MyDocSafe
The client collaboration platform
MyDocSafe is a secure client collaboration platform for proposals, onboarding and e-signatures. It provides a single workspace for document management and workflows.
| Best for | professional services firms |
| Website | mydocsafe.com |
Company facts
| Social profiles |
Facilities and features
- 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
Strengths and trade-offs
- The product replaces multiple applications with one secure system.
- The product uses bank-level encryption for all documents.
- Advanced and qualified electronic signatures incur additional per-signature fees.
Appears in
How MyDocSafe ranks
#1 in Customer portal software for small businesses
How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; 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
Alternatives to MyDocSafe
 ClientSuccessSimply powerful, powerfully simple customer success software | #2 in Customer portal software for small businesses | 92.0 |
 HoneyBookBeautiful, all-in-one client experience from inquiry to payment | #3 in Customer portal software for small businesses | 92.0 |
 BloomOrganise clients, stand out, grow faster, and get paid. | #4 in Customer portal software for small businesses | 90.0 |
 BonsaiAll-in-one platform combining contracts, proposals, and accounting | #5 in Customer portal software for small businesses | 90.0 |
 QuenzaCoaching software for real client transformation | #6 in Customer portal software for small businesses | 90.0 |
 ManyRequestsThe client portal built for agencies | #7 in Customer portal software for small businesses | 88.0 |
Questions about MyDocSafe
Who is MyDocSafe best for?
MyDocSafe is best for professional services firms.
Where does MyDocSafe rank?
MyDocSafe is ranked #1 in Customer portal software for small businesses (Lister Score 100.0).
What are the best alternatives to MyDocSafe?
The closest alternatives on Lister are ClientSuccess (#2 in Customer portal software for small businesses), HoneyBook (#3 in Customer portal software for small businesses) and Bloom (#4 in Customer portal software for small businesses).
Is this your company?
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