Announcing viaSocket Integration with MyDocSafe

The integration of viaSocket with MyDocSafe introduces new opportunities for businesses to seamlessly connect their existing applications with MyDocSafe’s platform. This collaboration enables companies to automate workflows, securely manage documents, and streamline their operations more efficiently.

Through this integration, businesses can develop new use cases, such as automating document signing, integrating CRM systems for client onboarding, or building customized workflows that cater to their specific business needs. viaSocket's flexibility allows organizations to connect virtually any application to MyDocSafe, creating a fully tailored and optimized solution.

This integration aligns with the ongoing effort to help businesses enhance productivity while adhering to high standards of security and compliance. It is anticipated that this capability will foster innovation and further streamline business processes.

Examples of Applications That Can Be Integrated with MyDocSafe via viaSocket:

There are over 5,000 available integrations, spanning across accounting, productivity, CRMs, and storage systems. A few examples include:

• Accounting: QuickBooks, Sage, Xero, AccountingSuite

• Practice Management: Karbon, Clio

What if an App Is Not Available on viaSocket?

If an application is not currently listed on viaSocket, businesses can still connect it by creating a custom integration. viaSocket provides an API and integration platform that allows developers to integrate nearly any app. This feature ensures that companies can integrate their preferred tools into the MyDocSafe ecosystem, even if the app is not available by default.

viaSocket’s API enables businesses to automate workflows, trigger actions, and connect various applications to build custom use cases. For companies lacking in-house development resources, viaSocket offers support or can partner with developers to assist in building these custom integrations.

Compliance and Data Considerations

It remains the responsibility of each business to evaluate viaSocket for data security and compliance requirements. No endorsement of third-party applications is provided as part of this integration.