Rochester, NY – October 23, 2026  – DocuSend, a cloud-based print and mail service, today announced that it has completed its SOC 2 Type I audit, performed by KirkpatrickPrice. This attestation provides evidence that DocuSend has a strong commitment to security and to delivering high-quality services to its clients by demonstrating that they have designed the necessary internal controls and processes.

A SOC 2 examination provides an independent assessment of a service organization’s controls relevant to the applicable AICPA Trush Services Criteria. DocuSend’s SOC 2 Type I examination covers Security, Availability, Processing Integrity, Confidentiality, and assesses the suitability of the design of its controls as of a specified date. 

“Security and the responsible handling of our customers’ documents and data have always been fundamental to how we operate,” said Jim Stewart, Founder and CEO of DocuSend. “Completing our SOC 2 Type I examination provides independent validation of the controls and processes we have built into our operations. It gives our customers additional assurance that when they entrust sensitive business documents to DocuSend, Security, Processing Integrity and Accountability are built into the way we deliver our services.” 

“The SOC 2 audit is based on the Trust Services Criteria,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “DocuSend provides services that its clients rely on, and its SOC 2 Type I examination offers an independent assessment of the design of the controls supporting these services.” 

About DocuSend 

DocuSend is a cloud-based print and mail service that enables businesses to send invoices, statements, notices and other important documents through the U.S. Mail without maintaining an in-house mailroom. Customers can upload documents through DocuSend’s secure online portal or integrate directly through API or SFTP, and DocuSend handles printing, inserting, mailing and tracking. With no contracts, minimum volumes or monthly fees, DocuSend provides a simple, pay-as-you-go solution for businesses of all sizes, including organizations that handle sensitive and healthcare-related communications. For more information, visit www.docusend.biz. 

About KirkpatrickPrice: 

KirkpatrickPrice is the leader in cybersecurity and compliance audit reports. Our experienced auditors know audits are hard, so they take complicated audits such as SOC I, SOC 2, PCI DSS, HIPAA, HITRUST, GDPR, and ISO 27001 and make them worth it. The firm has issued over 10,000 reports to over 1,200 clients worldwide, giving its clients trusted results and the assurance they deserve. Using its Online Audit Manager, the world’s first compliance platform, KirkpatrickPrice partners with its clients with an expert to guide them through the entire audit process, from audit readiness to final report. For more information, visit www.kirkpatrickprice.com, follow KirkpatrickPrice on LinkedIn, subscribe to our YouTube channel, or join Our Cybersecurity Mission.

Due to rising transactional costs, DocuSend will be increasing the shopping cart batch fee from $0.50 to $0.98, effective January 12, 2026.

This fee applies only to shopping cart transactions. Customers who pay via ACH transfer or who use available DocuCredit balances are not assessed this fee.  

The shopping cart batch fee is applied each time a cart is submitted, regardless of the number of files included. Customers who upload documents throughout the day may choose to add all files to the cart and submit once after uploads are complete, which results in a single batch fee for the day.

If you would like to begin using ACH transfer as a convenient and cost-effective payment option, please reach out to our Customer Support team at customersupport@docusend.biz for more information. 

What is Multi-Factor Authentication (MFA)?

Multi-Factor Authentication (MFA) provides advanced security for your DocuSend login. By Friday, December 12th, this will be implemented. It is not required, but it is highly recommended. Users confirm their identity by entering a randomly generated verification code sent to their registered email address, adding an extra layer of security beyond a standard password. The increased security significantly reduces the risk of unauthorized access, even if a password has never been compromised. MFA is essential for safeguarding sensitive information, maintaining the integrity of your account, and ensuring greater peace of mind when managing documents and transactions within the platform.

Access the DocuSend MFA PDF Guide

To ensure smoother payments and an improved experience for your customers, DocuSend will now automatically select perforated paper when a remittance envelope is selected..

This small change makes a big difference – perforated paper allows recipients to cleanly tear off the payment stub and insert it into the return envelope with ease. If there is no perf, the recipient may tear the stub in a way that the remit-to address does not show through the window.

