Streamline Your Workflow with Financial Cents' Adobe Sign Integration
30 Second Overview
Streamline Your Workflow with Financial Cents & Adobe Sign Integration
With this integration, gone are the days of lengthy waits and cumbersome processes for signatures. Instead, you can swiftly send out signature requests with just a few clicks, right from your dashboard. But speed doesn’t compromise security. Every signature obtained through Adobe Sign is wrapped in layers of robust security, ensuring your documents remain tamper-proof. Plus, with built-in compliance checks, you can rest easy knowing every signed document meets the industry’s stringent standards.
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From the comfort of your Financial Cents dashboard, you can now dispatch signature requests with just a click. But that's not all. Keep an eagle eye on the journey of each document, tracking its progress in real-time. Whether it's awaiting a client's touch or has been signed and sealed, you're always in the know. Everything's at your fingertips, centralized and simplified. It's like having a digital command center, ensuring every signature process is smooth, swift, and super-efficient.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
From the comfort of your Financial Cents dashboard, you can now dispatch signature requests with just a click. But that's not all. Keep an eagle eye on the journey of each document, tracking its progress in real-time. Whether it's awaiting a client's touch or has been signed and sealed, you're always in the know. Everything's at your fingertips, centralized and simplified. It's like having a digital command center, ensuring every signature process is smooth, swift, and super-efficient.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
Every signature, every document, is wrapped up in Adobe Sign's top-notch security blanket. It's not just about getting that John Hancock; it's about making sure it's done right and tight. With this dynamic duo, you're not just ticking boxes; you're ticking them with confidence. Every signature is backed by Adobe Sign's leading security protocols, ensuring each document is both compliant and protected. Trust in our partnership to provide a seamless, secure, and efficient signing experience for every client interaction.
“Financial Cents helps us solve two specific problems: 1) How profitable are our clients? 2) Which services need to be adjusted to ensure we’re adding value.”
Every signature, every document, is wrapped up in Adobe Sign's top-notch security blanket. It's not just about getting that John Hancock; it's about making sure it's done right and tight. With this dynamic duo, you're not just ticking boxes; you're ticking them with confidence. Every signature is backed by Adobe Sign's leading security protocols, ensuring each document is both compliant and protected. Trust in our partnership to provide a seamless, secure, and efficient signing experience for every client interaction.
“I love how easy the setup was! You can literally be set up in just a few hours. I also loved the tags and the simplicity of setting up automations to change tags as things are checked off. The progress bar IS SO COOL. Something I think is wonderful is the ability to send requests through Financial Cents and keep all client communication and document collection in one place.”
Think about it: the second a client signs off digitally, you get a heads-up. Every signature request? It's like tracking your online orders, but for documents - all from one handy dashboard. And if a client's memory gets a bit foggy, we've got reminders to give them a friendly nudge. This isn't just about speeding things up; it's about making everything flow better. Faster deals, quicker contract kick-offs, and projects that wrap up without a hitch.
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
Think about it: the second a client signs off digitally, you get a heads-up. Every signature request? It's like tracking your online orders, but for documents - all from one handy dashboard. And if a client's memory gets a bit foggy, we've got reminders to give them a friendly nudge. This isn't just about speeding things up; it's about making everything flow better. Faster deals, quicker contract kick-offs, and projects that wrap up without a hitch.
“The client dashboard allows everyone to be able to see at a glance all the important information pertaining to that client. The relationships tab allows us to jump easily between all related businesses and that saves us a ton of search time.”
Streamlined Approvals and Fortified Security: The Dual Advantage of Financial Cents’ Adobe Sign Integration for Accounting Firms.
The integration automates the follow-up process for pending signatures, ensuring you don’t waste valuable time chasing clients. Automated reminders and real-time status updates keep both you and your clients on track, reducing the time from send to sign and ensuring timely submissions and approvals.
The integration automates the follow-up process for pending signatures, ensuring you don’t waste valuable time chasing clients. Automated reminders and real-time status updates keep both you and your clients on track, reducing the time from send to sign and ensuring timely submissions and approvals.
Data security and compliance are paramount, the Financial Cents and Adobe Sign integration ensures that every transaction adheres to the highest standards of legal validity and security. Adobe Sign’s globally compliant e-signatures safeguard every document, providing you and your clients with a secure, reliable, and legally binding signing process
Data security and compliance are paramount, the Financial Cents and Adobe Sign integration ensures that every transaction adheres to the highest standards of legal validity and security. Adobe Sign’s globally compliant e-signatures safeguard every document, providing you and your clients with a secure, reliable, and legally binding signing process
Yes, you will have access to all the features that Financial Cents Accounting CRM Software has to offer during your free trial. Our CRM features include:
You will also be able to invite your entire firm to use the solution and be able to upload all your client information.
Offering best-in-class customer support is the core of our business. We understand that you are busy and don’t have time to wait for someone to get back to you after a few hours. That is why we promise quick and responsive support with responses within 15 minutes. We offer live chat support directly inside the app so our team can. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues.
We offer a very robust accounting workflow software full of all of the features your firm needs to grow with ease. However, if there is something we don’t offer, you can recommend it to our team! We release new features every week and constantly ask our users what we need to build next so we can drive more value for their accounting firm.
So yes, if you have new feature ideas and requests, we will add them to our roadmap and work with you on the best way to develop them.
Our system allows you to send your clients’ automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This automation allows you to spend less time chasing clients for information and instead focus on what matters most—getting your work and projects completed on time.
The client tasks report also gives you accurate data on completed and uncompleted client tasks so you can set up more frequent automations to follow them up. Accounting firm clients love the data collection process in Financial Cents because we use a highly secure password-less portal to help them upload information and chat with their accountants/bookkeepers.
We offer several reports that give you insights to help you identify bottlenecks in your process, drive efficiencies, and boost your firm’s profitability. Some of those reports include:
Yes, you can easily integrate your time tracking with Quickbooks. It will automatically push all the time tracked in FC to Quickbooks so you can easily invoice your clients and manage payroll.
With Financial Cents’ Adobe Sign integration, we’re redefining the way firms handle document signatures. Explore how this seamless integration not only accelerates the signing process but also ensures each signature is secure and compliant. Whether you’re a seasoned firm or just starting out, understanding this integration is the key to unlocking a new realm of productivity and security for your business. Join us on this journey to discover how we’re making document management simpler, faster, and safer.
Send proposals to clients
Send tax returns to clients for signature
Send other important documents for signature
Organize all your signed copies in one place
Seamlessly request signatures from clients within Financial Cents
Never input contacts manually by leveraging your client database in Financial Cents
Automatically store the signed copy on related work & the client’s profile in Financial Cents
Syncs with your Adobe Sign account
Click into a project from the workflow dashboard
Click Client tasks
Click Request Signature on a client tasks
Click Browse Files to upload the document
Select the contacts you want to sign
Click Upload to Adobe
Add the Signature Fields
Click Send
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
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