Client portals with e-sign, forms, AML checks and document workflows. Ideal for all types of professional services firms, charities, schools and real estate companies.
Client portal platform with built in digital signature, webforms, AML checks and document workflow automation tools. Configure portals in minutes. Design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection.
MyDocSafe currently scores 83/100 in the Contract & eSigning category. This is based on user satisfaction (90/100), press buzz (38/100), recent user trends (falling), and other relevant information on MyDocSafe gathered from around the web.
The score for this software has improved over the past month. What is this? |
Yes, we have a large number of integrations: from Dropbox, Google Drive, Stripe, and others.
Yes, our public API is available to enterprise clients.
Yes
Yes
Sign contracts, share documents securely, sign up new clients, perform AML/KYC checks.
Any platform
Practice management software
real estate, professional services firms, law firms