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Description
Manage your business paperwork in a way that suits you best. Automatically populate fields with information, design workflows, prepare for e-signatures, extract essential data, and initiate the next document based on the criteria you establish and the data entered in the previous one. This streamlined process allows you to redirect your attention back to the core aspects of your business, alleviating any concerns regarding even the most complicated documents. Take charge of document management yourself; upload, customize, and distribute your files without relying on a "web expert." Our platform is mobile-friendly, accommodating everything from a single-page document to an extensive 100-page file. It’s so user-friendly that we’ve dubbed it "cave man certified," requiring virtually no training at all. This is DIY (Do It Yourself) in its finest form. Organize your documents in a logical sequence tailored to your business’s needs. Optimize all document-related processes on a secure platform while monitoring the status of each file through our detailed management dashboard, allowing you to maximize your productivity in the workplace. With this system, you can finally take control of your document workflow and enhance your business efficiency.
Description
Welcome to the era of digital document signing! With TaxCalc's eSign Centre, the process of securing client approval for tax returns, VAT returns, and various other documents is streamlined and efficient. You can easily send an electronic version of the document to your client, who can review and sign it at their convenience, and you'll receive instant notifications to proceed with submission. Thanks to our reliable SimpleStep workflow, preparing documents for electronic signatures has never been simpler. Clients enjoy the flexibility of signing on any device—whether it’s a smartphone, tablet, laptop, or desktop—from anywhere and at any time. The pricing is based on envelopes, allowing you to purchase them in blocks, which means the more you buy, the cheaper each envelope becomes. Additionally, you can upload PDFs saved externally and TaxCalc-generated documents, now including Companies House Forms, into eSign envelopes, which helps you move closer to achieving a completely paperless office environment. This innovative solution not only enhances efficiency but also supports a more sustainable approach to document management.
API Access
Has API
API Access
Has API
Integrations
TaxCalc
Pricing Details
$22 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Docsmore
Founded
2016
Country
United States
Website
www.docsmore.com
Vendor Details
Company Name
TaxCalc
Founded
2000
Country
United Kingdom
Website
www.taxcalc.com/esign
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Digital Signature
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
