MyDocSafe

What MyDocSafe is

MyDocSafe combines client portals, electronic signatures and workflow automation for businesses and individuals. Its onboarding tools bring proposals, forms and document requests together with reminders, internal workflows, secure messaging and file sharing. Users can create branded portals, while signature options include password protection, SMS verification, bulk sending, mail merge and multi-party workflows. Integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive; an API supports custom integrations. The service is available on web, Android and iOS. MyDocSafe says uploaded files are encrypted with AES-256 and transfers use 256-bit SSL/TLS encryption. It also says it is ISO 27001 certified through UKAS-accredited processes, and customers can choose UK, EU (Ireland) or US data storage. Business Pro is $25.00 per month billed annually; Accounting Pro is $36.00 and Deal Pro is $63.00, both billed annually. A 30-day trial requires no credit card and includes 20 e-signatures, but excludes ID verification tests and QES.

Who it suits

MyDocSafe may suit businesses and individuals managing client onboarding, document sharing and signatures. Listed industries include accounting and tax firms, law, education, HR, medical, real estate and others.

Limits

The 30-day trial includes 20 e-signatures and excludes ID verification tests and QES. Business Pro, the lowest priced listed plan, costs $25.00 per month billed annually and includes 200 guest users, 500 GB storage and a 90-day audit trail. Additional listed charges are $1.2 per extra guest user per month, $7 per extra GB of storage per month and $2.4 per QES signature.

Getting started

1. Visit MyDocSafe on the web.
2. Choose the free plan or start the 30-day trial, which requires no credit card.
3. Use the web service or its Android or iOS app.
4. Set up client onboarding with proposals, forms or document requests.
5. Connect a listed integration or use the API for a custom integration.

Verdict

MyDocSafe combines onboarding, document exchange and signature workflows with mobile and web access. The trial has defined limits, and paid plans and additional charges vary by usage.