MyDocSafe
MyDocSafe is a UK-based cloud SaaS platform that combines digital signatures, branded client portals, KYC/AML ID verification, proposals, document management, and practice management into a single client-transaction application primarily for professional services firms across accountancy, legal, financial services, HR, and adjacent verticals.
- Company typePrivate
- Founded2013
- HeadquartersBedford, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What MyDocSafe does
MyDocSafe is a cloud-based client-transaction platform purpose-built for professional services firms, headquartered in Bedford, United Kingdom, and operating since 2013. The platform consolidates digital signatures, branded client portals, KYC/AML ID verification (via Yoti), business proposals and pricing, document management, webforms, virtual data rooms, and a practice manager (tasks, timesheets, workflow templates) into a single multi-tenant SaaS application with API and MCP (Model Context Protocol) extensibility. Security is positioned around 256-bit AES encryption, granular permission-based access, and full audit trails; the e-signature module supports password protection, SMS verification, bulk send, mail merge, and multi-party workflows. The company also markets an HR-focused Employee Onboarding module currently in beta and an E-Sign & Store vault for individual users.
The company serves primarily professional services firms across accountancy, legal, financial services/wealth management, real estate, HR, education, medical, government, and payroll verticals. Named enterprise customers include Canaccord Wealth, Veolia, The Argyll Club, The High School of Glasgow, and HNS Pharma. The company claims over 10,000 customers across 10+ localized country storefronts (US, UK, Poland, Ukraine, Spain, Germany, France, Netherlands, Portugal, Italy) and integrates with Office 365, Xero, Zoho CRM, Google Drive, Stripe, GoCardless, Zapier, Yoti, and viaSocket.
MyDocSafe runs a product-led go-to-market built around a 30-day free trial of its Professional plan, supplemented by direct sales for mid-market and enterprise deals (branded portals, virtual data rooms, bespoke onboarding). Revenue mechanics comprise SaaS subscriptions, transactional processing tied to Stripe/GoCardless, and a referral programme. The company is private, employs 1-10 people, has raised approximately $408K across three disclosed rounds between 2015 and 2017, and operates under CEO Daniel Stachowiak. No current revenue, ownership, or funding event is disclosed in available sources.
MyDocSafe firmographics
Firmographics- Name
- MyDocSafe
- Legal name
- MyDocSafe
- Website
- https://mydocsafe.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MyDocSafe is a UK-based cloud SaaS platform that combines digital signatures, branded client portals, KYC/AML ID verification, proposals, document management, and practice management into a single client-transaction application primarily for professional services firms across accountancy, legal, financial services, HR, and adjacent verticals.
- Ownership category
- akta.pro rank
MyDocSafe industry classification
Industry- Product category
- Client Transaction and E-Signature Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- E-Signature & Digital Transaction Management (DTM) (HDAEAGAF)
- akta.pro secondary industry
- Fraud, Risk, KYC/AML & Compliance Platforms (BPAMAFAI)
Keywords
Where MyDocSafe is headquartered
LocationHeadquarters
- HQ city
- Bedford
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
MyDocSafe business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Marketing or Sales, Personnel, Operations
Revenue model
- SaaS Subscriptions: Recurring subscription revenue from professional services firms using MyDocSafe for client transactions, e-signatures, portals, and practice management. A 30-day free trial drives top-of-funnel acquisition with paid conversion thereafter.
- Transaction-based Payments (via Stripe / GoCardless): Integrated payment processing through Stripe and GoCardless enables clients to accept payments inside proposals and onboarding flows; MyDocSafe may earn transactional or processing-related revenue tied to these integrations.
- Referral Programme Revenue: Explicit "MyDocSafe referral programme" suggests affiliate/referral-based customer acquisition that may include revenue share or commission on referred accounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | 30-day free trial of the Professional plan, no credit card required to start |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
MyDocSafe product offering
Product offeringCore offering
MyDocSafe sells a cloud-based all-in-one client transaction platform for professional services firms that combines legally binding e-signatures, branded secure client portals, document management with bank-level encryption, KYC/AML ID verification, business proposals and pricing, practice/task management, webforms, and virtual data rooms. The product is delivered as a multi-tenant SaaS application accessed via a self-serve 30-day free trial, with a public API and MCP for partner integrations and a simplified E-Sign & Store vault aimed at individual users.
