer your clients secure portals through which you can share documents, sign forms, fill forms and chat

  • Document the way your personal data flows through your systems with MyDocSafe GDPR dashboard – make it easy for consultants or auditors to check you are compliant.

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Stop wasting time looking for documents

MyDocSafe search facility lets you find client portals and documents quickly

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Keep your records tidy to minimise compliance and insurance risk

  • Scan, store, change, communicate, archive and delete information in your own encrypted electronic filing area

  • Create instantly accessible online forms, such as an employment application form, on your website

  • Manage and e-sign tenders, client service agreements, client engagement letters and other contracts

  • Automate document workflows, notifications and follow up reminders

  • Verify electronically signed documents and receive online payments

Save your clients filing time

DIY setup

  • You can set everything up yourself, just follow our videos and read a rich knowledge database

  • Use your branding and email templates

  • If you’d rather focus on more important things, contact us for a setup quote

Save your clients filing time

For a paperless office that your clients love.