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?