All-in-1 Client Transaction Software for Professional Services Firms
From proposals and KYC to e-signatures, tasks, secure data rooms, and client portals.
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Signatures
Portals
Proposals
Practice Management
Onboarding
ID checks
Forms
Trusted by
E-Signatures
100% of our clients choose to use our digital signatures
Save time, money and the planet by signing all documents electronically. Our e-signatures are legally binding, secure, and easy to use.
- Password protection & SMS verification
- Bulk send & mail merge
- Complex multi-party workflows
Client Portals
Our clients use secure access portals to share documents
Save time and money and manage complex transactions through MyDocSafe portals. Create branded, secure spaces for each client.
- Branded client portals
- Secure document sharing
- Bank-level encryption
Practice Management
Run tasks, time and team collaboration in one secure workspace
Coordinate internal delivery and client actions in one place. Assign tasks, track deadlines, log time, and keep all communication tied to the right job and documents.
- Task assignment for teams and clients
- Built-in timers and timesheets
- Workflow templates and recurring processes
Business Proposals
Create proposals that convert prospects into paying clients
Scope services, present clear pricing, and move directly to acceptance, signing and payment from one guided journey. Keep your sales flow simple and measurable.
- Branded, reusable proposal templates
- Integrated approvals and e-signatures
- Faster sales cycle from quote to onboarding
Streamline your sales
Sell faster
Scope, quote, contract, payment and ID check on a single link. Streamline your entire sales process.
Try us for free for 30 days to see how much you can save
Speed up your processes, improve green credentials, impress your clients and employees
One app instead of many
More secure, more productive, more cost-effective
Verifiable E-Signatures \ Password protection, SMS codes, bulk send, mail merge, and complex workflow integration.\ Learn more → Customizable Client Portals \ Bespoke portals for document sharing, signing, ID checks, data collection, and service sales.\ Learn more → Streamlined Proposals \ Customizable webforms, onboarding workflows, automated proposals from discovery through payment.\ Learn more → Document Management \ Secure storage, organization, and sharing with bank-level encryption and access controls.\ Learn more → ID, KYC & AML Checks \ Automated identity verification and background checks for regulated industries.\ Learn more → Employee Onboarding \ Streamline HR processes with automated document collection and e-signatures.\ Learn more → Task Management \ Assign, track, and complete tasks across your team with real-time dashboards and automated reminders.\ Learn more → Timesheets \ Log billable hours, approve timesheets, and generate reports for accurate project billing.\ Learn more → Pricing Tool \ Build dynamic pricing proposals and quotes that convert prospects into paying clients.\ Learn more →
Over 10,000 companies around the world use MyDocSafe
Sign documents and improve customer engagement processes
Accountants Legal Financial Services Human Resources Real Estate Education Medical Government Payroll Tax Wealth Management Insurance
Testimonials
What Our Customers Say
“I really like the 'auto delete' which is a brilliant feature to help with General Data Protection Regulation compliance.”
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Amy Heighton
Heighton Bookkeeping
“I can easily upload a new contract and send it out to a client within minutes. The platform is incredibly intuitive.”
T
Tara Kachaturoff
Michigan Entrepreneur
“Your Outlook plugin is fantastic. Your system is excellent and really speeds up the accounts and tax return signing and filing.”
A
Anthony Mills
MDM Accounting
“I have used MyDocSafe for a number of years for my accountancy practice. I have found it to be an excellent product.”
D
David Walker
Jackson Walker Limited
“The platform is intuitive with a clear layout and excellent customer service. They regularly modernize with great new features.”
M
Ms. Crich
Capital Business Links
“Versatile, simple to use, efficient supplier/customer onboarding, and exceptional implementation support from the team.”
N
Nilen Patel
Managing Director , HNS Pharma
Integrations
The flexibility to integrate with your existing systems
From accountancy practices to real estate agents, MyDocSafe supports every industry
Latest Insights
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May 25, 2026
The Hidden Cost of Onboarding Friction in Professional Services
Onboarding friction rarely feels like a crisis, but it quietly taxes every new client relationship a professional servic...
May 21, 2026
Still asking clients to email sensitive documents? There's a better way.
Many UK accountancy firms still rely on email to collect passports, bank statements, signed forms and tax documents. A s...
Enterprise Security
You want security and efficiency. Your customers demand simplicity.
MyDocSafe document security delivers both
Bank-Level Encryption
256-bit AES encryption for all documents at rest and in transit.
Permission-Based Access
Granular access controls ensure only authorized users see sensitive data.
E-signature Verification
Advanced verification technology including SMS codes and biometrics.
Encrypted Email
Share documents securely via encrypted email links.
Secure Storage
Regular backups and redundant storage protect your data.
Audit Trail
Complete history of all document access and actions.
Start your 30 day trial today
MyDocSafe is the only client portal and e-sign software you need.
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