MyDocSafe vs Plutio
MyDocSafe
mydocsafe.com
Plutio
plutio.comSide by side
| Figure | MyDocSafe | Plutio |
|---|---|---|
| Price from | $25/mo | $15/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 6 |
| Spec score · Client Portal Software | 8.0 (#8) | 8.8 (#2) |
| Spec score · Customer Portal Software | 7.9 (#18) | 8.7 (#5) |
| Integrations | Listed integrations include Xero, Zoho CRM, Zapier, Stripe, GoCardless, Dropbox and Google Drive. | Native connections include Stripe, PayPal, Square, Xero, FreshBooks, Google Calendar, Outlook, Gmail, Zoom and Google Meet; Zapier and Make extend connectivity. |
| Support | The site provides an application overview, knowledge database and technical support resources. | The about page describes in-app chat with human support during UK business hours, a help center, email support, and a Facebook community. |
Plans
MyDocSafe
- Business Pro$25 a month
- Accounting Pro$36 a month
- Deal Pro$63 a month
- EnterprisePriced on request
Plutio
- Core$19 a month
- Pro$49 a month
- Max$199 a month
- Core annual$15 a month
- Pro annual$39 a month
- Max annual$159 a month
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.
Plutio
Plutio combines client and project management, billing and workflows in one business platform for freelancers, agencies and small teams. Its tools cover projects, tasks, time tracking, invoices, proposals, contracts, scheduling, forms, files and client portals. Plutio Pal can take actions in a workspace, with monthly AI credits ranging from 800 on Core to 10,000 on Max. Listed integrations include Stripe, PayPal, Square, Google Calendar, QuickBooks Online, Xero, Slack, Gmail, Google Drive and Dropbox, plus Zapier and Make. Integrations are included in every plan, although third-party services may charge their own fees. Each plan has a seven-day full-access trial without a credit card. Afterward, a limited free account retains existing data but cannot create projects or send invoices. Monthly plans are Core at 19.00 USD, Pro at 49.00 USD and Max at 199.00 USD. Core allows nine active clients; Pro has unlimited active clients and 30 contributors, while Max has unlimited active clients and contributors. Plutio offers iPhone, iPad and Android apps, native Mac and Windows apps, and unlimited API access on all three plans.