MyDocSafe
MyDocSafe combines client portals, electronic signatures, and workflow automation for businesses and individuals.
What MyDocSafe is
MyDocSafe combines client portals, electronic signatures, and workflow automation for businesses and individuals. For onboarding, it brings together proposals, forms, and document requests with automated reminders, internal workflows, secure messaging, and file sharing. Users can create branded portals for document sharing. Signature tools include password protection, SMS verification, bulk sending, mail merge, and multi-party workflows. The platform lists integrations with Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox, and Google Drive; its API can be used to build custom connections. Files are encrypted with AES-256 after upload, and transfers use 256-bit SSL/TLS encryption. MyDocSafe says it is ISO 27001 certified under UKAS-accredited processes, and customers can choose UK, EU (Ireland), or US data storage. It is available on web, Android, and iOS. Business Pro is $25.00 per month billed annually, Accounting Pro is $36.00 per month billed annually, and Deal Pro is $63.00 per month billed annually. A free plan and a 30-day trial are listed; the trial requires no credit card and includes 20 e-signatures, but excludes ID verification tests and QES.
Good
- Combines portals, e-signatures, and workflow automation.
- Includes branded portals and secure file sharing.
- Offers integrations and an API for custom connections.
- Customers can choose UK, EU (Ireland), or US storage.
- A 30-day trial requires no credit card.
Watch out
- Trial excludes ID verification tests and QES.
- Extra storage costs $7 per GB per month.
- Extra guest users cost $1.2 per user per month.
- QES costs $2.4 per signature.
Who it suits
MyDocSafe may suit organizations that handle client onboarding, document sharing, and signature workflows, including accounting, legal, HR, education, and real estate teams. It also serves individuals seeking client portal and document workflow tools.
Verdict
MyDocSafe brings onboarding, document exchange, and signature tasks into one service, with several plan options and a trial. Check trial exclusions and additional charges against the workflows and usage you need.
Plans and prices
From MyDocSafe's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Business Pro | $25 a month | Unlimited signatures · 200 guest users · 500 GB storage · 90-day audit trail · annually |
| Accounting Pro | $36 a month | Unlimited signatures · 500 guest users · 2 TB storage · 1-year audit trail · 100 API calls/month · annually |
| Deal Pro | $63 a month | Unlimited signatures · 1,000 guest users · 5 TB storage · 4 GB max file size · Unlimited audit trail · annually |
| Enterprise | Priced on request | Custom guest users · Custom storage · Custom API limits · SSO/SAML · SLA · Custom; contact us for a quote |
The facts
Each one read from MyDocSafe's own pages, with the date it was checked.
What it does
- Additional charges
- The pricing page lists QES at $2.4 per signature, extra guest users at $1.2 per user per month and extra storage at $7 per GB per month.checked 8 Oct 2026
- Certification
- MyDocSafe says it is ISO 27001 certified under UKAS-accredited certification processes.checked 8 Oct 2026
- Client onboarding
- The platform brings proposals, forms and document requests together with automated reminders, internal workflows, secure messaging and file sharing.checked 8 Oct 2026
- Client portals
- Users can create branded client portals for secure document sharing.checked 8 Oct 2026
- Custom integrations
- MyDocSafe says its API can be used to build custom integrations.checked 8 Oct 2026
- Data residency
- Customers can select UK, EU (Ireland) or US data storage, and MyDocSafe says its core hosting infrastructure uses AWS.checked 8 Oct 2026
- Encryption
- Files are encrypted with AES-256 after upload, and data transfers use 256-bit SSL/TLS encryption.checked 8 Oct 2026
- E-signatures
- Its signature features include password protection, SMS verification, bulk sending, mail merge and multi-party workflows.checked 8 Oct 2026
- Integrations
- Listed integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive.checked 8 Oct 2026
- Intended users
- The company lists accounting and tax firms, independent financial advisers, law firms, education, HR, local authorities, medical, payroll, real estate and tax advisers among its industries.checked 8 Oct 2026
- Purpose
- MyDocSafe combines client portals, electronic signatures and workflow automation for businesses and individuals.checked 8 Oct 2026
- Support
- The site provides an application overview, knowledge database and technical support resources.checked 8 Oct 2026
Where it runs
- Mobile apps
- MyDocSafe announced a new iOS mobile app with biometric sign-in in its May 2026 release notes.checked 8 Oct 2026
Money
- Trial limits
- The 30-day trial requires no credit card and includes 20 e-signatures, but excludes ID verification tests and QES.checked 8 Oct 2026
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