--- description: Review of MyDocSafe Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: MyDocSafe | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [GDPR Compliance Software](/directory/3848/gdpr/software) > [MyDocSafe](/software/166915/mydocsafe) # MyDocSafe Canonical: https://www.softwareadvice.co.uk/software/166915/mydocsafe Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/166915/mydocsafe?page=2) > 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. > > Verdict: Rated **3.8/5** by 26 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.8/5** | 26 Reviews | | Ease of Use | 3.8/5 | Based on overall reviews | | Customer Support | 3.0/5 | Based on overall reviews | | Value for Money | 3.6/5 | Based on overall reviews | | Features | 3.7/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: DocSafe - **Location**: Bedford, UK - **Founded**: 2013 ## Commercial Context - **Starting Price**: US$25.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: After a 30 day free trial, you can choose your plan that includes unlimited digital signatures and documents. Extras such as ID verification services, qualified digital signatures, big number of client portals etc. are charged monthly in arrears based on actual usage. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, German, Italian, Polish, Portuguese, Spanish, Ukrainian - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belgium, Belize and 206 more ## Features - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Approval Workflow - Archiving & Retention - Audit Management - Audit Trail - Authentication - Billing & Invoicing - Bulk Uploading - Client Management - Client Portal - Commenting/Notes - Compliance Management - Configurable Workflow - Consent Management ## Integrations (9 total) - BTCSoftware - Dropbox Business - GoCardless - Stripe - Xero - Yoti Identity Verification - Zapier - Zoho CRM - Zoho Projects ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [GDPR Compliance Software](https://www.softwareadvice.co.uk/directory/3848/gdpr/software) ## Related Categories - [GDPR Compliance Software](https://www.softwareadvice.co.uk/directory/3848/gdpr/software) - [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software) - [Records Management Software](https://www.softwareadvice.co.uk/directory/1859/records-management/software) - [Digital Signature Software](https://www.softwareadvice.co.uk/directory/4235/electronic-signature/software) - [Virtual Data Room Software](https://www.softwareadvice.co.uk/directory/4521/virtual-data-room/software) ## Alternatives 1. [SignWell](https://www.softwareadvice.co.uk/software/149065/docsketch) — 4.9/5 (2630 reviews) 2. [Docusign](https://www.softwareadvice.co.uk/software/367901/docusign) — 4.7/5 (9267 reviews) 3. [Dropbox Sign](https://www.softwareadvice.co.uk/software/88271/hellosign) — 4.7/5 (1447 reviews) 4. [DigiSigner](https://www.softwareadvice.co.uk/software/48065/digisigner) — 4.8/5 (1450 reviews) 5. [Xodo Sign](https://www.softwareadvice.co.uk/software/422878/xodo-sign) — 4.8/5 (2833 reviews) ## Reviews ### "Great Package for Electronic Signatures" — 5.0/5 > **John** | *30 June 2021* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: The ease of use for both us generating documents for approval and also clients signing off documents > > **Cons**: There is very little not to like\! the system is evolving all the time. > > We use the software for approval of contracts, accounts and various other agreements that would historically have been posted and taken weeks to complete. Using electronic signatures the process can be completed in minutes so saving time and money ----- ### "Could not imagine being without MyDocSafe" — 5.0/5 > **Anthony** | *18 June 2021* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: The ease with which I can send encrypted emails direct from Outlook is a real time-saver and helps compliance with GDPR. The e-signing of documents is so quick and easy. I often receive back signed documents from clients before I have finished tidying up my desk following completion of accounts and/or tax returns ... and so am able to immediately file everything online at HMRC etc .... So much time (and printing/postage) is saved .... paying for the subscription\! > > **Cons**: I would like to be able to see subscription status more easily. Perhaps a simpler email template setup and more options for sending direct from Outlook .... but really .... there is nothing I'm missing and once setup it works perfectly. > > I really enjoy being able to send encrypted emails (and attachments) direct from Outlook and the e-signing routine is perfect. I would highly recommend MyDocSafe to anyone needing these elements. It is just so easy to use (even if at first you need to take time getting the setup \& options as you want them). The customer service and support is brilliant ... and nothing is too much trouble, with a fast response to any query. .... I cannot imagine being without MyDocsafe in my accountancy practice. ----- ### "big accountants bills because i spend ages on the phone with them trying to simply sign a document" — 1.0/5 > **Geoff** | *20 June 2024* | Construction | Recommendation rating: 0.0/10 > > **Pros**: I can't think of anything easy on the site, the layout is terrible. > > **Cons**: Its confusing and not an easy site to use i can't think why my accountants use it apart from your docs are safe in fact that safe i can't find them without the costly help of my accountants. > > Depressing, i have spent ages trying to simply sign documents and in the end every time i have to call the accountants, this year it has raised a small business's bill a lot in fact I'm thinking of folding my business as i can't afford the bills they are creating. ----- ### "Save time keep it simple with docusign" — 5.0/5 > **Lori** | *1 April 2022* | Hospital & Health Care | Recommendation rating: 10.0/10 > > **Pros**: Well we were refinancing our house through this covid pandemic it made it extremely easy and the wait time much shorter. We could do it all digitally thanks to this software. DocuSign keeps it simple and uses logic no guesswork plus you can use a password protected PDF to edit. If it wasn't for this we'd still be in the process of refinancing but thanks to this it save time and money and now we have our house refinance thank you DocuSign. > > **Cons**: There's nothing really not to like about it everything was simple to the point even a caveman could use it > > Time and money saved during the pandemic this is my hero ----- ### "Outstanding software for securing documents effectively" — 4.0/5 > **Aryan** | *9 September 2022* | Computer Software | Recommendation rating: 9.0/10 > > **Pros**: It provides simple functionality for login, and you can quickly login with multiple documents. It is very fast compared to other software and securely stores all the documents in the cloud. It includes confidentiality in sharing business documents with partners. The software also provides customisation according to our needs. One of the best things is that it saves time and paper costs. It can be easily integrated with other platforms. I am completely satisfied with its amazing service. The software can be used for business and personal use. It is highly recommended. > > **Cons**: Customer service should be improved to provide better service. Its pricing is little bit high and sometimes, I am not able to use some basic features ( not every time ). Overall it is very reliable and good software. > > My overall experience with this is pretty good. It provides me the flexibility and security in securing the documents. It is very easy to use and has a simple interface. It has the ability to store documents effectively. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/166915/mydocsafe?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/166915/mydocsafe) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data