How accounting professionals are using eSignature to go digital

By Leo Rodriguez, SMB Ecosystem Marketing Director, DocuSign

Client engagement letters are, one of the most common agreements for accounting professionals, yet many firms still use a manual process of preparing, emailing and requesting wet signatures from clients. On the eve of the annual QuickBooks Connect conference in San Jose, California, DocuSign has partnered with Intuit’s Global ProAdvisor Program to bring DocuSign eSignature to thousands of accounting professionals globally to support their success and growth. With today’s announcement, QuickBooks ProAdvisors will have access to exclusive member discounts on DocuSign’s most popular eSignature plans to help them ditch the paperwork and go digital.

Stop chasing paper

DocuSign’s Agreement Cloud is focused on helping ProAdvisors eliminate the overhead of chasing clients for signatures. With DocuSign, up to 82% of agreements are completed in less than one day and 49% in less than 15 minutes.

With DocuSign eSignature, we’re helping ProAdvisors simplify client management by digitizing engagement letters and other agreements.  DocuSign eSignature enables you to set it and forget it with templates and auto-reminders that nudge clients for you. Use DocuSign templates and Bulk Send features to send agreements to your entire client base in minutes. Then, sit back and monitor the status of the agreements on your admin dashboard. 

DocuSign Agreement Cloud has reduced the agreement process from days to hours for thousands of accounting professionals saving them from unnecessary hassle and overhead expenses.  Your clients can even review and sign a proposal while on the go using our DocuSign mobile application. DocuSign’s eSignature is legally binding in 180 countries and available to sign in 43 different languages, meeting the needs of the most global accounting & tax firms. Interested in learning more about DocuSign’s Legality in your country? Visit the DocuSign Legality Guide. 

Confidence & trust 

Businesses around the globe trust the DocuSign Agreement Cloud for their most sensitive and time-critical transactions, and we’re committed to maintaining the secure, compliant, and available environment they’ve come to trust. In fact, trust is at the core of our business and woven into everything we do. DocuSign eSignature offers you peace of mind that your firm and client data will be managed in the way you expect.  For example, DocuSign eSignature is SOC 1 Type 2 and SOC 2 Type 2 certified, ISO 27001: 2013 certified and we adhere to global privacy standards such as European Union’s General Data Protection Regulation (GDPR). To learn more about DocuSign’s commitment to security, privacy, and confidentiality visit the DocuSign Trust Center.  

Visibility & transparency

No longer do you have to send proposals to clients and follow-up with them to confirm receipt or answer questions.  DocuSign eSignature provides a status on the agreements, for example, when customers views or signs the agreement. You also have access to a complete audit trail of your DocuSign Envelope for each agreement sent to your clients. Your clients can also comment directly in the proposal to ask you questions in the context of the document. 

Works with all your Apps

Did you know that DocuSign eSignature is already pre-integrated with Intuit’s ProConnect Tax Products? With the new eSignature dashboard, you’re able to streamline client document review, signature and payment into one simple step. You can also set up automated tracking and reminders to cover 8 statuses, including: declined, authentication failed, delivered, multiple, partially signed, sign, voided and expired. DocuSign also integrated with many other business productivity tools your firm already uses: Google GSuite,  Microsoft Office, Box, SmartVault, Salesforce and Intuit ProConnect Tax Products (Lacerte, ProSeries and ProConnect Tax Online)

DocuSign is excited to be partnering with Intuit’s QuickBooks ProAdvisor Program to help accounting professionals digitize key aspects of their practice and go digital. 

Start your Free 30 day free trial of DocuSign eSignature here.