Product overview
MyDocSafe is a single unified client-transaction platform for professional services firms, rather than a portfolio of separately sold products. Its core capabilities — Digital Signatures, Client Access Portals, Practice Manager (with Task Management and Timesheets), Quotes and Proposals, Webforms & Questionnaires, ID Verification Services (KYC/AML), and Document Management — sit on top of a shared client onboarding engine that takes users from proposal through KYC, e-signature, payment, and secure storage. Add-on modules extend the platform into adjacent workflows: Employee Onboarding (currently in beta), Virtual Data Rooms for M&A deal rooms, and E-Sign & Store, a simplified signing-and-storage vault aimed at individual users.
Differentiator
Problem solved
Functional benefit
Products and services
- Digital Signatures Legally binding electronic signature capability with password protection, SMS verification, bulk send, mail merge, and complex multi-party workflows, used by professional services firms to sign documents electronically.
- Client Access Portals Branded, secure client portals for document sharing, signing, ID checks, data collection, and service sales, with bank-level encryption and granular permission-based access controls.
- Practice Manager Internal workspace module that coordinates team delivery and client actions, including task assignment, deadline tracking, built-in timers and timesheets, workflow templates, and recurring processes tied to client jobs and documents.
- Client Onboarding Automated client onboarding workflow module covering proposals, KYC, e-signatures, tasks, secure data rooms, and client portals, taking clients from prospect to active engagement.
- Quotes and Proposals Branded, reusable proposal templates with integrated approvals, e-signatures, and a guided journey from scope and pricing through acceptance, signing, and payment.
- ID Verification Services (KYC/AML) Automated identity verification and background checks for regulated industries, integrated with providers such as Yoti to support KYC and AML compliance at client onboarding.
- Webforms & Questionnaires Customizable webforms and questionnaires used for client data collection, onboarding workflows, and automated proposals.
- Document Management Secure document storage, organization, and sharing with 256-bit AES bank-level encryption, granular permission-based access, and complete audit trails.
- Task Management Team task assignment and tracking module with real-time dashboards and automated reminders to assign, track, and complete work across teams and clients.
- Timesheets Time-tracking module for logging billable hours, approving timesheets, and generating reports to support accurate project billing.
- Pricing Tool Dynamic pricing proposal and quote builder that helps convert prospects into paying clients through configurable pricing presentations.
- Virtual Data Rooms Secure virtual data rooms feature used for M&A and other complex transactions, providing controlled document sharing and collaboration with full audit trails.
- Employee Onboarding HR-focused module that streamlines employee onboarding through automated document collection and e-signatures; currently in beta.
- E-Sign & Store Personal e-signature vault for individuals to sign and store documents, providing a simplified subset of MyDocSafe's signing and storage capabilities for non-business users.
Quantifiable outcome
- 100% of MyDocSafe clients choose to use the digital signatures feature
- +1 more outcomes
Companies that use MyDocSafe
Customer profileNamed customers1 record
Segments10 records
Ideal customer profiles3 records
MyDocSafe technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature8 records
MyDocSafe partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core.
- Microsoft Office 365coreNative integration with Microsoft Office 365 featured on the homepage; supports an Outlook plugin highlighted in customer testimonials for speeding up accounts and tax return signing/filing.
- XerocoreIntegration with Xero accounting software, prominent in the integrations showcase; central to MyDocSafe's accountancy and bookkeeping practice workflows.
- Zoho CRMcoreIntegration with Zoho CRM enables client data sync between MyDocSafe portals and CRM records; featured in integrations showcase and main navigation.
- Google DrivecoreIntegration with Google Drive for document storage and synchronization between MyDocSafe and users' cloud drives.
- YoticoreIntegration with Yoti for ID verification services underlying MyDocSafe's KYC/AML checks for regulated industries.
- StripecoreIntegration with Stripe to accept payments directly within MyDocSafe proposals and onboarding flows.
- GoCardlesscoreIntegration with GoCardless for direct debit payment collection inside MyDocSafe's quote-to-payment flow.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
MyDocSafe competitors and assessment
Company assessmentDirect peers
- TaxDome: All-in-one practice management suite for tax and accounting firms with client portal, e-signature, workflow and billing — comparable to MyDocSafe's accountancy-focused client transaction stack and pricing-tool features.
