Document security and compliance: from client portals, quote&proposals, onboarding to digital signature and client risk assessment tools.
Client onboarding automation platform with built in digital signature, client portals, quote assembly module and AML/KYC integrations. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection.
Awarded the Quality Choice Award
Awarded the Trusted Vendor Award
Awarded the Happiest Users Award
MyDocSafe currently scores 84/100 in the Contract & eSigning category. This is based on user satisfaction (90/100), press buzz (36/100), 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? |
Client portals.
Advanced electronic signature.
Beautiful forms.
Onboarding automation.
Data encryption.
GDPR readiness.
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
Yes, we have a large number of integrations: from Dropbox, Google Drive to Salesforce.
Practice management software
real estate, professional services firms, law firms
