Accounting firm documents require signatures by clients, staff or both. SignatureFlow® provides accounting firms with an E-Signature solution for all their documents.
SafeSend™ is a complete bi-directional document exchange system that is as easy to use as email. Send and receive all client documents securely.
Many tax and accounting firms struggle with making the transition to a paperless office – or find that it takes more time than it should. This webinar will explain and demonstrate how successful firms make the paperless transition.
Learn why less than 35% of your clients will use your Client Portal. And what you can do to easily and effectively transfer files for the remaining 65% that won’t.