MyDocSafe

The client collaboration platform

Ranked #1 in Customer portal software for small businesses.

MyDocSafe is a secure client collaboration platform for proposals, onboarding and e-signatures. It provides a single workspace for document management and workflows.

Official website

At a glance

Best for

professional services firms

From MyDocSafe's own website.

Company facts

Social profiles

Facilities and features

Its website also mentions:

Published pricing
Free trial
Self-serve sign-up
API
Integrations
GDPR

What stands out

The product replaces multiple applications with one secure system.

“More secure, more productive, more cost-effective”MyDocSafe, own website

The product uses bank-level encryption for all documents.

“256-bit AES encryption for all documents at rest and in transit.”MyDocSafe, own website

Worth knowing

Advanced and qualified electronic signatures incur additional per-signature fees.

“Advanced Signatures (AES) £1 per signature.”MyDocSafe, own website

How it ranks

MyDocSafe is ranked 1st of 10 in Customer portal software for small businesses (Lister Score 100.0).

#1 in Customer portal software for small businesses · Lister Score 100.0

Uses bank-level encryption for all documents.

How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; how complete its published information is 20; buying information on its own site 20.

“Our clients use secure access portals to share documents Save time and money and manage complex transactions through MyDocSafe portals.”MyDocSafe, own website

“For small teams getting started £18 /user/mo billed annually billed monthly Unlimited signatures Unlimited quotes & proposals 200 guest users 500 GB storage”MyDocSafe, own website