Empower your clients

Reduce 30% of phone calls from your clients

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How does it work?

Adopting TagMyDoc's secure spaces is simplifying your life and that of your customers while securing their data.

A secure space is an encrypted communication tunnel offering messaging and an array of features, modules and possibilities to simplify your confidential data transfers.

Discover the 5 main advantages of secure spaces

Ease of use

Eliminate technical support for your customers

This is the strength of TagMyDoc's secure spaces. The adoption rate by your customers will be exceptional and they will use their secure space without training. Say goodbye to creating, managing and sharing customer passwords. With a single click, your customers will have access to the right content such as messages, documents, files, electronic signatures, and more.

Start breathing and significantly reduce the number of emails in your inbox

Receive a summary of everything your customers have sent you in the last hour1, but in one email notification. Say goodbye to hundreds of unproductive email threads received each week.

1. schedule can be set in your account

Create your account

Don't learn a new way of doing things and keep your standard email reflexes

Sending content to a secure space is the same as sending an email, but without the constraints. Write a note and attach one or more documents.

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Customer portal and collaboration

Exchange securely with your customers without worrying about limits

Attach documents and files of all types to your messages, even if they are large. You don't have to worry about limitations imposed by standard email.

Collaborate easily with your colleagues and stay in control during staff turnover

Quickly delegate roles to your internal colleagues on secure spaces where you need reinforcement. In order to structure the level of access to information, it is possible to modify the permissions in a granular way of all shared elements in a secured space.

Invite your colleagues

Take advantage of TagMyDoc's flexibility in content organization and search

Whether it's a document, a message or any other type of content, take advantage of the power of our dashboards to allow you to easily and quickly find an item sent by a client.

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Secure document exchange

All data transfers are encrypted to the highest standards in transit and at rest

In addition to data encryption, you control who can see which documents, folders and messages. You can change these permissions at any time.

Learn more about the security

Easily import your PDF forms and make data collection effortless for you and your clients

PDF forms have been around for a long time and offer a better, easier and more efficient way to collect information. Your customers won't need to download, fill out and upload it back for return. They simply fill it out and save it: that's it!

Try it for free

Improve the mission of your website and simplify everyone's life

Your customers can access their secure space directly from your website and let them to send you the content needed to get work done.

Electronic signature

Do not require your customers to connect to another platform to sign their documents

Have documents signed within the secure space. In addition, several features are available to automate everything. Once signed, the document remains in the right place for you and your client.

Accept payments

Reduce the time it takes to get paid

Directly from their secure space, allow your customer to easily pay your bills by credit card or PDA (pre-authorized debit).

A lot of happy customers

« An exceptional platform […] The use of TagMydoc allowed us to gain in efficiency, to have a professional notoriety with our customers, to demonstrate that we have the protection of the data of our company and those of our customers at heart. »

Caroline V.

Sales Manager

Achievements

Software Advice Frontrunners for File Sharing Jun-22GetApp Category Leaders for File Sharing Jun-22TagMyDoc: 4.7 ⭐ on Capterra

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