MyDocSafe

MyDocSafe is a UK-based platform built around the idea that professional services firms shouldn't need five separate tools to handle proposals, client portals, e-signatures, onboarding, and compliance. Founded in 2013, it positions itself as an all-in-one alternative for regulated industries—accountants, legal practices, financial advisors, real estate agents—where document security and audit trails aren't optional extras.

What it covers

The platform spans a wide surface area. Core capabilities include branded client portals, electronic signatures with full audit trails, AML/KYC identity checks, document collection workflows, encrypted email, webforms, and quotes and proposals. You can run an entire client engagement from initial scope and quote through contract, payment, and ID verification on a single shared link.

Client portals can be created per client, per deal, or per project. Within a portal, clients can sign documents, upload requested files, complete forms, and view shared content. Document requests and onboarding workflows can be automated, reducing back-and-forth for recurring processes like contract renewals or annual compliance reviews.

The e-signature functionality supports bulk sending, mail merge, password protection, and SMS verification codes. Qualified Electronic Signatures (QES) are available on a pay-as-you-go basis for situations requiring stronger identity assurance.

ID verification and background checks are also pay-as-you-go, which keeps baseline costs down for firms that only occasionally need KYC checks while still making them accessible within the same workflow.

Pricing

MyDocSafe offers a tiered subscription model. The entry-level plan includes unlimited signatures, unlimited quotes and workflows, payment collection, webforms, 90 days of audit trail, 200 guest users, 500 GB storage, and a maximum 250 MB file size. Branding includes your own portal subdomain and email domain.

The next tier extends audit trail to one year, bumps guest users to 500, storage to 2 TB, and adds a custom portal domain. Higher tiers push further: the third tier offers unlimited audit trail, 1,000 guest users, 5 TB storage, 4 GB max file size, and 100 Signing API calls per month. An enterprise tier removes storage caps (custom), increases the file size limit to 10 GB, and supports custom portal users.

The company claims its Business Pro plan can replace four to six separate tools, and that replicating its functionality with point solutions would cost at least four times more.

A 30-day free trial is available; there is no permanent free tier.

Compliance focus

The AML/KYC and ID verification workflows are a genuine differentiator for regulated firms. Most client portal tools require bolting on a separate identity verification service; MyDocSafe integrates this natively. For accountants and financial advisors subject to anti-money laundering regulations, this reduces both the compliance burden and the number of vendor relationships to manage.

Encryption is described as bank-grade, and the platform stores documents in the UK/EU. The audit trail on e-signatures covers the full signing event history, which matters for legal enforceability.

Limitations

The interface has aged relative to newer entrants in the portal space. Setup involves meaningful configuration—workflows, portal templates, form builders—which takes time before clients see the polished experience. Project management features are minimal, so firms needing task tracking alongside document workflows may still need a separate tool. The API is available on mid-tier and above plans, but with usage caps until the enterprise level.