MyDocSafe for Accountants
Client portals, e-sign and client onboarding platform for accountants, bookkeepers, tax advisers and payroll professionals.
Securely store and share all sensitive client documents in individual portals.
Get Verified E-Signatures on Every Document
Electronic signature for any type of transaction: sign-up clients, hire staff, onboard suppliers, work with existing clients.
- Send engagement letters for signing in seconds
- Automatic follow-up reminders
- Signed copies automatically organized in client folders
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Collect Accurate Client Data with Secure E-Forms
Design your own forms and deploy them securely. Improve data quality and reduce time to revenue.
- Custom form builder with required fields
- Data validation for accuracy
- Secure transmission and storage
Combat Fraud with Seamless AML/KYC Checks
Real-time name, address and document verification integrated into your onboarding workflows.
- Automated identity verification
- PEP and sanctions screening
- Full audit trail for compliance
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Build Custom Onboarding Processes in Minutes
Design and deploy end-to-end onboarding workflows for a fully automated client experience.
- Drag-and-drop workflow builder
- Reduce time to revenue from new clients
- Consistent, professional experience
Practice Management for Accounting & Bookkeeping
MyDocSafe Practice Management brings tasks, timesheets, timers, team communication and client collaboration into one secure platform. Assign work to team members or clients, track deadlines in real time, standardize recurring workflows, and keep every conversation connected to the right documents.
For Accounting & Bookkeeping teams, this means better visibility, faster delivery, and less administrative overhead across every engagement.
Learn more about Practice Management
Task workflows, time tracking and secure client collaboration
Industry-Leading Security
Protect and manage all documents with enterprise-grade security features.
Encryption
Key management service available
Access Control
Granular permissions for staff and clients
EU Data Storage
Data held securely in Europe
Advanced Security
SMS verification, blockchain stamping
Integrates with Your Favorite Tools
Connect MyDocSafe with the accounting and productivity tools you already use.
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The only document management software accountants need to improve client engagement.