Seamlessly collect e-signatures from clients
Save time and improve client experience with quick, secure, and hassle-free document signatures.
RaeAnn Stout
Stout Bookkeeping
A seamless client experience
E-signatures eliminate the hassle of printing, scanning, and uploading documents, making it quicker and easier for clients to sign from anywhere, at any time.
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Never chase clients for signatures
Use automated client reminders so your team never has to chase clients for important signatures again.
Start free trialCentralized document management
Once documents are signed, they are automatically stored in the Client Task File tab within Financial Cents, eliminating the need to manually upload or organize files.
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E-signature features
Request signatures
Simplify the signature process for tax returns, proposals, and other client documents.
Security & compliance
Adobe’s trusted certification ensures the security and compliance of client signatures.
Automatic notifications
Get notified when documents are signed, keeping you updated on progress.
Centralized doc storage
Signed documents are automatically organized in Financial Cents for your team
Loved by over 10,000 accountants, bookkeepers and CPAs
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Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!