Available integrations

Import and export documents

Import and export documents

Collect credit card payments when onboarding clients.

Set up direct debit mandates when onboarding clients.

Send documents for e-signature directly from SageLive.  Click here for installation instructions.

Send documents for e-signature or publish them to client portals directly from BTCSoftware.  Click here to find out more.

Run ID and document checks as part of end-to-end onboarding processes of employees or clients.

Send documents for e-signature or publish them to client portals directly from Logical-Office.  Click here to find out more.

Document management, esignature, and client portals seamlessly integrated with Glide Practice Management Software for accountants.

Automatically create client portals for clients set up in Xero. Automatically create invoices in Xero and import them to client portals in MyDocSafe.

Sell faster, work smarter.