Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 1 Rating

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features
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What is Paperless?

Paperless is an innovative digital document management tool. Remember when there was so much buzz about the impending paperless future? It appears we are, in fact, relying on paper more than ever. The truth is, paper is still a big part of our lives. However, Paperless 3 is a remarkable application designed to streamline the organization of both digital and physical documents while also contributing to environmental sustainability. You can say goodbye to lugging a heavy bag of receipts to your accountant during tax season. As stated in IRS 97-22, digital documents are permissible for tax purposes. With Paperless 3, you can create a Smart Collection to keep all your files systematically organized in one central location. Additionally, the software provides options for emailing, printing, exporting to PDF, or visualizing your receipts in a chart format. By utilizing Paperless 3, you can significantly enhance your document management process and lessen your reliance on paper, ultimately fostering a more eco-friendly approach to record-keeping. This way, you can embrace a more efficient lifestyle while caring for the planet at the same time.

What is MyDocSafe?

MyDocSafe is your vital ally in the journey of digital transformation, helping to automate processes related to client engagement such as pitching, onboarding, and the secure sharing of documents. This all-encompassing platform for document security and electronic signatures enables you to verify and oversee all your documents online, while also simplifying compliance, onboarding, and contract renewal processes. Discover a variety of features tailored to boost your productivity, ultimately saving you both time and effort. With a wealth of integrations available, you can significantly enhance your operational efficiency. Furthermore, by increasing client interaction, you can potentially elevate your revenue. Streamline your proposals with customizable workflows and a completely paperless quoting system for a more structured approach. Speed up deal closures and eliminate administrative delays by utilizing efficient workflows that connect various departments. Cut down on the time dedicated to low-value, non-billable tasks during client onboarding by leveraging automatic document distribution, timely reminders, and notifications, which facilitate a smoother experience for new clients. In essence, MyDocSafe serves as a comprehensive solution for seamlessly navigating the complexities associated with client interactions and documentation, making your work life easier and more effective. Through this platform, you can not only streamline operations but also foster deeper client relationships that are crucial for long-term success.

Media

Media

Integrations Supported

Dropbox
Microsoft Outlook
Xero

Integrations Supported

Dropbox
Microsoft Outlook
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$69.95
Free Trial Offered?
Free Version

Pricing Information

$8 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mariner Software

Date Founded

1990

Company Location

United States

Company Website

marinersoftware.com

Company Facts

Organization Name

DocSafe

Date Founded

2013

Company Location

United Kingdom

Company Website

mydocsafe.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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