What's New in MyDocSafe โ October 2026
Coloured contact tags, role access by tag, personalised messages to filtered lists, sending from your own address and tidier portal invitations.
Product updates, release notes, and announcements
Coloured contact tags, role access by tag, personalised messages to filtered lists, sending from your own address and tidier portal invitations.
HMRC-authorised client licensing in TaxNavHQ, clearer pricing, more control over portal notifications, refreshed Portal Group settings and a round of fixes across portals, signatures and sign-in.
One-time identity verification, formatted client messages and multi-file uploads are here โ alongside future billing start dates, a next invoice page for clients and two-factor backup codes.
Less chasing, more assurance: workflow deadlines, automatic client reminders, per-signer signature control including AES and QES, in-workflow document uploads, quick actions and API access.