Recently, Intuit added DocuSign to the QuickBooks Accountant ProAdvisor benefits. DocuSign is the only cloud-based, customer-controlled data encrypted provider with bank-grade security certifications.
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Electronic signature tools are a must, in my opinion, for accountants. The virtual accounting firm needs to maintain integrity while leveraging the flexibility of working remotely. By utilizing an electronic signature tool, clients can sign engagement letters, tax returns, and other sensitive documents from the comfort of their own devices.
eSigning is Easy
eSigning removes the headache of downloading a document onto a device, printing, signing, scanning, return email, and filing. Instead, a tool such as DocuSign allows users to stay cloud-based. The workflow for eSigning could mean you never leave the folder structure where the document is stored. There is no need to store and save the file outside of the electronic signature tool.
Fast and Secure
DocuSign was declared the de facto standard by 10 of the top 15 U.S. financial services companies at DTM (Digital Transition Management), which means they can move information between environments quickly. DocuSign services organizations of all sizes and most industries.
The DocuSign for QuickBooks ProAdvisors Exclusive Offer
To view your ProAdvisor discount log into your QuickBooks Accountant Dashboard (QBOA) and navigate to the ProAdvisor Benefits. From there, find your current benefit tier to display your discounted rate.
Click Get discount to see the actual subscription offerings.
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DocuSign is an industry leader for electronic signatures. They allow businesses to be mobile without jeopardizing security. Electronic signatures are legally binding and can be verified for security purposes.
Visit the DocuSign Legality Guide for all the 'legal' information related to DocuSign offerings.