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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

With a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal.

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

Screenshots View All

Screenshots View All

Integrations

Airtable
Canva
Dropbox
Figma
Google Drive
TaxCalc
Trello

Integrations

Airtable
Canva
Dropbox
Figma
Google Drive
TaxCalc
Trello

Pricing Details

$9 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

SuperOkay

Country

United Kingdom

Website

superokay.com

Vendor Details

Company Name

TaxCalc

Founded

2000

Country

United Kingdom

Website

www.taxcalc.com/esign

Product Features

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

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

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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