BTCSoftware’s mission is to deliver the best products for our customers, to make their life easier, more productive, and more profitable. Now, PM Solution integrates with DocuSign to provide simple and efficient document handling for your clients.
How does it work?
From within the Reports and Letters tab of PM Solution, you are able to create a new document. From the Add dialogue, you can select the type of document you need to send and select DocuSign from the print screen. You can add a personal message to the email sent to your client.
The client will receive an email containing a secure link to their documents within DocuSign, and they are able to review and then sign the document electronically. This then triggers an email back to you with copies of the signed documents.
DocuSign adheres to the regulations set forth by GDPR in the delivery of its Signature service, meaning you can be confident when sending documents from PM Solution that you are remaining GDPR compliant.
Watch the Integration Demo
The below short video demonstrates the ease of using DocuSign for handling documents with PM Solution.
DocuSign works within our practice management software PM Solution, which has been designed to fulfil the needs of your busy practice. When used as part of our Solution Suite, you can handle clients’ tax returns, year-end accounts, VAT returns, and other HMRC obligations with ease. PM Solution’s data drives your daily work, giving you powerful tools to run your business profitably, and efficiently.