What’s changing:

• * Starting April 24, 2025, if you choose to include a remittance envelope, the system will automatically select perforated paper.
• * The option to use plain paper with a remittance envelope will be removed to avoid misaligned or difficult tear-offs.

This change helps maintain a professional presentation and avoids confusion or delays in payments.

We appreciate your understanding as we continue to improve the DocuSend experience.

To maximize credit card security, our processor—Electronic Merchant Systems—may occasionally verify some purchases with a quick phone call to confirm cardholder authorization. This extra step ensures your account remains secure while keeping your payments running smoothly.

You'll see this message in the shopping cart and on your email receipt:

To provide and maintain maximum security levels, some purchases may be verified by a brief phone call from our processor, Electronic Merchant Systems, to confirm cardholder authorization.

A holiday message from our CEO:

As the holiday season approaches, we are reminded of the power of kindness, community, and the small miracles that make this time of year so special. One such story comes to mind:

This lighthearted tale reminds us of the incredible generosity of people, the humor that keeps us grounded, and the unexpected connections that brighten our lives.

At DocuSend, we know how important communication is – especially during the holidays. Whether you're sending invoices, letters, or holiday greetings, we are here to ensure your messages reach their destination quickly and efficiently, no matter the season.

Thank you for being a valued part of the DocuSend family. We appreciate your trust in us and the opportunity to serve you throughout the year.

Merry Christmas and Happy Holidays!

Warm regards,
Jim Stewart

PS Next time you see a postal worker, please give them an extra warm smile, at least one that's worth ten dollars.

All DocuSend mail is entered in the United States Postal Service's BMEU (Business Mail Entry Unit). The BMEU is closed Wednesday, December 25, 2024 and Wednesday, January 1, 2025. DocuSend offices will also be closed on those days.

Any files uploaded on December 24th and 25th will be processed for mailing on Thursday, December 26th.

Any files uploaded on December 30th and January 1st will be processed for mailing on Thursday, January 2nd.

If you have documents that need to be mailed before the end of the year, please remember to account for the USPS holiday schedule.

The new processes allow businesses with 10 or more requests to provide the Postal Service with an Excel spreadsheet with the addresses and relevant information for their hold or forwarding requests. Businesses must provide the information in a specific Excel file format. The Sales Representative will coordinate directly with the customer to obtain the required information.

There are currently no changes to the maximum timeframe for holding mail (30 days). Businesses should contact their Sales Representative if they would like to request Bulk Hold Mail (10 or more) for 30 Days or to Forward Mail from many locations (10 or more) to one.

Shahriar Wahid
Business Service Network Representative
US Postal Service | 1200 William St Rm 100 | Buffalo, NY 14240-9631

You asked and we listened! We know that many of our DocuSend customers struggle with some of the invoice limitations in QuickBooks Online. Aligning addresses, adding remittance addresses, inserting logos and printing your invoice file to a PDF to mail it, are just a few of the nuisances you've been dealing with.

We think you'll find our new app much easier to use and more advanced than our previous app, and it should solve all your struggles:

• DocuSend user interface is the same but you stay in the QBO environment
• No need to print your file to PDF and upload to the DocuSend website
• DocuSend user interface is the same but you stay in the QBO environment
• No need to print your file to PDF and upload to the DocuSend website
• Enhanced QBO templates to work better with USPS mailing
• Your invoices come in to DocuSend correctly with perfectly aligned addresses
• Easily add in your logo
• Superfast – you’ll be done with your invoicing in no time
• Keep your same DocuSend account and company ID
• Same great, low price
• Coming soon – ability to mail statements from QBO app

For screen shots and step by step instructions, visit the app or click here to go to the QuickBooks online info on our website.

Check out the app today and send me your feedback. And don’t forget to rate us in the Intuit App Store while you’re there.

Visit the DocuSend app today!

Costa Rica is the third-smallest country in Central America with just 51,100 km² of territory. It is known for its amazing rainforest and the friendly manner most of us have. Our country is truly wonderful, but an incredible number of people are wishing to live in a foreign country like the United States that has many more work opportunities in information technology. They see this as the way to improve their lifestyle.

I think there’s a much better way.