- Dropbox Sign (HelloSign): SMB-focused e-signature and document workflow product owned by Dropbox. Competes on PLG-friendly pricing and integrations similar to MyDocSafe's; an apples-to-apples comparison for the SMB/sign + storage use case.
- PandaDoc: All-in-one document workflow platform combining proposals/quoting, e-signature and document management — closest functional analogue to MyDocSafe's unified "quote-to-cash" journey for SMB and mid-market customers.
- OneSpan Sign: Enterprise-grade e-signature and identity verification (KYC/AML) platform; particularly strong in financial services and regulated industries. Closely comparable to MyDocSafe's regulated-vertical positioning and Yoti-backed ID verification story.
- Eversign: SMB-friendly e-signature platform with API access and integrations. Closely comparable on PLG motion, SMB pricing and developer-facing extensibility similar to MyDocSafe's API-first posture.
- SignNow (by airSlate): E-signature and document workflow product bundled into airSlate's business automation suite. Competes on similar SMB and mid-market integrations and on price-sensitive e-signature deals where MyDocSafe also sells.
- Karbon: Practice management and workflow platform purpose-built for accounting firms. Directly competes with MyDocSafe's Practice Manager and accounting vertical offerings, and is one of the strongest niche incumbents in MyDocSafe's primary accountancy segment.
- Canopy: Practice management platform for accounting and tax firms featuring client portal, document collection and workflow automation — overlaps directly with MyDocSafe's accounting-vertical features and KYC/AML enablement.
Broad incumbents
- DocuSign: Category leader in e-signatures and contract lifecycle management (CLM). Most direct competitor to MyDocSafe's digital-signature and client-portal capabilities, but operates at far greater scale with a much broader enterprise GTM and a full CLM/CLM+ suite.
- Adobe Acrobat Sign: Adobe's e-signature and document workflow product, bundled into Acrobat and Creative Cloud. Directly competes with MyDocSafe's e-signature and document management modules, especially within enterprise customers already on Adobe's stack.
Market position
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
MyDocSafe social profiles
Digital presenceMyDocSafe compliance and trust
Trust signalCompliance2 records
MyDocSafe financial estimates
Financial estimateRevenue estimate
Valuation estimate
MyDocSafe leadership team
Management profileNumber of profiles
Profiles1 record
MyDocSafe funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MyDocSafe M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MyDocSafe
What does MyDocSafe do?
MyDocSafe sells a cloud-based all-in-one client transaction platform for professional services firms that combines legally binding e-signatures, branded secure client portals, document management with bank-level encryption, KYC/AML ID verification, business proposals and pricing, practice/task management, webforms, and virtual data rooms. The product is delivered as a multi-tenant SaaS application accessed via a self-serve 30-day free trial, with a public API and MCP for partner integrations and a simplified E-Sign & Store vault aimed at individual users.
Is MyDocSafe a public or private company?
MyDocSafe is a private company. It is classified as venture growth investor backed and is currently operating.
When was MyDocSafe founded?
MyDocSafe was founded in 2013. It employs 1 to 10 people.
Where is MyDocSafe based?
MyDocSafe is headquartered in Bedford, United Kingdom, in the Europe region.
How does MyDocSafe make money?
Three revenue lines are on record. SaaS Subscriptions are the primary driver. The others are transaction-based Payments (via Stripe / GoCardless) and referral Programme Revenue.
Who are MyDocSafe's main competitors?
Direct peers on record are TaxDome, Dropbox Sign (HelloSign), PandaDoc, OneSpan Sign, Eversign, SignNow (by airSlate), Karbon and Canopy. Broad incumbents are DocuSign and Adobe Acrobat Sign.
Does MyDocSafe have an API?
Yes. MyDocSafe offers an API integration for connecting its client portal and e-signature platform with external systems, along with a third-party MCP (Model Context Protocol) integration. An API licence terms and conditions page is published, indicating governed partner-facing access. Further specifics (REST/GraphQL, authentication, rate limits, SDK languages) are not detailed on the homepage. Developer documentation is at mydocsafe.com/us/api-integration.
What industry is MyDocSafe in?
MyDocSafe's product category is Client Transaction and E-Signature Software. Its primary akta.pro industry code is HDAEAGAF, E-Signature & Digital Transaction Management (DTM), with a secondary code of BPAMAFAI, Fraud, Risk, KYC/AML & Compliance Platforms. Its NAICS code is 513210 and its SIC code is 7372.