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MyDocSafe
Secure document exchange, electronic signature, and client portals for professional services firms — accountants, financial advisers, law firms, wealth managers, and other regulated industries.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T15:22:43.412Z. Cached copy · Source on mydocsafe.com
# 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
- [Shareholders' written resolutions: the 28-day clock and how not to miss it](https://mydocsafe.com/uk/blog/shareholders-written-resolution-28-day-clock/) — For UK practices running company secretarial work: how the s297 28-day lapse period works, counting votes against total voting rights, a chase plan and what to do if a resolution lapses. UK only. (2026-10-21)
- [Directors' written resolutions: how to pass one electronically (UK guide)](https://mydocsafe.com/uk/blog/directors-written-res
…
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