Client portals / online document approval

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jamesm96
jamesm96 Registered Posts: 523
in General accounting discussion
Hi all,

We've been looking at different options for sharing documents and files with clients (particularly with a view to clients sending us their accounting data... etc), as well as being able to have client approve their returns and accounts electronically.


We've looked at Iris' OpenSpace, and non-Industry specific services such as SignNow and EchoSign.


What services do others out there use?


Thanks in advance,



Mike.

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  • Dcollins
    Dcollins Registered Posts: 179 Dedicated contributor 🦉
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    I currently use Echosign, and Dropbox. Both can be tried for free.

    Documents can be password protected, so I'm comfortable with both.

    I tried SignNow, but preferred Echosign.
  • burg
    burg Registered, Moderator Posts: 1,441 mod
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    I also use Echosign. Had been using a custom method before but have used Echosign now for almost a year with around 200 documents signed using it with very few issues.
    Regards,

    Burg
  • jamesm96
    jamesm96 Registered Posts: 523
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    Echosign's looking good for approvals so far then! Thanks guys.

    We use DropBox for collaborating between the team but haven't tried with clients. Any issues getting clients to use it?

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