MyDocSafe vs Clustdoc: Which Is Better?
Compliance-focused document collection platforms compared.
Tom Bradley
2026-02-27
MyDocSafe and Clustdoc both tackle client onboarding and document management, but they approach the problem from different angles — MyDocSafe as a broad all-in-one compliance and document platform, and Clustdoc as a workflow-first onboarding tool with strong team collaboration features.
Quick Comparison
| Feature | MyDocSafe | Clustdoc |
|---|---|---|
| Primary focus | E-signatures, portals, KYC/AML compliance | Client onboarding workflows |
| E-signatures | Yes (including QES) | Yes |
| Client portals | Yes | Yes |
| ID verification / KYC | Yes (built-in) | Via integrations |
| Encrypted email | Yes | No |
| Conditional workflows | Yes | Yes |
| Mobile app | No mention | Yes (team-facing) |
| Shared team inbox | No | Yes |
| Embedded portal plugin | No | Yes |
| EU data residency | No clear mention | Yes |
| Free trial | 30 days | Available |
| Pricing transparency | Tiers listed, no public amounts | Not publicly listed |
MyDocSafe
MyDocSafe positions itself as a one-stop digital office — combining e-signatures, client portals, encrypted email, ID checks, proposals, and payments under a single subscription. It's particularly strong for compliance-heavy industries like accountancy, legal, wealth management, and real estate, where KYC and AML requirements add complexity to every client relationship.
Signatures and document security are the core. MyDocSafe supports standard e-signatures as well as Qualified Electronic Signatures (QES) on a pay-as-you-go basis — a relatively rare feature that matters in regulated EU contexts. All documents are encrypted using financial-grade standards, and the platform supports password protection, SMS verification codes, bulk sending, and mail merge.
Client portals are bespoke per customer, deal, or project. You can use them to share documents, collect signatures, run ID checks, request files, and even sell services — all from a single branded URL. The platform supports custom portal subdomains on mid-tier plans and custom domains on higher tiers.
Pricing tiers are structured around scale, though MyDocSafe doesn't publish exact dollar amounts publicly. Their entry tier (Business Pro, their stated "cheapest plan") includes unlimited signatures, unlimited quotes, unlimited workflows, 90-day audit trail, 200 guest users, 500 GB storage, and API access. Moving up unlocks longer audit trails (1 year, then unlimited), more guest users (500, then 1,000), larger file size limits (up to 10 GB on enterprise), and more storage (2 TB, 5 TB, then custom). ID checks and QES signatures are pay-as-you-go at every tier. A 30-day free trial is available.
The platform claims that its Business Pro plan alone can replace four to six standalone services, citing that equivalent functionality via point solutions costs at least four times more.
Limitations: The interface prioritizes function over simplicity, which can create a learning curve. There's no mention of a team-facing mobile app, and the shared inbox collaboration features that Clustdoc offers aren't a focus here.
Clustdoc
Clustdoc is built specifically around the workflow of collecting, reviewing, and approving client submissions. Rather than starting from documents, it starts from the onboarding checklist — what does a new client need to submit, in what order, and who on the team needs to review it?
Workflow flexibility is a standout. Clustdoc supports conditional logic that surfaces different tasks based on client profile or context, so you can run one template that behaves differently for individual vs. corporate clients, or for different property types. This makes it genuinely useful for businesses where "onboarding" isn't a single fixed process.
Team collaboration is more mature here than in MyDocSafe. Clustdoc includes a shared inbox where internal comments, replies, and handoffs happen in one place — useful for teams where different people handle different stages of client intake. Approval workflows can loop in stakeholders before moving a submission forward.
The client-facing experience is clean: clients get a branded portal accessible from any browser or mobile device, can submit documents and forms, and sign contracts. Clustdoc also offers a portal plugin that lets you embed the onboarding interface directly into your own website — a useful option for businesses that want client intake to feel native to their brand.
Compliance features include identity verification checks, automated data deletion after set periods (supporting GDPR obligations), and an audit trail. Clustdoc is EU-based and emphasizes GDPR compliance throughout. Payments are supported via credit card.
Pricing is not published on the public website. Clustdoc offers a template library of pre-built onboarding processes to reduce setup time, and claims 40% faster turnaround on e-signing workflows compared to alternatives.
Limitations: Clustdoc lacks MyDocSafe's encrypted email, KYC/AML depth, and QES signature support. It's a narrower tool — if your workflow goes beyond onboarding into ongoing client portal management or complex compliance requirements, you'll feel the edges.
When to Choose MyDocSafe
MyDocSafe is the right choice if your business operates in a regulated industry where compliance documentation, KYC checks, and secure communications are non-negotiable. It's well-suited to accountants, law firms, financial advisors, and real estate professionals who need qualified e-signatures, AML support, and encrypted email alongside client portals. If you're looking to consolidate multiple tools (signature software, portal software, KYC vendor, proposal tool) into a single platform, MyDocSafe is designed exactly for that consolidation play.
When to Choose Clustdoc
Clustdoc is the better fit if your primary pain point is getting new clients through a structured intake process quickly and consistently. Its conditional workflow logic, team inbox, and embeddable portal make it strong for agencies, professional service firms, and financial or real estate businesses that run high volumes of similar-but-not-identical onboarding flows. If your team is collaborative and needs to review, comment, and approve submissions together before moving forward, Clustdoc's shared inbox is a meaningful advantage.
Bottom Line
These tools overlap in core capabilities — portals, e-signatures, document collection — but diverge in depth and emphasis. MyDocSafe is the stronger platform if compliance, KYC, encrypted communications, and regulatory requirements are central to your business. Clustdoc wins on team collaboration, conditional workflow logic, and the polish of a purpose-built onboarding product. Both lack transparent public pricing, so budget comparisons require a direct conversation with each vendor. Start with MyDocSafe if you need to consolidate a compliance-heavy document stack; start with Clustdoc if you need a cleaner, more structured onboarding workflow your whole team can manage together.