In 2013 Jim Stewart, the owner of DocuSend, created an office in Costa Rica. Trusting in our talent, he and CTO Fred Morgan give us the opportunity to show our skills in the tech field. I don't want to boast, but we try to stand out in all the work we do.

DOCUSEND BROADENS THE HORIZONS OF COSTA RICAN STUDENTS

Ours is a rural town, far from any airport or city. For IT students here, this means we expect to have to move to the cities to find work in our chosen field, far from our families and all the friends we grew up with. That is quite an emotional upheaval in our culture, where family and community ties are highly valued.

Even during high school, it has been a cause for stress because all seniors must complete an internship with a business before they can graduate, yet there was no tech company in our area to apply to. Students from our high school have had to do their internships at companies that could offer little in the way of hands-on IT work. They did basic tasks like data entry and connecting computer peripherals.

But now DocuSend, a leader in cloud-based mailing technology, as part of its commitment to community support both within and outside the borders of the United States, participates in the local high school internship program. Finally, the IT students in our area have been given the opportunity to really put into practice what they have learned.

I completed my internship with DocuSend, and, in my opinion, working for a foreign company from Costa Rica is the best way to start in the world of work. You can learn a new language without having to pay for a course that may be very expensive. Working with a United States company, I am learning the customs related to the work environment, such as punctuality, dependability and timely communication.

TOUGH BUT FAIR

I asked the other interns, “How do you feel working for a foreign company from here?”

According to one of them, Andrés, "It has been interesting, because you work directly abroad without having to spend money on travel or an apartment; you don't need a passport or work permit, because you work in your own country.” Another of the interns, Alonso, mentioned that DocuSend gave him the opportunity to put into practice the skills he had and that he also learned to handle job pressure. A third intern, Seylin, added, "They are very understanding people; they are firm when making corrections to your work, but it is for your sake."

A significant benefit for me is the flexibility of my schedule, something very difficult to achieve today. This is motivating, because I can devote time to the family working for a company that adjusts to the needs of employees and even encourages telecommuting, thus achieving a stability between work and home.

GROWING IN LEAPS AND BOUNDS—AND LOVING IT!

I’ve been talking a lot about the work environment, but what about the personal part?

For the person like me who wants to learn English as a life goal, working for a US company is the best option without leaving home. You are pressured to learn English, but not in a cruel way; on the contrary, you go at your own pace developing new language skills and new communication strategies—and for free. In a month working, I learned more than I would in three months of an intensive English course.

My lifestyle has also changed.

That sounds radical, but learning to be organized was a very difficult choice for me. When I began to work I was extremely disorganized and restless, but after weeks of correction as an intern, it taught me to be more orderly, not only with my time, but also with my notes, my energy, the tasks assigned and even with my mind, because when you are under pressure, you must be meticulous and organized to avoid losing control of everything.

You know what I mean, right?

Once I got used to consistently working in an orderly way, I started to apply it in my daily life. I was wasting time on the internet, but now I mainly use it for distance learning and to watch a few series, like Chernobyl, Black Sails, Vikings and Black Mirror. As for social media, it has become less important to me—I can take it or leave it.

DOCUSEND CHANGES LIVES

But the biggest difference DocuSend has made is to my family’s life.

Now that I have a good job, I’m happy because I can help my father with the household expenses and I can take better care of my mom, who has worked so hard to provide me with books and school uniforms all these years. Now she doesn’t need to worry about me, just think of her health and that’s all.

One last point is that I have learned to be a customer. By working with people, you learn to be more empathetic; you learn that everyone is extremely pressured and busy; therefore, empathy grows in you and you ask thousands of questions before you treat someone badly, even when you are busy serving many people at the same time. That's something that the experience in this company has taught me—how to relate to clients.

My internship with DocuSend was an interesting and incomparable experience; I met incredible people and adopted a different lifestyle, all while training professionally.

ROCHESTER, N.Y.: October 23, 2019

DocuSend®, a division of Mail Technologies, Inc, (MTI) is proud to announce an affiliate partnership with Able Software. DocuSend’s Cloud-Based Mailroom automates the printing and mailing of invoices, billing statements and other important customer communications using proprietary PDF technology, was selected as the best fit to expand the Able Software partner product portfolio.

