File & Sign

File and Sign is a document portal with an e-signature facility.
It follows our ethos of making content available dynamically and getting the right information to the right people.

Key features:

  • Secure document portal for sharing with clients
  • One place for clients to go and access documents they need
  • Two way sharing
  • Utilises the latest cloud technology
  • Upload all types of documents
  • Different permission levels for staff within the practice
  • Email alerts sent to other party when documents are uploaded
  • Both parties get a copy of signed documents automatically
  • Full audit trail of documents generated for signature with unique document ID created for each document
  • Works within the main Informanagement system
  • