The Book-keepers Forum (BKF)

Post Info TOPIC: Does anyone use a programme like DocuSign for a quicker and easier way to get tax returns signed?


Guru

Status: Offline
Posts: 625
Date:
Does anyone use a programme like DocuSign for a quicker and easier way to get tax returns signed?


Hi, I hope I haven't posted this question before!

Does anyone use a a programme like Docu Sign for sending tax returns to clients to sign to save time? and have any recommendations for which one to use?

I had a look at Docu SIgn for £20.00 per month and an Adobe one for £30.00 pm. I was hoping to spend a little bit less than this, £240.00 a year seems a bit steep especially as it won't be used in February and March. Or am I being tight

 

Thanks

Rachel

 

 



__________________

Rachel



Guru

Status: Offline
Posts: 625
Date:

Just found one for £1.00 document, much better


__________________

Rachel



Master Book-keeper

Status: Offline
Posts: 3904
Date:

Which one is that Rachel? I dabbled with helosign a couple of years ago but just checked and that's approx £8 a month (free for up to 3 docs a month)



__________________

John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Guru

Status: Offline
Posts: 518
Date:

I use Signable which has a pay as you go option.

www.signable.co.uk/a/20379

__________________

Phil Hendy, The Accountancy Mentor

Are you thinking of setting up your own practice or have you set up and need some help?

If so a mentor may be the way forward - feel free to get in touch and see how I can assist you. 

 



Guru

Status: Offline
Posts: 625
Date:

Hi JOhn

It's the signable that Phil mentioned above.

I haven't checked the details yet so it might say from £1 when I read it through

www.signable.co.uk/plans

 

Just been playing around with it, very simple to use and it really is £1.00 per document. There are fancy options for £19.00 + per month where you can add branding to the document and some other stuff. You can also get a 14 day trial.

It's the cheapest one I have found for the around 50 times a year I'll be using it.



-- Edited by rachel_mclean on Monday 8th of February 2016 08:12:11 PM

__________________

Rachel



Guru

Status: Offline
Posts: 625
Date:

Hi Phil

What can you send with it? can you send a tax return and set of accounts in PDF for people to sign?

Thanks
Rachel

__________________

Rachel



Master Book-keeper

Status: Offline
Posts: 3904
Date:

Thanks Rachel and Phil.  Will sign up for that.



__________________

John 

 

 

 Any advice given is for general guidance and professional advice should be sought applicable to your circumstances.



Expert

Status: Offline
Posts: 1501
Date:

I use Hellosign

Costs $15 per month or about £10 per month.

1 user and you can get unlimited documents signed.

I use it for the following; fee quotes, engagement letters, accounts, CT returns, VAT returns, personal tax returns.

I might move over to IRIS Openspace for the accounts, CT returns and personal tax returns as will be able to upload them at the click of a button from IRIS but prefer Hellosign as you get an actual signature on the document rather than a stamped signature on IRIS openspace.

So may not move over.  Still to decide.

Have clients who are now using it for their business agreements as they like the look of it and the ease it can be used.



__________________

Mark Stewart CA

http://stewartaccounting.co.uk/

Providing accounting, bookkeeping, payroll and tax services to small and medium sized businesses across Central Scotland and beyond.



Guru

Status: Offline
Posts: 518
Date:

I only use if for engagement letters at the moment but yes, you can use it for accounts and tax returns if you wanted to.

 

 



__________________

Phil Hendy, The Accountancy Mentor

Are you thinking of setting up your own practice or have you set up and need some help?

If so a mentor may be the way forward - feel free to get in touch and see how I can assist you. 

 

Page 1 of 1  sorted by
 
Quick Reply

Please log in to post quick replies.

Tweet this page Post to Digg Post to Del.icio.us
Members Login
Username 
 
Password 
    Remember Me  
©2007-2024 The Book-keepers Forum (BKF). All Rights Reserved. The Book-keepers Forum (BKF) is a trading division of Bookcert Ltd. Registered in England Company Number 05782923. 2 Laurel House, 1 Station Rd, Worle, Weston-super-Mare, North Somerset, BS22 6AR, United Kingdom. The Book-keepers Forum and BKF are trademarks of Bookcert Ltd. This forum is a discussion forum only. There will usually be more than one opinion to any question and any posting should not be viewed as a definitive solution. No responsibility for loss occasioned to any person acting or refraining from action as a result of any posting on this site is accepted by the contributors or The Book-keepers Forum. In all cases, appropriate professional advice should be sought before making a decision. We reserve the right to remove any postings which are offensive, libellous, self-promoting or engaged in covert marketing. We will not notify users of removals. The views expressed in the forum posts are those of the individual and do not necessary reflect or agree with those of The Book-keepers Forum. Any offensive or unsuitable posts will be removed by the moderators. Any reader of this forum can request for a post to be looked into by sending an email to: bookcertltd@gmail.com.

Privacy & Cookie Policy  About