MyDocSafe - 2026 Pricing, Features, Reviews & Alternatives

MyDocSafe – Secure E-Signatures, Digital Onboarding & Client Portal Automation

MyDocSafe is a secure client interaction suite with e-signature, client portal and onboarding tools that help companies automate and personalise every stage of the client journey — from forms, signatures, and document uploads to payment collection and portal collaboration. It replaces paper-based workflows and email chains with efficient, branded digital experiences. Designed for accounting firms, law practices, wealth managers, consultants, HR teams, educators, and small businesses, MyDocSafe simplifies compliance and delivers measurable time savings.

E-Signatures and Approvals

MyDocSafe replaces pen and paper with legally binding digital signatures that comply with eIDAS, ESIGN, and UK regulations. Documents can be sent to one or multiple signers, either sequentially or in parallel. Authentication options such as access codes or 2FA protect sensitive content, while automatic reminders and detailed logs keep every process on track. Templates and reusable signature packages help firms close deals and finalise agreements faster while maintaining full control and compliance.

Client Onboarding and Workflow Automation

The workflow editor lets firms design automated onboarding or approval processes without coding. Each workflow can include e-sign requests, forms, file uploads, videos, quotes, and payment steps — with conditional logic to adapt to client responses. Fields can be mandatory or optional, and built-in validation ensures data accuracy. Clients follow a clear, step-by-step process with progress tracking, reminders, and the ability to pause and resume later. MyDocSafe shortens setup times, reduces human error, and ensures a consistent experience across all departments.

Client Portals and Collaboration

MyDocSafe’s secure, branded client portals replace insecure email exchanges with organised, auditable workspaces. Each portal can include configurable tabs for tutorials, notices, tasks, documents, and secure messages. Firms decide exactly how clients view, upload, and sign information. The result is a streamlined, GDPR-compliant environment for long-term engagement.

Portals can also host your own AI assistant, trained on your company’s knowledge base and intellectual property. The assistant answers client questions instantly and securely, improving service while reducing support workload.

Document Management and Distribution

MyDocSafe provides encrypted document storage and controlled sharing with granular permissions. Users can distribute payslips, reports, or statements automatically and confirm delivery with built-in receipts. Each document is individually encrypted, ensuring privacy even when shared externally. A dedicated MyDocSafe.com email address can be used to archive and encrypt incoming attachments automatically, creating a secure record of correspondence. Notifications and logs provide full visibility of all activity.

Payments and Integrations

Integrated payment requests allow firms to collect fees or deposits as part of a signing or onboarding flow. MyDocSafe’s API enables seamless integration with CRM, HR, and accounting systems, making it easy to embed e-sign, portal, and workflow features into existing tools or client-facing apps.

Security and Compliance

MyDocSafe uses AES-256 encryption for data at rest and TLS for data in transit. It offers UK/EU data residency, GDPR compliance, detailed audit trails, and optional two-factor authentication. Fine-grained permissions and full traceability protect sensitive information and maintain regulatory confidence.

MyDocSafe unifies e-signatures, onboarding, workflows