looking for recomendations for esigning accounts and tax returns
thanks in advance
Adobe Acrobat DC includes Sign in the producthttps://acrobat.adobe.com/uk/en/acrobat.html
Iris Openspace. I believe they give you 1GB for free.
IRIS OpenSpace is free. Although the uploading of accounts and tax returns produced on IRIS software is seamless, you can use it to upload PDFs produced by any software.
I was wondering about this too.
Would it be possible to say - have a file as a picture which is the signature. Then add the signature to the document as an image and then save as a pdf and return?
I’ve done it recently on something personal whilst I was on holiday but would it be suitable for accounts signing?
I spent a bit of time reviewing all the usual suspects such as Docusign and Adobe etc and ended up going with SignRequest.
It’s about £7 per month (billed in dollars) for an own branded unlimited signing service. Much cheaper than the others.
Very happy with it and all clients so far have managed to sign with no trouble.
You get emailed when they view then when they sign you both get the signed pdf back plus an audit trail record.
I've been using Legal e-sign. I'm paying £12 per month for 10 sendings. I've been quite happy with it but having read the comments here I'm going to investigate Signrequest in particular.
I received a contract from Lexis Nexis recently via Docusign and thought of looking at them but its expensive for the number of returns I send at £20 a month.
We use Hellosign.
It about £10 per month and seems to work much like signrequest.
We used hellosign at first with Taxcalc then moved to IRIS so moved to IRIS openspace but clients had difficulty using IRIS openspace compared to Hellosign and at the time IRIS openspace couldnt do multi signatures or merge documents together in one signing file eg accounts, CT, personal tax returns, cover letters, dividend vouchers and minutes. So we moved back to Hellosign and not had any problems since.
Understand that IRIS openspace is due a major update in the next few months so will go back and revisit it as would make sense to use it given we use all the other modules of IRIS with the expection of Co Sec.
Been using Iris Openspace since it came out and, for the last year, not as an Iris customer.
Works well for me/clients especially since they enabled multi-person authorisations and it’s free. I don’t use it as an archive, ie only storing this year’s docs, and so the space limit has never been a problem.
Docsafe https://doc-safe.co.uk/ can offer this so can sharefile https://www.sharefile.com/
Iris Openspace - its free and works very well.
I use Signable www.signable.co.uk
£22.80 per month
Accountancy Manager has electronic signing built in.
I would recommend "Signable" you don't have to pay monthly. They have pay as you go option as well. You can send Final accounts and SA together in one go for a £1.00
I am using it for some time, belived that worth the money.
I looked at so many last year and went with adobe sign.
Great product and reasonably priced.
There are a couple of considerations to check...
1. A password is required when sending documents for signature. This is usually needed by the client when logging into the document on the portal. The password must not be communicated in the same e-mail as the link to the document.
2. Some products are more susceptible to being blocked as spam e-mails.
3. Some products do not always handle the Tax Return PDF very well - affecting fonts, boxes, etc.
4. Not all products allow much re-branding with your own firm's logo, etc. This can be important in gaining client trust to use the service, otherwise they may not even open the document/e-mail.
5. Some products have better functionality with the dashboard of documents out for signing, such as setting automated e-mail reminders, etc.
What I don't like is not being able to compose my own email and my own wording for the thing the signatory is agreeing to.
Do any of these services allow you to compose an email in your own email software and include a link to the document you have uploaded to the e-signing service?
SignRequest you upload as many documents you want such as accounts and CT600 into a batch then you type your own email within the program before sending.
You can have multiple signatures, including your own or just the client. Totally customisable and as I said fully branded as my practice so client knows it’s from me.
You can create templates for frequent requests too.
£7 per month and unlimited for 1 user.
I’ve been looking for the catch for the last three months and haven’t found it yet.
Iris allows you to amend the wording on the signature page:
" I Mr X confirm that the information is complete and correct to the best of my knowledge...etc etc..."
I include a link to the Iris sign in page in the email sent to clients. Takes clients direct to their own Iris inbox where documents are awaiting approval.
I also have a link on the company website plus the client gets an email from Iris informing them that there is a document awaiting their approval
I use template emails for sending all accounts/tax returns (add and omit information as required) which require approval.
Very quick and simple to use.
Didn't know that. Thanks Kent.
Did I mention - its FREE.
Are any of these GDPR compliant yet?
Going Down Pathetic sundeRland?
........sorry, I’ll stick to Accountancy
We use E-Sign - it's easy, legally binding, makes processes quicker and leaves an audit trail so we don't have to worry about a thing!
Try StayPrivate. It's free up to a certain level of space. Recipients set up a pin number - much easier than sending passwords.