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Online signing

Online signing

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We currently email out documents and accounts for signing. These come back as scans or actual signed documents which are then scanned in at the office.

I think we need to move forward with this and would welcome other experiences of online signing such as echosign.

  • What sort of cost does this come at?
  • What do you actually get from Adobe, are you required to keep up a subscription for ever to keep details of the signing?
  • Our clients are generally not very tech savvy, is it easy from clients side, do they need registrations/passwords etc
  • Any other comments that may be useful.

Thanks in advance

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avatar
24th Mar 2016 13:14

try

iris openspace (its free!!!)

Thanks (1)
By Locutus
24th Mar 2016 13:18

I use IRIS OpenSpace

It costs nothing for storage of up to 1Gb.

The electronically signed documents have a page inserted at the front showing the date, time, IP address, login details, etc of the person signing.  You can download this signed document onto your own computer system.

Take up with my clients is around 80%.  The other 20% continue to print off, physically sign and send back to me through the post or by scanning and e-mailing.

I think it is a good development and hope to convince the remaining 20% to go over to it in due course.

Thanks (1)
24th Mar 2016 14:13

I use Echosign.  It used to

I use Echosign.  It used to cost around £12 per month but for some reason unknown to me fell to about £1.30 a month a few months ago.  Admittedly this is a single user licence.

I haven't tried any other options but I love Echosign.  Also the Adobe brand seems to help with individuals who are unsure as to the legitimacy of e-signatures.

Once signed Adobe email you a copy of the signed pdf with a full trail of when it was opened, by what email address and from what IP address.  I just save these in the client folders as they arrive but they are also available via the portal.  For this reason I very much doubt you are in any way tied in.

Thanks (3)
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24th Mar 2016 15:17

Just checked Adobe eSign - i`s currently priced at £13.33 (incl. VAT) for a monthly subscription.
Not £1.30 pm, but also quite reasonably priced.

Thanks (0)
24th Mar 2016 16:03

.

free-rider wrote:
Just checked Adobe eSign - i`s currently priced at £13.33 (incl. VAT) for a monthly subscription. Not £1.30 pm, but also quite reasonably priced.

 

As I mentioned I have no idea why they are charging me so little!

Thanks (0)
25th Mar 2016 09:18

They also

ChrisScullard wrote:

free-rider wrote:
Just checked Adobe eSign - i`s currently priced at £13.33 (incl. VAT) for a monthly subscription. Not £1.30 pm, but also quite reasonably priced.

 

As I mentioned I have no idea why they are charging me so little!

Charge me around £1.30 a month.  Again, not sure why.

Thanks (0)
24th Mar 2016 15:46

Legalities

We use Iris Openspace extensively for tax returns. Generally works very well but some clients don't get on with it.

However I am not convinced as to the legalities of approving ltd co accounts. S414 Companies Act 2006 says "The signature must be on the company's balance sheet." This is not the same as e-signing to say 'Mr X approves this document'. I normally use bespoke working to say 'Mr X confirms that he has signed a hard copy on the directors report and balance sheet'.

Anyone got any views on this?

Thanks (1)
24th Mar 2016 17:02

Echosign

We've used Echosign for a few years now. Clients were perfectly happy - indeed some were impressed and saw it as an improvement. Only one chose to carry on the old fashioned way, but without rancour.

The Adobe name is a plus as it's widely recognised and trusted outside our profession.

Thanks (1)
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By morgani
24th Mar 2016 17:00

Happy

Another happy Echosign user been using it for a fair few years now.

We save the signed PDF we receive back from Echosign into client folder so have no future reliance on having an account with them.

We pay annually and it was about £100.

Thanks (1)
By marks
24th Mar 2016 23:35

we use Hellosign

We use Hellosign which costs about £10 a month and like it as you get an actual electronic signature on the documents.

We moved to IRIS last year and are going to start using IRIS openspace from start of the new tax year to send out e checklists, and sign other documents eg accounts, CT returns, personal tax returns, VAT returns, engagement letters etc.

