January 23, 2026
The Complete Guide to Automating Your Client Journey with AI
The average business spends 11 hours onboarding a single client manually. Multiply that by dozens or hundreds of new cli...
All-in-1 Practice Management Software for Professional Services Firms
from quotes & proposals, through KYC, e-signature to task management and secure data rooms and client portals
Trusted by
E-Signatures
100% of our clients choose to use our electronic signatures
Save time, money and the planet by signing all documents electronically. Our e-signatures are legally binding, secure, and easy to use.
- Password protection & SMS verification
- Bulk send & mail merge
- Complex multi-party workflows
Electronic Signatures
Legally binding & secure
Secure Client Portals
Branded & encrypted
Client Portals
Our clients use secure access portals to share documents
Save time and money and manage complex transactions through MyDocSafe portals. Create branded, secure spaces for each client.
- Branded client portals
- Secure document sharing
- Bank-level encryption
Practice Management
Run tasks, time and team collaboration in one secure workspace
Coordinate internal delivery and client actions in one place. Assign tasks, track deadlines, log time, and keep all communication tied to the right job and documents.
- Task assignment for teams and clients
- Built-in timers and timesheets
- Workflow templates and recurring processes
Practice Management
Tasks, time and accountability
Business Proposals
Quote, contract and close faster
Business Proposals
Create proposals that convert prospects into paying clients
Scope services, present clear pricing, and move directly to acceptance, signing and payment from one guided journey. Keep your sales flow simple and measurable.
- Branded, reusable proposal templates
- Integrated approvals and e-signatures
- Faster sales cycle from quote to onboarding
Streamline your sales
Sell faster
Scope, quote, contract, payment and ID check on a single link. Streamline your entire sales process.
Learn moreTry 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
Start free trialOne app instead of many
More secure, more productive, more cost-effective
Verifiable E-Signatures
Password protection, SMS codes, bulk send, mail merge, and complex workflow integration.
Learn more →Customizable Client Portals
Bespoke portals for document sharing, signing, ID checks, data collection, and service sales.
Learn more →Streamlined Proposals
Customizable webforms, onboarding workflows, automated proposals from discovery through payment.
Learn more →Task Management
Assign, track and complete tasks across your team with real-time dashboards and automated reminders.
Learn more →Timesheets
Log billable hours, approve timesheets and generate reports for accurate project billing.
Learn more →Pricing Tool
Build dynamic pricing proposals and quotes that convert prospects into paying clients.
Learn more →Over 10,000 companies around the world use MyDocSafe
Sign documents and improve customer engagement processes
Testimonials
What Our Customers Say
“I really like the 'auto delete' which is a brilliant feature to help with General Data Protection Regulation compliance.”
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Amy Heighton
Heighton Bookkeeping
“I can easily upload a new contract and send it out to a client within minutes. The platform is incredibly intuitive.”
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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.”
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Anthony Mills
MDM Accounting
“I have used MyDocSafe for a number of years for my accountancy practice. I have found it to be an excellent product.”
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David Walker
Jackson Walker Limited
“The platform is intuitive with a clear layout and excellent customer service. They regularly modernize with great new features.”
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Ms. Crich
Capital Business Links
“Versatile, simple to use, efficient supplier/customer onboarding, and exceptional implementation support from the team.”
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Nilen Patel
Managing Director , HNS Pharma
Integrations
The flexibility to integrate with your existing systems
From accountancy practices to real estate agents, MyDocSafe supports every industry
Latest Insights
December 18, 2025
A New Product Strategy at MyDocSafe
Announcing a New Product Strategy at MyDocSafe: AI-First Front Ends, Powered by the MyDocSafe Back End Over the years, M...
November 26, 2025
AI and Security: Documents in the Age of Automated Analysis
AI vs. Security: How to Protect Your Sensitive Documents in the Age of Automated Analysis Artificial intelligence is tra...
Enterprise Security
You want security and efficiency. Your customers demand simplicity.
MyDocSafe document security delivers both
Bank-Level Encryption
256-bit AES encryption for all documents at rest and in transit.
Permission-Based Access
Granular access controls ensure only authorized users see sensitive data.
E-Signature Verification
Advanced verification technology including SMS codes and biometrics.
Encrypted Email
Share documents securely via encrypted email links.
Secure Storage
Regular backups and redundant storage protect your data.
Audit Trail
Complete history of all document access and actions.
Start your 30 day trial today
MyDocSafe is the only client portal and e-sign software you need.