MyDocSafe for Tax Advisers
Simple, secure, streamlined tax document management software
Faster fact-finding and automated on-boarding
- Logic based fact find forms with field validation and automated address lookups.
- Automatic integration with the Companies House in the UK
- Mobile friendly
Engagement letters design and e-signatures verification
- Create a catalogue of your services and charges
- Design your engagement letters, control their look and feel and branding
- Pick required services from a drop down menu for automatic addition to the engagement letter
- Send the engagement letter for digital signing. Control who signs first. Works on any devise.
Secure, seamless approval and payments
- Upload your tax reports for approval by the client.
- Specify the fee.
- Require the client to pay before they can see and approve the return.
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Tax document management software to sign up, service and retain clients
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