E-Signature and Password Protection

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Hi , 

I work in practice, and we are looking at introducing new procedures for sending accounts and returns paperless, with password encryption. I have looked at My Doc Safe but want to know if there are many other options and people’s opinion ,

for background we would ideally want 3 users and would be over the 1,000 client’s bracket. 

Any input and opinions would be appreciated. 

PS- Sorry for any formatting issues this is my first post. 

Replies (26)

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By lordofsums
18th Apr 2023 11:11

I know TaxCalc has e-doc options. we this and have been happy, clients find it easy to use. E-envelopes are cheap enough and can attach other documents not created in TaxCalc
Docusign is another to look at

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Replying to lordofsums:
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By Wanderer's Wife
18th Apr 2023 11:27

Thank you , we us TaxCalc anyway for returns so this we will have a look into it. :) , are accounts are done on VT so its more about encrypting them.

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Replying to Wanderer's Wife:
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By insolventnl
19th Apr 2023 17:15

I also use Taxcalc but could not see this option. Can some one please guide me as to where I could find this option in Taxcalc

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Replying to insolventnl:
Pile of Stones
By Beach Accountancy
20th Apr 2023 11:54

Go to Taxcalc > eSign centre> New envelope. Work through the steps - it's when you get to the "Manage Documents" tab, you need to choose the "Upload Document" button on the right. "Add Document" would have been a better phrase. The other document does need to be a PDF though.

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By cbp99
18th Apr 2023 11:20

We use Signable and very happy with it. This is with a single user, and smaller scale than your needs, but I daresay it could handle three users.

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Replying to cbp99:
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By Wanderer's Wife
18th Apr 2023 11:28

Hi , Thank you for your reply , have the clients found it user friendly. and how does it handle attachments of large returns , accounts and letters ?

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Replying to Wanderer's Wife:
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By cbp99
18th Apr 2023 12:31

Clients find it user-friendly, at least after the first time. Some of course are more familiar and adept with online stuff than others. Regarding size of document, it deals with tax returns with multiple supplementary pages no problem.
Plenty of info on their website https://www.signable.co.uk/

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Replying to Wanderer's Wife:
Pile of Stones
By Beach Accountancy
20th Apr 2023 11:56

None of my clients have needed any support with this, so it must be very easy to use from their point of view.

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John Toon
By John Toon
18th Apr 2023 11:45

If you can't/won't/don't want to use the inbuilt e-signing functionality of the practice software you use at the moment then Signable, already mentioned, is a good option. FuseSign, officially launching at Accountex, is also an excellent alternative and I would say even better suited to an accounting practice than Signable.

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Replying to johnt27:
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By Wanderer's Wife
18th Apr 2023 11:55

Hi John , Thanks for the response we have looked at FuseSign and don't think I will be a good option for us, we use TaxCalc for Returns and its great at encrypting we can send over email but we do our accounts on VT so need a software we can just upload PDFs to encrypt and send them off for E signing

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By ann domonkos
18th Apr 2023 11:54

I have used signable for the last two tax seasons i love the reminder feature that you can set up ,i find posting to the few clients who aren't computer savvy really time consuming... i .send accounts tax returns .

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Replying to ann domonkos:
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By Wanderer's Wife
18th Apr 2023 11:56

Hi, Thanks for the response we are testing a few currently so will put that on the to test list :)

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Replying to ann domonkos:
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By Wanderer's Wife
18th Apr 2023 11:57

How do you find it cost wise, would you say its of good value for money ?

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By rmillaree
18th Apr 2023 12:26

We use BTC and went with mydocsafe as it was the only inbuilt option at the time - excellent for sending personal tax returns from btc to be signed.

We got fedup with mydocsafe though and its foibles and moved to adobe. Being honest that wasnt my choice to go with adobe - i am a bit of a dropbox fanboy and would probably have gone with dropbox equivalent or at least test driven it given a choice. Dropbox is my preferred folder/file sharing options due to is simplicity and neutrality (basic signup is free)

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Replying to rmillaree:
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By Wanderer's Wife
18th Apr 2023 13:34

Thank you for your response we use drop box for a few things and will suggest this moving forward.

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By lordofsums
19th Apr 2023 09:36

Following on from the responses, signable is what taxcalc has built into it :)

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By JD
19th Apr 2023 09:47

Just to add to the responses so far, I would suggest consideration of signature and payment options for the client, and the ability to merge PDF documents (so that you can create a package with the letter in the same way as if you were posting it).

I am currently using Openspace (as it comes with Taxfiler) but there is no payment option which is disappointing

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Ivor Windybottom
By Ivor Windybottom
19th Apr 2023 15:31

We selected Adobe Sign because:-
(a) Adobe gets through more spam filters than other brands
(b) We can set our own password policy to suit our business needs/GDPR/etc
(c) We can add documents from multiple sources to a single submission, which is converted into a PDF
(d) Adobe are likely to be around for a long time as a business

Downsides:-
(1) No integration to tax/accounts software
(2) Cost - not expensive, but there may be cheaper options
(3) American company

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By HeatherSimpson
20th Apr 2023 09:25

I have been using Iris OpenSpace to share documents securely and get them approved. It was originally 1GB free to accountants. However, a few years ago, they started charging for approvals plus an annual fee.

Handy to hear that there is Signable in my TaxCalc thanks. I too will investigate!

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By SteveHa
20th Apr 2023 12:44

We've been using NitroSign for the past year or so, and it works well. Standard, signeable PDFs for just about anything.

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By CJHolm
20th Apr 2023 13:35

We have just installed Proton Drive for a small(ish) practice, and it is incredibly secure. They do charge (but I think there is a free plan), https://proton.me/drive

I would say that based on what we see in relation to ransomware affecting more accountants lately (two in the last week), I would recommend that you don't just password protect any shared folders with clients, but also individual PDF's. That way if you or the service provider you do use 'lose' your files, then a password protected PDF may be the only protection for your clients.

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Sarah Douglas - HouseTree Business Ltd
By sarah douglas
20th Apr 2023 16:39

Hi

You could consider Dropbox which encripts your files and also allows you to invite E signatures on all documents.

https://help.dropbox.com/security/how-security-works

Very easy to use and Dropbox is a reliable software.

https://help.dropbox.com/share/send-signature-request#:~:text=To%20send%...

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By CardiffAccountant
20th Apr 2023 19:43

Have been using Accountancy Manager for over two years.

Have found it to be great for e-signing docs.

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By marcia.bowers
21st Apr 2023 14:30

I've used SignRequest since the Covid lockdown and not had any issues, although I'm a sole trader. Costs about £84 per annum for one user. Allows multiple signatures. I convert all documents which need signing to PDF using CutePDF writer which is free. Apart from the few mainly elderly technophobes, all clients have been able to use it. It has a short video for them to watch to see what to do, especially for a "wet" signature.

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By Wanderer's Wife
11th Dec 2023 15:47

Hi there, for anyone who comes across this we use Sign able in conjunction with Taxcalc and have been very happy with how its working.

It allows us to upload PDFs to add to the Taxcalc documents.

We have on a whole had great responses from clients.

Thank you all for the helpful advice :)

Thanks (2)
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By Wanderer's Wife
11th Dec 2023 15:47

Hi there, for anyone who comes across this we use Sign able in conjunction with Taxcalc and have been very happy with how its working.

It allows us to upload PDFs to add to the Taxcalc documents.

We have on a whole had great responses from clients.

Thank you all for the helpful advice :)

Thanks (1)