MyDocSafe

MyDocSafe

by DocSafe

Who Uses MyDocSafe?

Company directors, CFOs, accounting firms, law firms, schools, consulting companies, realtors, technology transfer offices, wealth managers, insurance brokers

What Is MyDocSafe?

Comprehensive E-signature software platform ideal for CFOs, company directors or professional services firms that require to approve documents and sign contracts. MyDocSafe empowers companies to design and deploy their own client and employee onboarding processes including form filling, KYC checks, document upload, e-signing, and payment collection. Available also through an API.

MyDocSafe Details

DocSafe

https://mydocsafe.com

Founded 2013

MyDocSafe Pricing Overview

MyDocSafe has a free version and offers a free trial. MyDocSafe paid version starts at US$1.00/one-time.

Starting Price

US$1.00/one-time

Pricing Details

Pay per play available

Free Version

Yes

Free Trial

Yes

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

Live Online

Webinars

Documentation

Support

Online

MyDocSafe Features

Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Audit Trail
Authentication
Auto Reminders
Customisable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking
Access Control
Consent Management
Data Mapping
Incident Management
PIA / DPIA
Policy Management
Risk Management
Sensitive Data Identification

MyDocSafe Reviews

Showing 4 of 4 reviews

Overall
3.5/5
Ease of Use
3/5
Customer Service
3.2/5
Features
3.2/5
Value for Money
4/5
Dorota Z.
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 18/01/2017

"MyDocSafe truly saves time and money"

Comments: I have been using MyDocSafe to manage documents and exchange files with my business partners securely and with confidence my privacy is protected. This tool came very handy, it is intuitive and easy to use. Saves me a lot of time and streamlines communication with vendors.

  • Reviewer Source 
  • Reviewed on 18/01/2017
Graham L.
Managing Director
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    4/5
  • Customer Support
    4/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 07/02/2018

"great potential"

Pros: Quite unique and has the potential to do away with multiple subscriptions as it handles so much. Great feature set and potential fantastic API.

Cons: Seems to lack basics that actually prevents us from using it. Yes it has fantastic ID verification at a go but sometimes we just might want our signees to upload a copy of their ID to us. The e-signature template page does not seem to allow document upload. Furthermore creating it into a template to be used again and again by multiple signees was not an easy process. One we did it we still couldn't work out how to include this as part of a 'flow' - then again got stuck with saving a template flow to send to multiple clients. We tried this software 6 months ago and went back to our usual (more expensive) alternative... sorry to say, we're sticking with the alternative until the basics are implemented properly.

  • Reviewer Source 
  • Reviewed on 07/02/2018
Verified Reviewer
Owner
Marketing & Advertising, Self Employed
Used the Software for: 1+ year
  • Overall Rating
    1/5
  • Ease of Use
    1/5
  • Features & Functionality
    1/5
  • Customer Support
    1/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 12/03/2020

"Unfortunate Turn"

Comments: Sadly customer service no longer cares for current customers.

Pros: When we first purchased the product it was working great for the price. There were other platforms that had way better functionality but restricted monthly contract sends.

Cons: I have been talking to support off and on for the past 4 months to get my account working and they said they prioritize based on severity... We could no longer create contracts which I would think should be high priority to fix.

  • Reviewer Source 
  • Reviewed on 12/03/2020
Blessing E.
Researcher
Research
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    3/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 02/02/2017

"Very Convenient"

Comments: In the event of no access to a printer or fax machine, the capability to sign and send electronic signatures is highly valuable and MyDoc provides a convenient, secure and easy to use service to get this done within minutes. Never had a problem using this tool. Highly recommended for business and personal use.

Pros: Very easy to use. Document is not distorted in any way to make before and after e-signing. Provides good link to sender and recipient.

Cons: Everything is satisfactory

  • Reviewer Source 
  • Reviewed on 02/02/2017