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eSignature for Accounting Firms Saves Time, Letting You Focus on Other Tasks

Published: June 20, 2023
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eSignatures for accounting firms have a host of benefits. They’re extremely convenient and can be used across industries and countries; they ensure you get paid faster; they’re safer than their pen-and-paper counterparts—and the list goes on.  So, what can you do with all the time and money using e-signature technology saves you? We’ve come up with a few ideas. 

1 – Find out how else your client experience could be improved. 

The fast turnaround time e-signatures provide has increased client satisfaction exponentially: as much as 127% in some cases. Happy clients stay with you for the long term and refer other clients, thus increasing both your profitability and scalability. Take some of your extra time and ask your most trusted clients for feedback on what you could be doing to improve their experience. Many accounting professionals implement a document management system with a client portal to build an integrated tech stack that enables eSignatures while making it simpler for their clients to work with them online.

2 – Engage in some much-needed work-life balance. 

It’s not just accountants: Many busy professionals wish they had a better work-life balance. Indeed, for many workers, being able to spend time with their loved ones, taking care of themselves, and doing things they enjoy are high priorities when looking for a job. eSignature technology, when part of a robust document request process, helps you keep track of important documents, thus cutting down on wasted hours trying to figure out where something went. It also reduces the amount of time you spend trying to chase a client down to get them to sign something. While it might not be the most obvious benefit that comes to mind, when you think about it, all of these add up to give you the extra time and money you were looking for to go spend time doing things you enjoy with people you love outside of work. 

3 – Say goodbye to having to download numerous applications. 

With SmartVault eSignature, there’s no need to download application after application to get somebody to e-sign a document. You can send your clients a request to review and sign a document, and they can complete the task from wherever they’re located and on any device with Internet access. It’s that simple. Signed documents are automatically returned to the correct client folder, so you don’t have to waste time manually filing them yourself. And you’ll get an instant notification once the document is signed. 

Document Management System with eSignatures for Accountants 

It’s easy to request, track and receive digital signatures from clients with SmartVault eSignature, powered by DocuSign. SmartVault helps you create efficient workflows, keep data secure with bank-level encryption, and stay compliant with eSignature mandates. Learn more today.