Making Document Handling Simple with BTCSoftware’s Integration with DocuSign

Date Published: October 25, 2019

Category: Accountants, DocuSign, Integration, News

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.

BTCSoftware and DocuSign Integration

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.

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.

Talk to us

Our friendly consultants are available to discuss BTCSoftware’s Solutions, simply call the office on 0345 241 5030 or email sales@btcsoftware.co.uk

Contact Us

Do you need assistance? Why not send us an email and we’ll get back to you asap.

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