Digital Signatures
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The document discusses how several accounting firms and a legal insurance company use digital signatures to streamline processes such as client onboarding, document routing, and signature collection. It provides examples of the types of documents signed digitally and highlights top features of digital signature platforms like DocuSign, Adobe EchoSign, and RightSignature that allow for complicated routing, cloning of documents, reminders, and audit trails of signed documents. The document also shares upcoming product releases from an e-signature company targeted towards accountants to further integrate signature collection into accounting workflows and document management systems.
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Digital Signatures
- 1. Page 0©2008 Clark Nuber. All rights reserved How Digital Signatures Can Streamline Your Processes
- 2. Page 1 Clark Nuber Uses • Clients – Audit engagement letters – Management representation letters – Tax entity engagement letters – New 1040 clients • Employees – IT policy – Annual independence survey
- 3. Page 2 Matson Isom Uses – New client acceptance process – Conflict of interest – Client Portal creations – Engagement letters (tax, assurance, cons, acct) – Employee handbook and related amendments – Independence surveys – Offers of employment – Various routing sheets within the office
- 4. Page 3 Sample Uses Sales • Sales Order Processing • Customer Account Provisioning • Special Deal Terms • Partner Agreements • Referral Agreements • Reseller Agreements • New Hire Paperwork • Candidate NDA • On/Off-boarding Checklist • Employee Policy Distribution and Signature • Contractor Agreements • Non-disclosure • PTO Management HR Finance • Invoice Processing • Expense Reporting • Capitalization Mmgt • Audit Signoff • Policy Management • Inventory Signoff • Asset Transfer/ Retirement • Change Management • Release Management • Code Review Reporting Product Management Procurement • Purchase Order • Statement Of Work • Master Service Agreement Marketing IT / Operations Support Legal Facilities • Event Registration • Customer Communication Approvals • Mass Mailing/ Email Approvals • Asset Tracking • Change Requests • Requirements Sign Off • Access Management • Incident Reporting • Production Change Authorization • Maintenance Authorization • Account change • Service / Work orders • Terms change • Contracts • Non Disclosures • Internal Compliance • Intellectual Property Licensing • Outside Counsel Agreements • Front Desk Sign-in • Work Orders • Lease Agreements • Move In / Move Out Requests
- 5. Page 4 E-Sign Replaces Paper Process • Print to letterhead paper • Getting it ink-signed • Envelope, mail • Second mailing • “Receive and batch” • Scanning
- 6. Page 5 DocuSign eSignature Transaction Management Platform eForms Data Preparation Workflow 1 ePaymentIdentity eSign Execution 2 Retention Completion 3 Audit TrailReporting LOBCRMERP Platform Integrations Anyone, Anything, Anywhere, Anytime
- 7. Page 6 Clark Nuber Workflow 1. Accountant requests EL 2. EL admin person receives alert and creates draft 3. Accountant receives alert, edits and approves draft 4. Admin receives alert, creates final EL, and sends to client through DocuSign 5. Admin receives signed EL from DocuSign and posts to DMS 6. Accountant receives alert that EL is signed and posted
- 8. Page 7 Clark Nuber Users • Commercial Tax • Not for Profit Tax • Audit • Accounting • IT Admin • Human Resources • Outsourcing client
- 9. Page 8 Top Features We Use • Complicated routing • Mailbox routing • Print driver • Cloning • Flexible reminders • Unlimited retention in DocuSign system • Audit trail
- 10. Page 9 Routing • Blast to all signers • Sequential • cc at any point in routing • Reassign • Agent – doesn’t require known email addresses
- 11. Page 10 Matson Isom - Adobe • End user experience seems to be better than DocuSign and RightSignature • The pricing is comparable to the other solutions • Backed by Adobe which provided comfort to management team • All the current solutions provide templates and workflow.
- 12. Page 11 CAMICO • Does accept e-signatures and provides for coverage under the E-Sign Act.
- 13. E-Signatures for Accountants First to market Licensed Adobe EchoSign Reseller Outlook Integrations Release 9/1/12 Send documents for signature Add accounting specific reporting and tracking metadata Engagement Type Document Type Tax Year Partner Access individual and company document libraries Real time reporting, tracking and automated reminders View audit history, view documents and download signed documents Advanced Web Features Release 11/1/12 Batch processing of Engagement Letters Mail merge data into templates Automated signature placement in templates Reduce the cost of mailing hard copies by 50% CPA Safe Sign: Product Features and Benefits
- 14. Page 13 More Information Comparison of DocuSign and Adobe EchoSign: http://digital- signature.findthebest.com/saved_compare/EchoSign-vs- DocuSign
Editor's Notes
- To give you an idea of the breadth of ways you can use DocuSign, here is a sampling of use cases we use and our customer’s use in their businesses across various departments. DocuSign offers value to everyone in your organization.
- The DocuSign eSignature Transaction Platform meets the requirements our customers have shared with us and helps you achieve extraordinary ROI. This complete eSignature platform streamlines transactions in 3 key areas: 1) how transactions get prepared 2) how transactions get executed 3) how to ensure every completed transaction is safe, secure, and always tracked We’ve also created easy integration into business systems you’re already using today through our API and connectors to popular CRM, ERP, and Line of Business Apps. So, let’s drill down a bit on each of three areas. Preparation DocuSign makes it easy to set up transactions, eliminating the need for special programing skills. We make transaction preparation as easy as opening any document in DocuSign which converts it to an electronic form that anyone can simply drag and drop form fields to capture transaction data, set up workflow, approvals, and signatures. Execution DocuSign then helps you effortlessly executes the transaction with the click of a button. Executing nearly any kind of transaction is about as difficult as addressing an email and our system automatically does a huge amount of work behind the scenes. We can provide as much or as little identity management and authentication as you need so you always know who signed with the level of assurance you need. Requests for binding signatures and data are delivered automatically, with reminders and deep, real-time visibility into transaction status. Our system will even process payments real-time with authorizing signatures. Documents needing signature are encrypted before and after completion, and even we can’t see them. Only you & your recipients can when they click on the link in the email notifying them that they have a transaction document. Completion And even after executing the transaction, our platform isn’t finished working for you, because the 3rd step is all about ensuring your transaction stays complete, has a legally binding audit trail, that the transaction history and details are maintained in our system (almost in escrow) as long as you’d like or your retention policy requires. Our API make it easy for you to also store copies of transaction documents where-ever you’d like, share data with other systems, and customize DocuSign to your specific needs.