MyDocSafe

MyDocSafe combines client portals, electronic signatures, and workflow automation for businesses and individuals. For onboarding, it brings proposals, forms, and document requests together with automated reminders, internal workflows, secure messaging, and file sharing. Users can create branded client portals for secure document sharing. Signature options include password protection, SMS verification, bulk sending, mail merge, and multi-party workflows. Listed integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox, and Google Drive; its API can also be used to build custom integrations. MyDocSafe says uploaded files receive AES-256 encryption and data transfers use 256-bit SSL/TLS encryption. It also says it is ISO 27001 certified under UKAS-accredited processes. Customers can choose UK, EU (Ireland), or US data storage, and the core hosting infrastructure uses AWS. A 30-day trial requires no credit card and includes 20 e-signatures, but excludes ID verification tests and QES. Paid plans include Business Pro at $25 a month billed annually, Accounting Pro at $36 a month billed annually, and Deal Pro at $63 a month billed annually.

MyDocSafe brings document onboarding, portals, signatures, and workflow tools into one service, with several listed integrations and data-location options. The trial is limited to 20 signatures and excludes ID verification tests and QES.

MyDocSafe suits businesses and individuals managing client onboarding, document sharing, and signatures. Its listed industries include accounting and tax firms, law firms, education, HR, medical, payroll, and real estate.

Overview

MyDocSafe is a business and individual service for client onboarding, document exchange, electronic signatures and workflow automation. It suits firms that need to collect information and signatures through a secure client portal. Its breadth is useful, but costs for additional guests and specialist signatures can change the economics.

Key features

Proposals, forms and document requests work alongside automated reminders, internal workflows, secure messaging and file sharing. That combination supports multi-step onboarding rather than just form collection. Request intake and work tracking are included, with a client-user limit of 200.

Signature options include password protection, SMS verification, bulk sending, mail merge and multi-party workflows. All three priced plans include unlimited signatures, a strong fit for firms with recurring signing volume. Qualified electronic signatures (QES) cost $2.4 per signature, however, and are not available to test during the trial; ID verification tests are also excluded.

Branded portals give clients a secure place to exchange files. Integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive, and the API can support custom integrations. API allowances differ by plan, so firms relying on custom connections should check the plan limits before choosing.

Files are encrypted with AES-256 after upload, while transfers use 256-bit SSL/TLS encryption. MyDocSafe says it is ISO 27001 certified through UKAS-accredited certification processes. Customers can choose UK, EU (Ireland) or US data storage; the core hosting infrastructure uses AWS. Support resources include an application overview, knowledge database and technical support materials.

Pricing

MyDocSafe is paid, with a free plan and a 30-day trial that requires no credit card. The trial includes 20 e-signatures, but excludes QES and ID verification tests, so it will not demonstrate every signing workflow.

• Business Pro: $25 a month, billed annually. Includes unlimited signatures, 200 guest users, 500 GB storage and a 90-day audit trail. It is the entry priced option for teams whose guest and storage needs fit those caps.
• Accounting Pro: $36 a month, billed annually. Includes unlimited signatures, 500 guest users, 2 TB storage, a 1-year audit trail and 100 API calls per month. This is a better fit for accounting operations needing more capacity and a defined API allowance.
• Deal Pro: $63 a month, billed annually. Includes unlimited signatures, 1,000 guest users, 5 TB storage, a 4 GB maximum file size and an unlimited audit trail. It serves higher-volume document work, though it still has a stated maximum file size.
• Enterprise: custom pricing. It offers custom guest-user, storage and API limits, plus SSO/SAML and an SLA. Consider it when the priced tiers' limits or enterprise controls are insufficient.

Extra guest users cost $1.2 per user per month and extra storage costs $7 per GB per month. Those charges matter if usage outgrows the included capacity. The Business Pro, Accounting Pro and Deal Pro terms above are annual billing, not month-to-month rates.

Platforms

MyDocSafe is available on Android, iOS and the web. The company announced a new iOS app with biometric sign-in in its May 2026 release notes.

Who it's for

Accounting and tax firms, independent financial advisers, law firms, education providers, HR teams, local authorities, medical and payroll services, real estate businesses and tax advisers are among the intended users. Its portal, intake and signature mix is most compelling when onboarding involves repeated document requests and coordinated follow-up. A 200-user client limit and no custom domain may be constraints for organizations that need larger client populations or a branded web address.

Pros and cons

• Pro: Onboarding, portals, messaging, file sharing and multi-party signatures sit in one service, reducing the need to piece together separate workflow steps.
• Pro: Data storage can be placed in the UK, EU (Ireland) or US, with encryption for stored files and transfers.
• Pro: The three priced plans include unlimited signatures, and the higher tiers add substantial guest and storage capacity.
• Con: QES is an additional $2.4 per signature, and neither QES nor ID verification tests are included in the trial.
• Con: Business Pro has a 90-day audit trail and 200 guest users; growing teams may need a higher tier or pay for extra guest capacity.
• Con: There is no custom domain, and SSO/SAML is reserved for Enterprise.

Alternatives

For a broader comparison, see Client Intake Software and Customer Portal Software.

• Intake is worth considering for a freemium option: its free plan supports up to 10 clients, while Professional is $19 a month.
• Clustdoc may suit teams that want a defined seat-based starting plan: PRO is $190 a month for 3 user seats, 50 new applications monthly and 25 GB storage, with some e-signature and reminder usage limited.
• IntakeQ is another paid option, starting at $49.90 a month, with low-volume discounted plans available by contacting the company.
• Law Ruler is an alternative with subscription pricing billed monthly on an annual term and a stated limit of up to 3 users and 10,000 contacts.
• CaseDesk offers a $29/ mo Solo plan for a single user, with omnichannel lead capture, follow-up reminders and templates, and a core dashboard.
• Lawmatics is another paid option; its Essential plan includes client intake, lead management, calendaring, custom forms, e-signature, SMS and task management.
• Moxo is an alternative with a Team plan at $5,000/yr for 100 flows per year and unlimited seats.
• ClientLoop is a freemium alternative whose free plan supports up to 5 clients and 1 team member, with unlimited document and form requests and 1 GB storage.

Verdict

MyDocSafe is a strong choice for service firms that need portals, document intake, signatures and follow-up workflows together, particularly when data-location choices and generous signature allowances matter. Look elsewhere if you need a custom domain, SSO on a lower tier, or a lower-cost route for QES and heavy guest usage.