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CPA SafeSign
 

About CPA SafeSign

Accounting firm documents require signatures by clients, staff or both.  CPA SafeSign provides accounting firms an E-Signature solution for all their documents.     

E-Sign Any Document

Client Documents

Internal Documents

 

 

·         Engagement Letters

·         IT Policy

·         Management Rep Letters

·         Annual Independence Survey

·         Audit Rep Letters

·         Employee Handbook & Amendments

·         Form 4506-T

·         Offers of Employment

·         § 7216 Consent Forms

·         W-4

·         New Client Acceptance

·         I-9

·         Client Portal Creation

·         Partnership Agreements

·         Payroll Processing

·         Internal Routing Sheets

·         W-9’s

 

Anywhere, Anytime
Documents can easily be signed from anywhere, anytime via a PC, laptop, tablet or smart phone

It’s Legal
The ESIGN Act of 2000 made E-Signatures the legal equivalent of hand written signatures
 

Replaces Paper Processes

·         Saving hard costs of paper, letterhead, ink, mailings and labor. 

·         Saving at least 50% of time and costs associated with mailing paper Engagement Letters

·         Saves clients time from faxing, scanning or mailing back

Has Reporting Features

·         Track documents sent for signature by engagement type, document type, tax year and partner

·         Track the signature status and send reminders from Outlook

Advanced Tools

·         MS Word Plug-in to create document templates  

·         Mail merge data into templates

·         Batch processing

·         Automated signature placement in templates

·         Manage married signers using the same email address

 

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