Talk to any tax accountant and a few dates on the calendar are likely to induce a panic — the biggest being April 15. Accounting is a field focused around deadlines, but unfortunately, your clients don’t share the same focus. When you have dozens of returns to finish, even one interruption, such as a client dallying on signing and returning an e-file authorization, can disrupt everything.
Because of this focus on deadlines, it’s no surprise that accountants put a premium on tools that can help them get time-consuming tasks completed quickly and easily. To solve the frustratingly inefficient process of getting documents signed, one accounting firm, Hernandez & Company CPAs, turned to RightSignature.
Danay Morales, Director of Operations at Hernandez & Company, told us all about how her firm uses e-signatures to save time and money in response to a recent survey.
"On our tax deadline we needed several documents signed by clients to authorize us to efile tax returns. Client was able to conveniently access and sign those authorization forms wherever they were. We received signed documents within minutes, allowing us to electronically file their tax returns in a timely manner. "The survey, conducted in November of 2015 through third party survey service TechValidate, showed a strong pattern among accounting firms using RightSignature. Many respondents in accounting, like Danay, reported that using RightSignature made it easier for their firm to service remote clients, provide data security and compliance, and get time-sensitive documents signed promptly — necessities for any accountant staring down at deadline day. Check out Danay’s full response to the survey, below: