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Advice for going paperless securely/e-sign

Can someone recommend an esign package

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I have just taken over an accountancy practice from a retiring accountant and would like to update our procedures and eventually go paperless.

Presently accounts are sent out either over email or hard copy and we ask clients to sign.  I would like to have an electronic signature option but there are many packages out there - I have looked at Adobe Sign but this gets mixed reviews.

I would also like to make everything more secure - at present we encrypt tax returns but was thinking it would be better to upload our documents to a portal that the client signs into.  Can anyone recommend a package?

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By tltodman
10th Jun 2020 12:41

I've just started using senta. Primarily for exactly this - digital signature, but it is practice management software and I'm slowly using it for workflow management too. At £29 a month for one person (cheaper if you pay annually), with no contract/tie in, I've no complaints at all (well other than support is email only, no phone option, but they are reasonably quick to reply)

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By ospevack
10th Jun 2020 12:44

another vote for senta here.

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By Maslins
10th Jun 2020 13:12

We also use Senta, have been for a couple of years now. It can take a bit of getting used to (ie it's very customisable...which is kinda good but also makes it a bit complex for new users), but we're happy with it.

Main benefit to us is keeping track of jobs, drafting standard emails to clients, helping us know what has/hasn't been done, who a certain stage of a job is waiting on etc. As part of this you can upload documents to an area where clients can access them, and e-sign as required.

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By Hanleymail
16th Jun 2020 19:08

I use Signable. Never have my engagement letters been so rapidly signed. £1 pay as you go! Brilliant.

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