How accounting professionals use e-Signature to streamline their practice | Article

November 15, 20195 minute read

Client engagement letters and Form 8879, IRS e-file Signature Authorization, are two of the most common agreements for accounting professionals; yet, many firms still use a manual process of preparing, emailing and requesting wet signatures from clients. DocuSign has partnered with Intuit’s Global ProAdvisor® Program to bring DocuSign eSignature to thousands of accounting professionals globally to support their success and growth. With this announcement, made just prior to the annual QuickBooks® Connect conference in San Jose, Calif, QuickBooks ProAdvisors will have access to exclusive member discounts on DocuSign’s most popular eSignature plans to help them ditch the paperwork and go digital.

Stop chasing paper

DocuSign’s Agreement Cloud is focused on helping ProAdvisors eliminate the overhead of chasing clients for signatures. With DocuSign, up to 82 percent of agreements are completed in less than one day and 49 percent completed in less than 15 minutes, giving you more time to spend with clients.

With DocuSign eSignature, we’re helping ProAdvisors simplify client management by digitizing engagement letters, tax forms, and other agreements. DocuSign eSignature enables you to set it and forget it with templates and auto-reminders that nudge clients for you. Use DocuSign templates to auto-tag your most common forms, and the Bulk Send feature to send agreements to multiple clients in minutes.

DocuSign streamlines the workflow for thousands of accounting professionals, saving them from unnecessary hassle and overhead expenses. Your clients can even review and sign a proposal while on the go using the DocuSign mobile application. DocuSign’s eSignature is legally binding in 180 countries and available to sign in 43 different languages, meeting the needs of the most global accounting and tax firms. Interested in learning more about DocuSign’s Legality in your country? Visit the DocuSign Legality Guide.

Confidence and trust

Businesses around the globe trust the DocuSign for their most sensitive and time-critical transactions, and we’re committed to maintaining the secure, compliant, and available environment they’ve come to trust. In fact, trust is at the core of our business and DocuSign eSignature offers you peace of mind that your firm and client data will be managed in the way you expect. For example, DocuSign eSignature is SOC 1 Type 2 and SOC 2 Type 2 certified, ISO 27001: 2013 certified, and we adhere to global privacy standards such as European Union’s General Data Protection Regulation. To learn more, visit the DocuSign Trust Center.

Why eSignature?

Digitizing your business processes and streamlining your workflow allows you to focus on winning and keeping new clients. eSignatures convert analog paper-based documents into digitally connected agreements that can be routed to multiple recipients who need to sign, view, or approve important documents. You can also stay organized by viewing the different stages of the agreements you’ve sent out. Take action on the contracts that are outstanding and pending signature. Set automated reminders to help your clients stay on track and help you stay on schedule.

No longer do you have to send proposals to clients and follow-up with them to confirm receipt or answer questions. DocuSign eSignature provides a real-time status update on the agreements you’ve sent out. You also have access to a complete audit trail of your DocuSign Envelope for each agreement sent to your clients. Your clients can also comment directly in the proposal to ask you questions in the context of the document.

Time savings

Did you know that DocuSign eSignature is already pre-integrated with Intuit® ProConnect™ Tax Online, Lacerte® and ProSeries®? With the new eSignature dashboard, you’re able to streamline client document review, signature, and payment into one simple step. You can set up automated tracking and reminders to cover eight statuses, including declined, authentication failed, delivered, multiple, partially signed, sign, voided and expired without ever having to leave ProConnect. The integration helps you save time, money, and reduce human errors.

DocuSign is excited to be partnering with Intuit’s QuickBooks ProAdvisor Program to help accounting professionals digitize key aspects of their practice and go digital.

Start your Free 30 day free trial of DocuSign eSignature here and read more about DocuSign and the ProAdvisor Member benefit here.

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