The BoldSign mobile app is now available. Visitthis link for more details and give it a try!

The BoldSign mobile app is now available. Visitthis link for more details and give it a try!

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Features

Explore the BoldSign features that make eSigning easier.

Electronic Signatures for Accounting Firms

Welcome to a new era of efficiency and convenience in accounting document management with BoldSign! Our advanced eSignature solution is poised to transform how accounts teams handle documents.

Electronic signature for accounting firms
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How BoldSign Enhances Accounting Firms

We take legality seriously. BoldSign is certified with SOC 2®, GDPR, HIPAA, and PCI DSS compliant. Your security and legal peace of mind is our priorities.

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BoldSign delivers a comprehensive audit trail that logs every action taken on a document, including who signed it, when it was signed, and the IP address of the signer.
Audit trail

Seamlessly integrating with the existing accounting software Xero will streamline workflow, reduce manual data entry, and minimize errors.

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Pre-designed templates for common accounting documents (e.g., tax returns, financial statements, engagement letters) that can be easily customized. Workflow automation for sending, tracking, and managing documents can save time and improve efficiency.

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You can accommodate multiple signers in a specified order, which is often necessary for documents that require signatures from various stakeholders (e.g., audit confirmations, contracts).

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A mobile-friendly platform that allows clients and staff to sign documents from anywhere, anytime, using a smartphone or tablet. This increases convenience and speeds up the signing process.

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You can manage client information and documents easily, including setting reminders, expiration dates for signatures, and automated follow-up messages for outstanding signatures.

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Personalize the eSignature experience with your real estate agency’s branding, creating a professional and consistent look.
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Allows robust authentication methods to verify the identity of signers, such as email verification, access codes, or SMS verification.

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BoldSign can scale to accommodate your firm’s growth, supporting an increasing number of users and documents without compromising performance.

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BoldSign provides access to responsive customer support and training resources to ensure that the firm can effectively implement, use, and troubleshoot the eSignature solution.

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BoldSign empowers accounting firms to revolutionize their processes through secure, legally-binding electronic signatures, ensuring professionals reap the benefits of enhanced efficiency and compliance. BoldSign empowers accounting firms to transform the processes with secure, legally-binding electronic signatures.

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Security and Compliance

We take legality seriously. BoldSign is certified with SOC 2®, GDPR, HIPAA, and PCI DSS compliant. Your security and legal peace of mind is our priorities.

Audit Trails

BoldSign delivers a comprehensive audit trail that logs every action taken on a document, including who signed it, when it was signed, and the IP address of the signer.

Integration Capabilities

Seamlessly integrating with the existing accounting software Xero will streamline workflow, reduce manual data entry, and minimize errors.

Templates

Pre-designed templates for common accounting documents (e.g., tax returns, financial statements, engagement letters) that can be easily customized. Workflow automation for sending, tracking, and managing documents can save time and improve efficiency.

Security and Compliance
Audit Trail for Compliance
Integration capabilities
Templates
multi-party signing
Mobile accessibility
client management tools
Create new brand

Multi-party Signing

You can accommodate multiple signers in a specified order, which is often necessary for documents that require signatures from various stakeholders (e.g., audit confirmations, contracts).

Mobile Accessibility

A mobile-friendly platform that allows clients and staff to sign documents from anywhere, anytime, using a smartphone or tablet. This increases convenience and speeds up the signing process.

Client Management Tools

You can manage client information and documents easily, including  setting reminders, expiration dates for signatures, and automated follow-up messages for outstanding signatures.

Custom Branding

Personalize the eSignature experience with your real estate agency’s branding, creating a professional and consistent look.

Signer Verification

Allows robust authentication methods to verify the identity of signers, such as email verification, access codes, or SMS verification.

Scalability

BoldSign can scale to accommodate your firm’s growth, supporting an increasing number of users and documents without compromising performance.

Customer Support and Training

BoldSign provides access to responsive customer support and training resources to ensure that the firm can effectively implement, use, and troubleshoot the eSignature solution.

Cost-effectiveness

BoldSign empowers accounting firms to revolutionize their processes through secure, legally-binding electronic signatures, ensuring professionals reap the benefits of enhanced efficiency and compliance. BoldSign empowers accounting firms to transform the processes with secure, legally-binding electronic signatures.

signer verification
Scalability
Customer support and training
cost effectiveness

Why Choose BoldSign in Accounting Solutions?

Saves time and money

Saves time and money

Eliminate the time and costs associated with manual document handling. BoldSign accelerates sales and service processes for faster outcomes and increased efficiency.

Improves accuracy

Improves accuracy

BoldSign can help to reduce errors, as there is no risk of someone signing the wrong document or entering incorrect information.

Increases security

Increases security

BoldSign’s electronic signatures are tamper-proof, which can help protect your business from fraud.

Improves customer experience

Improves customer experience

Electronic signatures can make it easier for your customers to sign documents, improving their overall experience.

Areas of Application

Electronic signatures can be used in a variety of places within accounting firms, including

 

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Client contracts and agreements

Engagement letters, service agreements, and non-disclosure agreements (NDAs).

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Internal policies and procedures

Employee handbooks, confidentiality agreements, and conflict of interest disclosures.

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Financial statements and reports

Audit reports, review reports, and compilation reports.

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Tax documents

E-filing tax returns, signing 1040 forms, and other tax-related documents.

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Payroll document

Paystubs, direct deposit authorizations, and W-4 forms.

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Bank account documents

Opening new accounts, signing loan agreements, and authorizing wire transfers.