MyDocSafe Unveils AI4U and TaxNav at Accountex 2025 We’re thrilled to announce that MyDocSafe will be exhibiting at Accountex London 2025, taking place on 14–15 May at ExCeL London . Visit us at stand 1615 to explore our latest innovations designed to empower accountants and their clients. Introducing AI4U and Cora: Your Custom AI Assistant […]
MyDocSafe is on the WealthTech100 list (again!)
MyDocSafe has been recognised by FinTech Global as one of the most innovative and relevant WealthTech companies in the world. Sixth annual WealthTech100 list names the companies transforming the world of wealth and asset management The latest edition of the WealthTech100 has been launched today by FinTech Global, a specialist research firm. This prestigious ranking […]
Communicating through client portal software: picking the right tone of voice and medium
Secure client portals are designed to be communication hubs, but with a large number of communication mediums available, one needs to carefully design one’s communication strategy with clients in order to hit just the right notes. From the right tone, through the right frequency and the right content, how you communicate will impact cusotmer satisfaction […]
MyDocSafe now offers Qualified Electronic Signatures
What is a Qualified Electronic Signature? A qualified electronic signature (QES) is an electronic signature that is compliant with EU so called eIDAS Regulation (No 910/2014) for electronic transactions within the internal European market. In a nutshell, it allows one to verify authorship of an electronic signature. Note that eIDAS requires that no electronic signature should be denied legal […]