Able Software, a subsidiary of Useware, Inc., was founded in 1999 by president and CEO Ming Li. Able Software is a vertically focused software & services provider to the utility industry. Able Software customers include water, wastewater, electricity, gas and refuse utility companies across the US and Pacific Rim regions.

“Partnering with DocuSend provides our clients with an affordable and efficient way to automate the very tedious and manual process of mailing out customer invoices,” says Garth Stern, Sales Leader at Able Software.

The DocuSend cloud-based mailing system allows letters, invoices and other important documents to be prepped in seconds and mailed within one business day, eliminating hours of manual labor. Some of the many options include color printing and the ability to include a generic insert within the same envelope as the primary mailing document. DocuSend also features an automated service for certified and foreign mail. Users are provided complimentary access to a personalized dashboard and Image Bank which contains six months of document mailing history.

“Accounting and bookkeeping firms that support service industries who need to get invoices out to their customers, are an ideal partner for DocuSend. With about 75% of US consumers preferring a printed bill over email, it makes sense for us to partner with companies like Able Software,” according to Dave Drum, President of MTI.

MTI, with corporate offices in Rochester, New York, was founded in 1991 by Jim Stewart, CEO, to provide large volume financial document processing to financial institutions, cable companies and other businesses, where accurate bill rendering is integral to their success. DocuSend was launched in 2015 to serve the small to mid-size volume market and provide them a service to easily mail documents without the traditional programming charges, monthly minimums or contracts.

Able Software Contact
Garth Stern
(714) 337-7777
gstern@able-soft.com
www.able-soft.com

DocuSend Contact
Alice Witherow
877-514-3091 x205
awitherow@docusend.biz
www.docusend.biz

GLDS is pleased to welcome Mail Technologies, Inc. (MTI) to our list of approved partners who support the processing, printing, and distribution of our SuperBill services.

Founded in 1991 as a bill rendering and mailing service for vertical markets that include cable television, telecommunication and utility companies, MTI has an established reputation for converting a transactional billing statement into a recurring, customized document that enhances your customer relationship.

MTI has been producing GLDS’s 3 message bills for over five years, is the parent company of DocuSend, and offers the highly automated and flexible data processing capabilities required to produce the GLDS SuperBill.

Whether you are looking at outsourcing for the first time, or comparing your costs/features versus another vendor, MTI will work with you to gather the necessary information to provide a comprehensive cost analysis. Fill out the contact form at https://docusend.biz/contact-us.php to find out more.

Postage for a first class stamp will increase by a whopping 10% to $0.55 effective January 27, 2019. As part of our commitment to support small businesses, DocuSend users are guaranteed to have built-in protection against this increase for the entire year. Our price for a one-page black & white document will remain through December 31, 2019, including materials, processing and postage. Just another way we help your bottom line.

And that's not the only savings. Not by a long shot. Using the DocuSend mailroom increases productivity, improves cash flow and eliminates all those time guzzling manual mailing tasks.

All of us at DocuSend are committed to helping small businesses grow. You'll find that many of our blogs focus on a variety of small to medium business (SMB) experiences, including those of our DocuSend's management team and our founder, Jim Stewart. He started DocuSend's parent company and shares his insights into bootstrapping businesses and launching new products like DocuSend. Check our blog page out today for helpful tips.

We thank you for your continued business.

ROCHESTER, N.Y.: June 14, 2017

DocuSend®, powered by Mail Technologies Inc (MTI), is proud to announce the launch of their DocuSend for QuickBooks Online app. DocuSend's web-based service automates the printing and mailing of invoices, billing statements and other important customer communications using proprietary PDF technology. Many of DocuSend's clients use QuickBooks Online for their accounting software.

"With over 1.8 million customers globally using QuickBooks Online to manage their accounts receivable, it was a natural progression to offer an app that auto-uploads invoices to DocuSend for printing and mailing," says Dave Drum, President, MTI. The DocuSend app is specifically designed with the same aspect and qualities of QuickBooks Online, minimizing any learning curve and making it very easy to use.

