Moxo vs MyDocSafe
Moxo
moxo.comMyDocSafe
mydocsafe.comSide by side
| Figure | Moxo | MyDocSafe |
|---|---|---|
| Price from | $416.67/mo | $25/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 4 |
| Spec score · Client Portal Software | 7.7 (#12) | 8.0 (#8) |
| Spec score · Customer Portal Software | 7.7 (#22) | 7.9 (#18) |
| Spec score · Client Intake Software | 7.5 (#22) | 7.7 (#20) |
| Integrations | Moxo supports custom integrations using webhooks, Moxo APIs, or tools such as Zapier. | Listed integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive. |
| Support | The Scale plan includes a customer success manager, and the Enterprise plan includes a forward deployed engineer. | The site provides an application overview, knowledge database and technical support resources. |
Plans
MyDocSafe
- Business Pro$25 a month
- Accounting Pro$36 a month
- Deal Pro$63 a month
- EnterprisePriced on request
In their own words
MyDocSafe
MyDocSafe combines client portals, electronic signatures and workflow automation for businesses and individuals. Its onboarding workflow gathers proposals, forms and document requests, then adds reminders, internal workflows, secure messaging and file sharing. Branded portals provide secure document exchange. Signature tools include password protection, SMS verification, bulk sending, mail merge and multi-party workflows. Integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive, while an API supports custom connections. Files use AES-256 encryption after upload and 256-bit SSL/TLS during transfer; MyDocSafe says it is ISO 27001 certified and offers UK, EU (Ireland) or US storage on AWS infrastructure. Business Pro costs $25 a month billed annually, Accounting Pro $36 a month billed annually, and Deal Pro $63 a month billed annually. A free plan and 30-day no-card trial are available. Enterprise pricing is custom.