Prefer to get an electronic signature like Hellosign as it looks better than IRIS openspace which is only date signed.  Though given use IRIS suite we will be able to upload documents and do letters via automail a lot quicker than we do at the moment using Hellosign which can take about 30 mins to package up once you do the cover letter, and download and save the full accounts, abb accounts, CT returns (sometimes 2), personal tax return for directors, dividend vouchers and minutes.

Thanks (1)
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25th Mar 2016 08:04

Have signed up for a free trial Echosign account yesterday and to be frank I am impressed - easy to use and can see even not so computer literate clients signing documents with no problems at all.

Will definitely use it - at c. £100 per year it now seems very good value for money.

Thanks (1)
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By happy
29th Mar 2016 12:18

Wouldn't be without it!

I've been using EchoSign for years now following a recommendation here.

Its absolutely brilliant, a fantastic time and cost saver.

Its very easy for clients to use. Set up a trial and send yourself a document to sign so that you can see what you get and how it works. 

Once the client signs the document(s) you get a signed copy sent by email to your email account.

I've never had any problems in using it and as my teenage daughter would say ''I'm old''!!

It costs me under £5 a month - no idea why the price dropped a while back but it did like someone mentioned above but not complaining.

 

Thanks (1)
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By has
29th Mar 2016 12:21

e-signing

We have used signable from a company in Bristol for the last 18 months. It allows for a chain of signatures. All signatures dates etc are where you place them on the documents for the client to sign. The full audit trail of issue and signing comes back at the end of the sequence to all signatories.

We also add a tick box next to the tax due on returns, so that clients will have at least looked at the tax due figure!

Thanks (1)
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By happy
29th Mar 2016 12:29

Signable

has wrote:

We have used signable from a company in Bristol for the last 18 months. It allows for a chain of signatures. All signatures dates etc are where you place them on the documents for the client to sign. The full audit trail of issue and signing comes back at the end of the sequence to all signatories.

We also add a tick box next to the tax due on returns, so that clients will have at least looked at the tax due figure!

Looks pretty much the same as EchoSign but its a lot more expensive.

 

Thanks (0)
By squay
30th Mar 2016 18:06

Iris Openspace

We've used Iris Openspace for a few years now and its free. Each year we get more clients to approve returns and accounts using it. Now up to about 75%. Saves postage and hassle. Once approved all returns are submitted online using our TaxCalc software including accounts to Companies House. They accept the online submission with no signature on the balance sheet so why worry if it's not physically there [@john_griffey] when we have the e-approval certificate.

 

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30th Mar 2016 18:11

Legal e-sign

Been a godsend to me. Especially with clients based abroad. Legal e-sign is as it says - a large numberof solicitors use it to get their forms signed - legally.I use it for all clients I dont meet in person. Clients love it and the returns are returned in minutes.

It costs but well worth it - the back up support is good. Its £10 per month. 

All the clients have to do is tick a box and you are told whether the clients has viewed the document and when its returned.

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30th Mar 2016 18:19

Iris Openspace

Excellent product, easy to use and clients very happy to use it.

ICAEW also quite happy with procedures during recent QAD visit.

Oh and as others have mentioned IT'S FREE!!!

Thanks (1)
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21st Apr 2016 14:14

Signable

Hello

Thought I'd jump in to say hello and thanks for your post.

We would love to help you - www.signable.co.uk/what-is-signable.

We work with many UK Accountancy businesses and as we are the only solution to offer UK support to all size clients by freephone, as well as keeping our data in the UK and EU - we are an extremely popular choice.

If you - or anyone here wishes to try us for 14 days, using the link above - I'd be delighted to throw on 5 extra credits at the end of your trial, as a thank you.

There is no annual contract or tie in either - we prefer our clients to stay with us through choice, not compulsion!

If anyone needs any general advice, please call our team on 0800 612 6263.

Thank you

Nick

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