Trusted Features for Online Document Signing
Millions of documents are processed every year for Accounting and Tax Services. When you use electronic signatures with jSign®, you improve document workflows, meet regulatory requirements, and avoid a lot of the problems that arise with ordinary paperwork.
jSign provides electronic signature solutions that meet these requirements for accounting and tax services. Security features like audit trails, blockchain stamping, and two-factor authentication allow professionals to rest easy—never doubting the authenticity of their signatures or documents.
With jSign’s electronic signature platform, you can complete your services quicker, easier, and with far fewer challenges.
eSignatures for Accounting and Tax Documents
Tax professionals and accountants use jSign for different forms for their customers, including:
Invoices and bills
Filed Tax Forms
jSign electronic signatures provide efficient, professional communication and document signing for your clients. jSign also keeps you working through tax season with ease.
How to Sign Accounting and Tax Documents with jSign
After signing up and logging into your account, managing and signing business documents with jSign is a breeze. Get your important paperwork signed in just a few steps:
1. Upload a Document & Add Signers
Upload the document from your device or import it using a cloud storage platform. Once you upload the document, add signers as necessary.
2. Insert Placeholders and Sign
Select the signature placeholders throughout the document and choose signing locations. Then, use your custom electronic signature to sign the document. After this, send it to others to collect their signatures.
3. Set the Due Dates and Send Reminders
Don’t forget to set your due dates and send reminders. This will ensure that your documentation is signed and completed on time. Once signed, you’ll receive a notification to let you know that the document is completed.
4. Download the Completed Document
After everyone has signed the document, you can download it. You can also save it to a cloud storage device for easy access. You’ll also receive a Certificate of Completion with important information about your signing, such as the location, IP address, and device type of all document signers.
The Benefits of Using jSign for Accounting and Tax Services
The accounting industry requires confidentiality and professionalism. There are federal and state requirements that have to be followed. Some forms need completion and updating every year—sometimes for the same clients.
This is why convenience and accuracy can benefit you as a tax professional—and your client—throughout the process. Here are some of the many benefits of using jSign as an accountant or tax professional:
Reduce the amount of time to file taxes
Protect client data and business records
More efficiency with services
Ease of communication
Speed up paperwork processing times
With jSign’s e-signature services, accounting and tax professionals can move more quickly. And turnaround time can be shortened to improve customer satisfaction.
With jSign, accounting and tax professionals can take advantage of powerful features designed to enhance their workflow and increase customer satisfaction.
There are four convenient ways to sign and send documents. Users can choose from the following: a list of predefined signature templates, enter a electronic signature, capture a hand-written signature, or upload the picture of your actual signature to sign your documents.
For the most flexibility and ease of use, jSign offers support for a large selection of common file types. Users can fill in their electronic signatures on documents, then send the file as a doc, .docx, .pdf, .xls, .xlsx, .txt., .ppt, .pptx, .jpg, or .bmp file.
Cloud storage platforms like DropBox and Google Drive make it easy to save, organize, share, and access important files from any of your devices. jSign integrates with cloud storage platforms to help give access to convenient storage options that allow you to save your signed documents in the cloud for easy reference.
You can’t wait forever. When you need to collect online signatures from others to complete a document, it’s essential to be organized if you want to avoid delays. jSign users can set due dates and reminders for documents to ensure that they are completed on time.
As accountants and tax professionals, there are documents you use every single tax season or quarter. With reusable templates, you can save time and cut down on the busy work. Upload a document, add the signature lines, save the template, and the next time you need it, you can send it out with ease. It’s already prepared.
Users have access to several features to enhance the privacy of their documentation. For example, you can enable signing location restrictions to manage and establish rules. You can also choose sequential or parallel signing orders.
jSign uses a blockchain stamp to create verifiable audit trails. All your documents are tracked through every step of the signing process. Any changes made are recorded to protect against tampering or unauthorized access. When it’s completed, you’ll receive a Certificate of Completion. This will include all the signers’ IP addresses, browsers, devices, and locations.
jSign supports two-factor authentication for all accounts. Use your private email address or a mobile number to protect your important documents and forms.