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Electronic signature, client portals, proposals software, AML and KYC

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## Main Navigation

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# All-in-1 business proposal, client access portal
& electronic signature software
### Sell to prospects, e-sign documents,
automate onboarding and data exchange
Start A 30 day free trial

## 100% of our clients choose to
use our electronic signatures
### Save time, money and the planet by
signing all documents electronically
Start A 30 day free trial

## Our clients use secure access portals
to share documents
### Save time and money and manage complex
transactions through MyDocSafe portals
Start A 30 day free trial

## Sell faster
### Scope, quote, contract, payment and ID check
on a single link
Start A 30 day free trial

## 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
Get started now

Member of

## Insights

### Smarter Fact Find Forms: Now with Internal Sections for Professional Use

October 18, 2025

- Accounting and bookkeeping|
- Law Firms|
- Wealth Managers and Financial|
- Web Forms|

### Streamlining Investor Relations with MyDocSafe Public Links

October 08, 2025

- Digital signature|
- Law Firms|
- Web Forms|

### Self-Service Selling of Professional Services

September 29, 2025

- Accounting and bookkeeping|
- Law Firms|
- Medical|
- Tax Advisors|
- Wealth Managers and Financial|

MORE INSIGHTS

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## Streamlining and Simplifying Operations

MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue.

### Stop wasting time chasing forms and filing paperwork Choose advanced verification e-sign software

Simplify and streamline your proposals with a customizable workflow and entirely paperless quoting process.

Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.

Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

START A 30 day free trial Customize for your business

## You want security and efficiency. Your customers demand simplicity.
### MyDocSafe document security delivers both

Along with advanced e-signature verification technology, MyDocSafe secures all your sensitive documents with the same top-level encryption standard used by financial institutions.

Manage your own preferences and permissions to share or restrict document access.

Share documents safely internally and externally with encrypted emails.

Rest assured that all your files are securely stored and regularly backed-up with legally compliant practices.

## Future proof your way to better customer engagement
### Use simpler sign-ups, automated contract renewals and streamlined onboarding processes

To keep your prospects and clients engaged at every stage of the customer journey, you need the tools that deliver a simple, seamless experience. MyDocSafe has them all.

**It’s the smarter way to propose, close and continually support your customers.**

START A 30 day free trial

Simplify and streamline your proposals with a customizable workflow and entirely paperless quoting process.

Close deals faster – and avoid administrative delays – with efficient, effective, multi-departmental workflows.

Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

Attract and retain top talent through a slick and fast employee onboarding process.

## Choose the more flexible, more cost-effective, more modern way to manage your digital office.
### MyDocSafe is easy to use. It’s easy to save time and transform your operations. It’s easy to engage more customers.

With advanced e-signatures, bespoke client portals, ID checks and custom workflow processes all in one place, MyDocSafe delivers comprehensive document management tools that let you do more for less, cutting costs and improving productivity.

It’s the only document security software you need to speed up proposals, verify digital signatures, close more deals, boost customer loyalty and increase your bottom line.

## One app instead of many.
### More secure, more productive, more cost-effective.

Client Onboarding

Encrypted Email

Document Management

Employee Onboarding

Digital Signature

ID, KYC & Background Checks

Client Portals

Webforms

Quotes & Proposals

START A 30 day free trial

## Over 10,000 companies around the world use MyDocSafe.
### Sign documents and improve customer engagement processes

From accountancy practices to real estate agents, MyDocSafe supports every industry

Accountants

Real Estate

Education

Legal

Account payable

Medical

Government

Payroll

HR

Tax

Wealth management

“I really like the “auto delete” which is a brilliant feature to help with General Data Protection Regulation compliance”.

Amy Heighton, Heighton Bookkeeping

“As an entrepreneur, I needed something that was quick and easy to use with client contracts. I tried several other apps prior to landing on MyDocSafe. It has all the features I need (and a lot more!) I can easily upload a new contract and send it out to a client within minutes. It’s a simple solution that gets the job done!”

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".

Anthony Mills, MDM Accounting Limited

“I have used MyDocSafe for a number of years for my accountancy practice. I have fount it to be an excellent product and it has helped me immensely”.

David Walker, Jackson Walker Limited

"MydocSafe is a very intuitive platform. The website layout is clear and legible and the operation itself is simple and self-explanatory. Actions aimed at modernizing and improving the process of secure document circulation are regularly carried out. Communication and customer service is at the highest level."

Ms. Crich, Capital Business Links

"HNS Pharma have been using MyDocSafe.com for around 5 months now and we are amazed by its versatility and simplicity. We have been using the platform for supplier and customer onboarding using the proposals feature, which is working incredibly efficiently. In addition we have recently set up Staff portals for HR documentation and training records. I’m sure we will find many more helpful features that we can make use of. We have received incredible support from MyDocSafe during our initial implementation period and they are happy to help whenever we have any technical questions. They are a joy to work with and have created an invaluable tool for businesses of all sizes."

Nilen Patel, Managing Director, HNS Pharma Limited

## Integrations
### The flexibility to integrate with your existing systems.

From accountancy practices to real estate agents, MyDocSafe supports every industry

Try for 30 days - no credit card required

Customize MyDocSafe for your business todayLearn more

## Looking for a specific feature or workflow?
### We would love to hear about your requirements.

Talk to a member of our team today.

**(863) 270 9779 (5 am – noon EDT)**

##### Verifiable e-signatures

Add password protection or SMS codes, send in bulk, use mail merge or embed in complex workflows.

##### Customizable client portals

Create bespoke client portals for every customer, deal or project, to securely share or sign documents, run ID checks, request documents and data and sell your services - improving experience, loyalty and your top line.

##### Streamlined proposals

Engage prospects and close deals faster with customizable webforms, onboarding workflows and automated proposals from fact-finding to payment setup.

## Start your 30 day trial today

MyDocSafe is the only client portal and e-sign software you need.

Start A 30 day free trial

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### FEATURES

- Client onboarding
- Digital signatures
- Client access portals
- Virtual Data Rooms
- Secure Document Management
- Quotes and Proposals
- ID verification services
- Employee Onboarding
- Encrypted Email
- Web Forms

### INDUSTRIES

- Accounting and bookkeeping
- Education
- Estate planning
- Human Resources
- Law Firms
- Local Authorities
- Medical
- Payroll
- Real Estate
- Tax Advisors
- Wealth Managers

### SUPPORT

- Application Overview
- Knowledge database
- Technical support
- What’s new

### SECURITY

- Key management
- Security Overview
- Blockchain

### LEGAL

- Is e-signature legal?
- Terms of Service
- Acceptable Use Policy
- GDPR guide for dealing with EU
- Privacy Policy
- Data Processing Agreement

### MYDOCSAFE

- Who we are
- Contact us
- Work with us
- Investor relations
- Referrals program
- API
- Blog

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