About MyDocSafe

MyDocSafe is a content management suite that includes electronic signatures, workflow automation, document management, payment setup and client portals. The solution helps users create and send proposal letters, electronically sign contracts, automate KYC/AML checks and deploy and monitor onboarding workflows.

MyDocSafe provides a free storage account for users to store confidential documents and letters in an encrypted format. Security features include e-signatures with SMS verification and facial recognition. The suite also includes MyDocForms, a document management application that allows users to design and deploy electronic forms.

Integrations include Dropbox, so users can import and export documents, as well as Stripe, to collect credit-card payments when onboarding clients. Pricing is per month. Support is offered via email and a knowledge base.

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Supported Operating System(s):

Web browser (OS agnostic)

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