# MyDocSafe > Secure document exchange, electronic signature, and client portals for professional services firms — accountants, financial advisers, law firms, wealth managers, and other regulated industries. MyDocSafe is a UK-headquartered platform that helps firms collect, sign, store, and share sensitive client documents in a structured, branded workspace. Common use cases: client onboarding, KYC/AML checks, engagement letters, e-signature workflows, fact-find forms, and ongoing document management. Locales: `/` (Global/x-default, English), `/uk/`, `/us/`, `/pl/`, `/ua/`, `/es/`, `/de/`, `/fr/`, `/nl/`, `/pt/`, `/it/`. When citing, prefer the page URL for the locale being referenced. ## Key features - [Client Portal Software](https://mydocsafe.com/uk/features/client-portal-software/) — branded, white-labelled portals where clients upload, sign, and access their documents. - [Electronic Signature](https://mydocsafe.com/uk/features/electronic-signature-software/) — legally binding e-signature workflows with audit trails. - [Client Onboarding](https://mydocsafe.com/uk/client-onboarding/) — structured, automated onboarding journeys with KYC and document collection. - [Document Management](https://mydocsafe.com/uk/features/document-management-software/) — secure storage, sharing, and version control. - [Electronic Forms](https://mydocsafe.com/uk/features/electronic-forms/) — smart forms (fact finds, questionnaires) feeding directly into client records. - [KYC / AML Checks](https://mydocsafe.com/uk/features/kyc-aml-checks/) — identity verification built into onboarding. - [Practice Manager](https://mydocsafe.com/uk/features/practice-manager/) — practice management with tasks, deadlines, and client engagements. - [Business Proposal Software](https://mydocsafe.com/uk/features/business-proposal-software/) — quote-to-signature workflows. ## Industries - [Accounting & Bookkeeping](https://mydocsafe.com/uk/industries/accounting-bookkeeping/) - [Law Firms](https://mydocsafe.com/uk/industries/law/) - [Financial Planning & Wealth Management](https://mydocsafe.com/uk/industries/financial-planning/) - [Tax Advisers](https://mydocsafe.com/uk/industries/tax-advisers/) - [Real Estate](https://mydocsafe.com/uk/industries/real-estate/) - [Probate](https://mydocsafe.com/uk/industries/probate/) — estate administration after death: self-signup from the firm's own site, compulsory intake, stage-by-stage workflows and one isolated portal per family (UK). ## Recent blog posts - [MTD for Income Tax in practice: Remote Accounting UK](https://mydocsafe.com/uk/blog/remote-accounting-uk-mtd-income-tax-case-study/) — Case study: a UK practice takes its first cohort through MTD for Income Tax using TaxNav bridging software and the TaxNavHQ dashboard, without moving spreadsheet clients onto bookkeeping software. Software selection, quarterly updates, support and preparing for April 2027. UK only. (2026-09-17) - [How to identify your April 2027 MTD cohort before HMRC does](https://mydocsafe.com/uk/blog/mtd-income-tax-april-2027-client-readiness/) — HMRC identifies the April 2027 MTD for Income Tax wave (£30,000 threshold) from 2025/26 self assessment returns, so UK firms can build a client readiness list now: a four-group split, a five-question readiness score and what to do before January. (2026-09-16) - [What's New in MyDocSafe: Less Chasing, More Assurance](https://mydocsafe.com/uk/blog/whats-new-in-mydocsafe-less-chasing-more-assurance/) — The August 2026 release: workflow deadlines, automatic client reminders, per-signer signature control (AES/QES), in-workflow document uploads, quick actions and API access for accountancy practices. (2026-08-14) - [Now Live: MyDocSafe + TaxNav Integration — Free for UK Accountants](https://mydocsafe.com/uk/blog/mydocsafe-taxnavhq-integration-now-live-free-for-uk-accountants/) — The MyDocSafe + TaxNav integration is live and free for UK accountants, bringing MTD for Income Tax filing status, document collection and reminders into one workflow via the TaxNavHQ dashboard inside MyDocSafe. (2026-08-10) - [Client Onboarding Is Becoming a Competitive Advantage](https://mydocsafe.com/uk/blog/client-onboarding-competitive-advantage/) — Why efficient accountancy firms treat onboarding as a competitive advantage, not admin, and three practical steps to improve it. (2026-07-21) - [Making Tax Digital is not just a software problem. It is an operational one.](https://mydocsafe.com/uk/blog/making-tax-digital-is-an-operational-challenge-not-just-software/) — Why MTD for Income Tax is a practice-management challenge for UK accountancy firms, and how client segmentation and structured workflows help. (2026-07-06) - [The