About MyDocSafe

MyDocSafe is an e-signature and on-boarding platform that enables companies to automate and personalize customer sign up processes including forms, e-signing, payment collection, and document upload. The platform is flexible and suits businesses of all sizes and various workflows within industries such as accounting, law, small business, HR, education, and financial.

MyDocSafe enables organizations to replace pen and paper with more efficient, legally binding e-signatures that help close and process deals faster. Client on-boarding features allow users to create secure forms and bespoke flows for various client types. Digital onboarding processes can include optional and obligatory fields, conditional answers and check for data format. Multi-purpose customer portals allow the secure sharing and signing of documents with advisrs, family or other third parties.

Secure document and e-payslip distribution provides delivery confirmation receipts for all digital documents, including sign-off tracking and automatic distribution features. Users can setup a dedicated MyDocSafe.com email address to archive and encrypt email attachments automatically, as well as receive activity logs via email. Document management features provide secure document sharing and delivery with individual file encryption and granular access rights.

Pricing starting from:

US$8,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of MyDocSafe

  • MyDocSafe combines document management with native electronic signature, secure forms and a workflow orchestration engine.

  • Automated onboarding processes help ensure compliance, including a full historical log of activities that help companies stay audit ready.

  • MyDocSafe.com emails automatically archive and encrypt email attachments in a designated folder to efficiently store bills, payslips and legal documents

  • The solution empowers companies to deploy end-to-end workflows that involve personal or sensitive data such as during onboarding, KYC (know your customer), and hiring.

  • MyDocSafe enables users to on-board clients more efficiently by replacing pen and paper with legally binding e-signatures.

  • Devices

    Business size

    S M L

    Markets

    United Kingdom

    Supported Languages

    English

    Pricing starting from:

    US$8,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    MyDocSafe Software - client portal
    MyDocSafe Software - Identity verification
    MyDocSafe Software - Identity verification
    MyDocSafe Software - Identity verification report
    MyDocSafe Software - Document management
    MyDocSafe Software - Document management
    MyDocSafe Software - Electronic forms
    MyDocSafe Software - Sending electronic forms
    MyDocSafe Software - electronic signature
    MyDocSafe Software - Adjustable templates
    MyDocSafe Software - Workflow automation
    MyDocSafe Software - Workflow automation
    MyDocSafe Software - Creating a workflow
    MyDocSafe Software - Adding and editing steps
    MyDocSafe Software - Monitoring progress of workflows
    MyDocSafe Software - Sending a workflow to a prospect
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    MyDocSafe video
    MyDocSafe video
    MyDocSafe video
    MyDocSafe video
    MyDocSafe Software - client portal MyDocSafe Software - Identity verification MyDocSafe Software - Identity verification MyDocSafe Software - Identity verification report MyDocSafe Software - Document management MyDocSafe Software - Document management MyDocSafe Software - Electronic forms MyDocSafe Software - Sending electronic forms MyDocSafe Software - electronic signature MyDocSafe Software - Adjustable templates MyDocSafe Software - Workflow automation MyDocSafe Software - Workflow automation MyDocSafe Software - Creating a workflow MyDocSafe Software - Adding and editing steps MyDocSafe Software - Monitoring progress of workflows MyDocSafe Software - Sending a workflow to a prospect

    Features

    Total features of MyDocSafe: 40

    • API
    • Access Controls/Permissions
    • Approval Process Control
    • Approval Workflow
    • Audit Management
    • Audit Trail
    • Authentication
    • Billing & Invoicing
    • Client Management
    • Client Portal
    • Compliance Management
    • Configurable Workflow
    • Consent Management
    • Customizable Branding
    • Customizable Templates
    • Data Mapping
    • Data Security
    • Digital Signature
    • Document Analytics
    • Document Management
    • Document Review
    • Document Storage
    • Document Templates
    • Drag & Drop
    • Electronic Signature
    • Email Management
    • File Sharing
    • Incident Management
    • Mobile Signature Capture
    • Multi-Party Signing
    • PIA / DPIA
    • Policy Management
    • Reminders
    • Risk Management
    • SSL Security
    • Secure Data Storage
    • Sensitive Data Identification
    • Task Progress Tracking
    • Web Forms
    • Workflow Management

    Alternatives

    HelloSign

    4,6
    #1 Alternative to MyDocSafe
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    DocuSign

    4,8
    #2 Alternative to MyDocSafe
    Simplify life. Accelerate your business. DocuSign pioneered eSignature and created the world’s first agreement cloud.

