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
Top 5 alternatives to MyDocSafe
Key benefits of MyDocSafe
Devices
Business size
Markets
United Kingdom
Supported Languages
English
Pricing starting from:
US$8,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to MyDocSafe
Images
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
DocuSign
PandaDoc
Content Central
Reviews
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Write a Review!- 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.
- 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.
- 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.
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
- 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.
- 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
MyDocSafe FAQs
Below are some frequently asked questions for MyDocSafe.Q. What type of pricing plans does MyDocSafe offer?
MyDocSafe offers the following pricing plans:
- Starting from: US$8,00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Unlimited e-signaturs
Q. Who are the typical users of MyDocSafe?
MyDocSafe has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+
Q. What languages does MyDocSafe support?
MyDocSafe supports the following languages:
English
Q. Does MyDocSafe support mobile devices?
MyDocSafe supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does MyDocSafe integrate with?
MyDocSafe integrates with the following applications:
Dropbox Business, GoCardless, Microsoft Outlook, Xero
Q. What level of support does MyDocSafe offer?
MyDocSafe offers the following support options:
Email/Help Desk, FAQs/Forum, Phone Support, Chat
Related categories
See all software categories found for MyDocSafe.
