Knowledge Database

Getting started

New to MyDocSafe? Then start here.

Client Portals

Our secure portal technology for clients, deals and workflows

Electronic Signature

Our electronic signature technology.

Workflows

Client onboarding

A simple quoting and client onboarding system

Secure document management

Our cloud encrypted document strorage and management tools

Quotes & Proposals

A quick way to send out quotes and sign engagement letters

Encrypted email

Our Office365 plugins for encrypted email, esign and publishing documents to portals.

ID, KYC and AML checks

Third party services for your compliance needs.

Questionnaires & Webforms

Logic based questionnaires

Subscription, discounts and billing