    PandaDoc

    4,5
    #3 Alternative to MyDocSafe
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    Content Central

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    Reviews

    Overall rating

    3,8 /5
    (6)
    Value for Money
    4,2/5
    Features
    3,5/5
    Ease of Use
    3,3/5
    Customer Support
    3,2/5

    Already have MyDocSafe?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 6
    Anthony M.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Could not imagine being without MyDocSafe

    Reviewed on 2021/06/18

    I really enjoy being able to send encrypted emails (and attachments) direct from Outlook and the...

    I really enjoy being able to send encrypted emails (and attachments) direct from Outlook and the e-signing routine is perfect. I would highly recommend MyDocSafe to anyone needing these elements. It is just so easy to use (even if at first you need to take time getting the setup & options as you want them).
    The customer service and support is brilliant ... and nothing is too much trouble, with a fast response to any query.
    .... I cannot imagine being without MyDocsafe in my accountancy practice.

    Pros

    The ease with which I can send encrypted emails direct from Outlook is a real time-saver and helps compliance with GDPR.

    The e-signing of documents is so quick and easy. I often receive back signed documents from clients before I have finished tidying up my desk following completion of accounts and/or tax returns ... and so am able to immediately file everything online at HMRC etc .... So much time (and printing/postage) is saved .... paying for the subscription!

    Cons

    I would like to be able to see subscription status more easily.
    Perhaps a simpler email template setup and more options for sending direct from Outlook .... but really .... there is nothing I'm missing and once setup it works perfectly.

    Andrew D.
    Overall rating
    • Industry: Financial Services
    • Company size: 501-1 000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A great product for the price, but...

    Reviewed on 2020/09/12

    Pros

    A great product for the price. Creating signature and other fields is a doddle. There are no document size limitations.

    Cons

    It strips out all changes made with Apple's Preview. In one case a client signed a blank document.

    There are a number of shortcomings. For example, there is no support (so the company will only find out about these shortcomings through this review, if they read it), it doesn't support changes made through Apple's Preview (How many influential users use a Mac? All of them?) and arranging documents into folders is clunky at best.

    Verified Reviewer
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Unfortunate Turn

    Reviewed on 2020/03/12

    Sadly customer service no longer cares for current customers.

    Sadly customer service no longer cares for current customers.

    Pros

    When we first purchased the product it was working great for the price. There were other platforms that had way better functionality but restricted monthly contract sends.

    Cons

    I have been talking to support off and on for the past 4 months to get my account working and they said they prioritize based on severity... We could no longer create contracts which I would think should be high priority to fix.

    Alternatives Considered

    DocuSign and HelloSign

    Reasons for Switching to MyDocSafe

    It was the next step for us based on price and functionality.

    Response from DocSafe

    Hello, we have improved a lot since you last had a look a us. I would be happy to offer you a demo and discuss any concerns you may have. Kind regards, Daniel Stachowiak, MD

    Graham L.
    Overall rating
    • Used for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    great potential

    Reviewed on 2018/02/07

    Pros

    Quite unique and has the potential to do away with multiple subscriptions as it handles so much. Great feature set and potential fantastic API.

    Cons

    Seems to lack basics that actually prevents us from using it. Yes it has fantastic ID verification at a go but sometimes we just might want our signees to upload a copy of their ID to us. The e-signature template page does not seem to allow document upload. Furthermore creating it into a template to be used again and again by multiple signees was not an easy process. One we did it we still couldn't work out how to include this as part of a 'flow' - then again got stuck with saving a template flow to send to multiple clients. We tried this software 6 months ago and went back to our usual (more expensive) alternative... sorry to say, we're sticking with the alternative until the basics are implemented properly.

    Blessing E.
    Overall rating
    • Industry: Research
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Very Convenient

    Reviewed on 2017/02/02

    In the event of no access to a printer or fax machine, the capability to sign and send electronic...

    In the event of no access to a printer or fax machine, the capability to sign and send electronic signatures is highly valuable and MyDoc provides a convenient, secure and easy to use service to get this done within minutes. Never had a problem using this tool. Highly recommended for business and personal use.

    Pros

    Very easy to use. Document is not distorted in any way to make before and after e-signing. Provides good link to sender and recipient.

    Cons

    Everything is satisfactory

    Showing 5 reviews of 6 Read all reviews

    MyDocSafe FAQs

    Below are some frequently asked questions for MyDocSafe.

    MyDocSafe offers the following pricing plans:

    • Starting from: US$8,00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Unlimited e-signaturs

    MyDocSafe has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    MyDocSafe supports the following languages:

    English

    MyDocSafe supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    MyDocSafe integrates with the following applications:

    Dropbox Business, GoCardless, Microsoft Outlook, Xero

    MyDocSafe offers the following support options:

    Email/Help Desk, FAQs/Forum, Phone Support, Chat

    Related categories

    See all software categories found for MyDocSafe.