Mydocsafecom
What it is
What It Does
MyDocSafe is a document-security and client-onboarding platform built around electronic signatures, secure client portals, proposals, logic-based webforms, and ID/KYC/AML checks. It targets professional-services firms — law firms, accountancies, and wealth managers — that need to send documents for signature, collect client information securely, and automate onboarding workflows. It offers several legally-binding signature options including qualified electronic signatures, AES, KBA, and SMS verification, and integrates with Xero, Zoho, Stripe, GoCardless, BTC Software, and Microsoft Outlook.
What We Found
MyDocSafe was founded in 2013 and is based in Bedford, United Kingdom, led by CEO Daniel Stachowiak. It is a small company — sources put headcount in the single digits to low tens (LinkedIn lists 2-10). Reported funding is modest (seed stage). Its positioning straddles general professional-services onboarding rather than being purely legal-specific.
What We Haven’t Verified
- Current employee headcount — sources range from 2-10 (LinkedIn) to ~7 (third-party profiles); not independently confirmed.
- The full set of integrations and their depth — listed by the vendor, not tested.
- Pricing tiers.
- Practitioner reviews specific to legal use — none surfaced in our research.
Integrations
Platforms Mydocsafecom integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.
- Xero
- Zoho CRM
- Microsoft Outlook
- viaSocket
- Zoho Projects
- GoCardless
- Stripe
- Recruit Payroll
- Moneysoft
- BTC Software
- Glide
- Logical Office
- Dropbox
- Google Drive
- TaxNav
Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class