QuickBooks Online users simply launch the free DocuSend app in the Intuit App Store and their customer invoices are prepped in seconds and mailed within one business day. There are no minimums, monthly charges or contracts. DocuSend users also receive access to their own DocuSend Dashboard and Image Bank, providing secure access to their document mailing history.

The Image Bank is an archive that provides six months of electronic storage and instant access to mailed documents for immediate viewing, reprint and distribution. DocuSend options include perforated paper, remit envelope, color printing, and the ability to add a generic PDF insert to your mailings. Recent additional enhancements include certified, foreign and oversize mail.

DocuSend has clients throughout the USA that rely on the cost effectiveness and time saving benefits of using the web-based service to print and mail customer invoices and other important communications.

MTI, Inc, with corporate offices in Rochester, New York, was founded in 1991 by Jim Stewart, CEO, to provide large volume financial document processing to financial institutions, cable companies and other businesses, where accurate bill rendering is integral to their success. DocuSend was launched in 2015 to serve the small to mid-size volume market.

ROCHESTER, N.Y.:
May 31, 2017

Agreement provides DocuSend print-to-mail services to TALogic customers using their MyCommunityTM property management software resulting in reduced operational expenses, increased efficiency and expedited receivable revenue.

DocuSend®, powered by Mail Technologies Inc (MTI), is proud to announce a reseller partnership with Tampa Automated Logic (TALogic). DocuSend's web-based service, which automates the printing and mailing of invoices, billing statements and other important customer communications using proprietary PDF technology, was deemed the perfect fit for TALogic's user base.

TALogic, a Tampa, FL company established in 2000, provides MyCommunityTM, their premier online community management software for the property manager, condo and homeowners associations, and has clients throughout the United States and two other countries.

"With all the regulations and notifications requirements facing community management associations, it's a complex job to keep everyone informed," says Ron McCarthy, President of TALogic. "Partnering with DocuSend provides an automated way for property managers to get important communiques in the mail quickly and at a great price. My clients also needed a service that could handle certified and foreign mail."

Using DocuSend, letters, invoices and other important documents are prepped in seconds and mailed within one business day. There are no minimums, monthly charges or contracts. Some of the many options include color printing and the ability to include a generic PDF insert globally. DocuSend also features an automated service for certified mail (a legal requirement for property managers and homeowners associations in some states). Included at no additional fee is access to a personalized DocuSend Dashboard and Image Bank, which provides secure access to individual document mailing history. The Image Bank archive provides six months of electronic storage and instant access to mailed documents for immediate viewing, reprint and distribution.

"Homeowners associations are one of DocuSend's fastest-growing segments," according to Dave Drum, President of MTI. "We are happy to provide a service that makes this important industry more efficient and less reliant on manual processes." DocuSend has clients throughout the USA that rely on the cost effectiveness and timesaving benefits of using the web-based service to print and mail customer invoices and other important communications.

MTI, with corporate offices in Rochester, New York, was founded in 1991 by Jim Stewart, CEO, to provide large-volume financial document processing to financial institutions, cable companies and other businesses, where accurate bill rendering is integral to their success. DocuSend was launched in 2015 to serve the small-to-midsize volume market.

Contact: Alice Witherow
Office: 877-514-3091 ext 205
See more at www.docusend.biz

ROCHESTER, N.Y.; May 27, 2015
Mail Technologies, Inc's (MTI) DocuSendSM is a web-based service for managing and distributing customer invoices and documents. This complete document delivery process provides materials, printing, inserting, first class postage, mailing, and reporting for a low, pay-as-you go price.

As QuickBooks Billing Solutions for mailing invoices ends on June 30, 2015, existing users need an alternate, cost effective mailing option to fill the impending void. DocuSendSM offers that solution. Easily upload your PDFs saved from QuickBooks and within one business day your invoices are printed, folded, inserted and mailed. You pay as you go and there are no minimums or membership service fees. Track your mail activity on the dashboard in the DocuSendSM portal.

DocuSendSM offers real value to users of QuickBooks Billing Solutions who have relied on the service to mail their customer invoices, says Jim Stewart, CEO, MTI.

