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Simple All-in-One eSignature Client Portal for Accounting Pro's

Sharissa Barnett Jul 29, 2022 9:30:00 AM
eSignature Client Portal for Accounting

For accounting and tax professionals, many tasks need to be completed on any given day. Often, there is a need to have one or more people sign documents, contracts, and acknowledgements to ensure that information is being passed along properly. Doing that with pen and paper is no longer ideal as it slows down interactions, especially for digital clients. You can learn how to make eSignatures a part of your business. Doing so could provide a fast and effective way of ensuring your business operates smoothly and efficiently.

Automation Is Critical Today

An all-in-one eSignature client portal may be exactly what you need. As accounting professionals, you often rely on the sharing of data, such as your clients’ accounts receivable, accounts payable, ledgers, and other data. It's critical that you have access to all necessary data, but you also do not want to have to wait around for clients to send files. More so, security and privacy are very important factors. A simple hack could expose client details through an email.

An all-in-one solution works to solve this. By having a client portal like this in place, it creates a highly secure way for you to share sensitive files and information. You can also enable clients to sign documents electronically, speeding up the process even more so. Many components of the process are automated, saving you time as well. 

If your company is already using practice management software, you may find a number of limitations in it. For example, can you create an online signature? Is it possible to share sensitive information with your clients without having to go through numerous apps and tech tools to do it? An all-in-one tool resolves this problem. If your team is using numerous types of technology to communicate with clients or between team members, that could be costing you time and resources. 

Technology is fantastic for improving and automating actions, including creating eSignatures for important documents. Yet, if it is hard to manage, takes up too much of your time, or is too expensive, it's simply not worth it to many practices. 

How Basil Simplifies the Process

Basil is an all-in-one solution that streamlines the way you manage your practice. It also provides you with a high level of functionality within your accounting practice, making it easier for your clients to submit forms at tax time and automating the notifications you send to them. 

The all-in-one client portal allows you to stop using the various tech tools you are now (and saves you the money of having to pay for all those subscriptions). Instead, you have a highly secure method of collecting your clients' documents, organizing them, using them, collaborating with team members using the cloud, and managing the process easily. 

With bank-level security built into the client portal along with tools designed specifically for accountants, bookkeepers, and tax professionals, Basil makes it easier for your business to manage your practice efficiently. It also comes with complete support 24 hours a day. 

It’s Easier to Create an Online Signature Than You Realize

With a digital signature software download, it is possible to create an online signature that can help move your projects forward and minimize delays. Learn more about how Basil can help you. Schedule a free one-on-one demo with our team to learn more. 

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