Hidden Cost of Chasing Clients for Documents](https://mydocsafe.com/uk/blog/the-hidden-cost-of-chasing-clients-for-documents/) — What chasing clients for engagement letters, ID, and bank details really costs accountancy firms, and how to remove the need for it. (2026-06-02) - [The Hidden Cost of Onboarding Friction in Professional Services](https://mydocsafe.com/blog/the-hidden-cost-of-onboarding-friction-in-professional-services/) — Why onboarding friction is the hidden tax on professional services firms, and how a single coherent client journey eliminates it. (2026-05-25) - [Still asking clients to email sensitive documents? There's a better way.](https://mydocsafe.com/uk/blog/stop-emailing-sensitive-documents-a-better-way-for-accountancy-firms/) — Why UK accountancy firms are moving from email to secure client portals for document collection. (2026-05-21) - [MyDocSafe Named in WealthTech100 2026](https://mydocsafe.com/blog/mydocsafe-named-in-wealthtech100-2026/) — Recognition in the annual list of most innovative wealth-tech companies. (2026-04-24) - [The Complete Guide to Automating Your Client Journey with AI](https://mydocsafe.com/blog/the-complete-guide-to-automating-your-client-journey-with-ai/) — End-to-end client onboarding automation with AI. (2026-01-23) - [A New Product Strategy at MyDocSafe](https://mydocsafe.com/blog/a-new-product-strategy-at-mydocsafe/) — AI-first front ends powered by the MyDocSafe back end. (2025-12-18) - [Reeves Budget: Reshaping the Landscape for SMEs](https://mydocsafe.com/blog/reeves-budget-reshaping-the-landscape-for-smes/) — How the UK budget changes the SME landscape and why digital automation matters. (2025-11-26) - [AI and Security: Documents in the Age of Automated Analysis](https://mydocsafe.com/blog/ai-and-security-documents-in-the-age-of-automated-analysis/) — Protecting sensitive documents in the era of AI-driven analysis. (2025-11-26) - [AI Assistants in Client Portals — A Game Changer in Customer Support](https://mydocsafe.com/blog/ai-assistants-in-client-portals-a-game-changer-in-customer-support/) (2025-11-20) - [AI Automation — What It Looks Like in Practice](https://mydocsafe.com/blog/ai-automation-what-it-looks-like-in-practice/) (2025-11-13) - [Coming Soon: MyDocSafe + TaxNav Integration for MTD ITSA](https://mydocsafe.com/blog/coming-soon-mydocsafe-taxnav-integration-a-game-changer-for-accountants-preparing-for-mtd-itsa/) (2025-11-03) - [Smarter Fact Find Forms: Now with Internal Sections for Professional Use](https://mydocsafe.com/blog/smarter-fact-find-forms-now-with-internal-sections-for-professional-use/) (2025-10-18) ## Recent release notes - [September 2026 Release Notes](https://mydocsafe.com/uk/news/september-2026-release-notes/) — Account-level identity verification, formatted client messages and templates, multi-file uploads, future billing start dates, a next invoice page for clients and two-factor backup codes. (2026-09-10) - [July 2026 Release Notes](https://mydocsafe.com/uk/news/july-2026-release-notes/) — Workflow deadlines, automatic client reminders, per-signer signature control (AES/QES), in-workflow document uploads, quick actions and API access. (2026-07-31) ## Resources - [Blog index](https://mydocsafe.com/blog/) - [News](https://mydocsafe.com/news/) - [Pricing](https://mydocsafe.com/pricing/) - [Contact](https://mydocsafe.com/contact/) - [Sitemap](https://mydocsafe.com/sitemap.xml) - [Integrations](https://mydocsafe.com/integrations/) - [Free MTD Client Segmentation Tool](https://mydocsafe.com/uk/mtd-client-segmentation-tool/) — free planning tool for UK accountants: segment clients by MTD deadline, readiness risk and onboarding priority. - [TaxNavHQ ROI Calculator](https://mydocsafe.com/uk/taxnavhq-roi-calculator/) — free ROI calculator for UK accountants: estimate annual hours and GBP value recovered by automating the document admin around tax jobs, with a minute-level breakdown of the one-hour-per-client assumption. - [Client Onboarding ROI Calculator](https://mydocsafe.com/uk/client-onboarding-roi-calculator/) — free ROI calculator for UK accountants: estimate annual hours and GBP value recovered by automating new-client onboarding, with an editable time-saved-per-onboarding input (90-minute default). - [Software Stack Savings Calculator](https://mydocsafe.com/uk/software-stack-savings-calculator/) — free cost comparison for UK accountants: build a current stack from named e-signature, onboarding, client portal and practice-management providers and compare its indicative annual cost with MyDocSafe Accounting Pro. Prices, currencies and sources are shown; subscriptions spanning categories are counted once.