Side by side
MyDocSafe vs Portico
Both stand on client intake software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free plan AndroidiPhoneWeb
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.
Visit MyDocSafe
Free plan APIWeb
Portico brings forms, documents, signatures, and payments into one onboarding flow, with client access through a branded portal. Free accounts have a three-active-onboarding monthly limit; annual-billing plans start at $29 a month.
Visit PorticoThe facts
| MyDocSafe | Portico | |
|---|---|---|
| Free plan | Yes | Yes |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | API, Web |
| Lowest paid plan | Business Pro: $25 a month | Starter: $29 a month |
| Plans published | 4 | 7 |
| Maker | Not published | Not published |
| Website | mydocsafe.com | portico.run |
| On client intake software | #6 of 27 | #10 of 27 |
MyDocSafe: what it does well
- Combines portals, e-signatures and workflow automation.
- Supports branded portals and secure document sharing.
- Offers integrations and an API for custom integrations.
- Customers can select UK, EU or US data storage.
What to know first
- Trial excludes ID verification tests and QES.
- QES costs $2.4 per signature.
- Extra guest users cost $1.2 per user per month.
- Extra storage costs $7 per GB per month.
Portico: what it does well
- Forms include conditional logic and automatic saving.
- Clients get a branded portal with magic-link access.
- Stripe payments can be collected during onboarding.
- REST API and webhooks are available.
What to know first
- Free accounts allow three active onboardings per month.
- The 14-day Pro trial moves to Free automatically.
- SOC 2 Type II and ISO 27001 are planned, not listed as current.
Alternatives to MyDocSafe Alternatives to Portico The whole list