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E-signatures, client portals, and onboarding for professional services
Updated
MyDocSafe is a client collaboration platform that combines e-signatures, secure client portals, proposals, client onboarding, and ID verification for professional services firms. It is used by accountants, law firms, financial advisers, and other regulated businesses. Documents are encrypted with 256-bit AES and every action is recorded in an audit trail.
A firm sets up a branded portal and onboarding workflow, sends proposals and engagement documents for signature, and requests documents from clients with automated reminders. ID verification can be run during onboarding. Signed documents and client files stay in the portal with a full audit trail.
MyDocSafe serves accountants, law firms, financial advisers, and professional services firms, and the vendor also lists real estate, medical, payroll, tax advisers, probate, education, HR, and local government. It suits firms that want signatures, onboarding, and a client portal in one UK-priced product.
MyDocSafe lists plans in pounds per user per month excluding VAT: Business Pro at 18, Accounting Pro at 26, Deal Pro at 45, and Enterprise on request. Qualified Electronic Signatures are 2 pounds per signature paid by the sender, and extra guest users are 1 pound per user per month. The vendor offers a 30-day free trial with no credit card that includes 20 e-signatures.
MyDocSafe integrates with Xero, Yoti, Dropbox, GoCardless, Stripe, Zapier, Zoho CRM, Google Drive, and viaSocket.
PandaDoc focuses on proposals, quotes, and document workflows for sales teams. DocuSign is the established e-signature brand with a broad enterprise feature set. Adobe Acrobat Sign suits teams already working in Adobe PDF tools. Dropbox Sign is a simpler e-signature tool tied to the Dropbox ecosystem.
Pricing Model
SUBSCRIPTION
Starting Price
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Free Options
Free version, Free trial
| Feature | Business Pro | Accounting Pro | Deal Pro | Enterprise |
|---|---|---|---|---|
| Per user, excluding VAT | , | |||
| Unlimited signatures and proposals | , | , | , | |
| 200 guest users | , | , | , | |
| 500 GB storage | , | , | , | |
| Pricing engine | , | , | , | |
| 500 guest users | , | , | , | |
| 2 TB storage | , | , | , | |
| Own domain portal | , | , | , | |
| Data room Q&A | , | , | , | |
| 1,000 guest users | , | , | , | |
| 5 TB storage | , | , | , | |
| SSO and SLA | , | , | , | |
| Custom storage and guests | , | , | , |
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Storage
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API Types
SDK Availability
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
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Simple e-signature (formerly HelloSign)
E-signatures integrated with Adobe Acrobat and PDF tools
Create, send, e-sign, and track documents and proposals.
Electronic signature and agreement management platform
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