The DocuSendSM process takes literally a few minutes to select document options, upload a PDF file, approve for printing and make your payment. Included at no additional cost are the DocuSendSM dashboard portal and the Image Bank, providing users with a mailing history and instant access to six months of electronic storage of processed documents for immediate viewing, reprint and distribution. And coming soon – a remittance envelope option plus mail delivery tracking to see the progress of your documents through USPS.

MTI, Inc, based in Rochester, New York, was co-founded in 1991 by Jim Stewart, CEO, to provide financial document processing to financial institutions, cable companies and other businesses, where accurate bill rendering is integral to their success.

David Drum, President, MTI
Office: 585-617-4666 ext 207
customersupport@docusend.biz
See more at www.docusend.biz

ROCHESTER, N.Y.; March 5, 2015
Mail Technologies, Inc (MTI) introduces DocuSend, a proprietary process for managing and distributing customer invoices and documents. The web-based service is a complete document delivery process that manages printing, inserting, mailing, inventory, and reporting for a low pay-as-you go price.

MTI has specialized in printing and mailing of documents for a variety of high-volume businesses for over twenty-three years and is now bringing its expertise to small-to-midsize companies, with services normally offered only to producers of large quantities of mail.

The DocuSendSM product allows any business using software that outputs to PDF to outsource their invoice, statement, and document mailing processes. The turnkey service will reduce costs for any size company currently producing documents internally. And just as companies like PayChex® have provided payroll services to thousands of businesses across the U.S. for decades, DocuSendSM offers the same outsourcing benefits for document rendering and distribution.

"DocuSend offers real value to companies who otherwise might not be able to take advantage of larger volume processing and postage discounts. It's simple to implement, easy to manage and eliminates the task of internally generating customer statements. It frees up time to focus on core business priorities," says David Drum, President, MTI.

The DocuSend process includes printing documents on standard 8.5" x 11" paper, folding and insertion into windowed mailing envelopes, and applying first class postage. Options include plain or perforated paper.

The online process takes only a few minutes to select from a simple menu of document specifications, upload a PDF file, approve for printing and make a payment selection. Documents are mailed within one business day, and there are no minimums or contracts. The online pay-as-you-go feature eliminates the need for monthly invoicing and cumbersome payment options. Secure electronic document delivery is also available and can be included in the same upload file as the mailed documents.

Additional benefits include the DocuSend portal and the DocuSendImage Bank. The portal provides secure access to the document mailing history and includes counts of mailed and emailed documents with a cost summary. The Image Bank provides six months of electronic storage and instant access to mailed documents for immediate viewing, reprint and distribution.

MTI, Inc, based in Rochester, New York, was co-founded in 1991 by Jim Stewart, CEO, to provide financial document processing to financial institutions, cable companies and other businesses, where accurate bill rendering is integral to their success.

Contact: Alice Witherow
Office: 585-617-4666 ext 205
See more at www.docusend.biz

Postmaster General (PMG) Patrick Donahoe has announced that the Postal Service will not be filing for a price adjustment in January and will wait until early 2015 to reconsider any price changes.

The Postal Service is postponing the adjustment until the court of appeals rules on whether the exigent increase is temporary (as the Postal Regulatory Commission (PRC) ordered) or permanent (as the USPS wants). This ruling will not be made for another month or two.

It appears the Postal Service is waiting to see how the ruling goes:
If the court upholds the increase as temporary, the exigent prices would need to be rolled back around August/September 2015. It would be challenging for both the Postal Service and the mailing industry to support two pricing software changes in one year. So the Postal Service would likely wait and make one price change incorporating both the exigent roll–back and any CPI increase available at one time.

If the court rules the increase as permanent, the USPS would likely move forward with a CPI increase. But by the time the ruling is out, the implementation couldn't happen until at least late March or early April.

One of the most frequent questions we receive from clients planning the coming year's marketing budget is, "What's going to happen to postage prices?" Since the CPI price cap for postage price adjustments was established, that has usually been an easy question to answer. But the uncertainty around how the court will rule on the exigent prices has made such predictions much more complicated this year. The PMG's announcement takes away a little of the uncertainty and provides mailers with at least a couple extra months before we need to deal with another price increase.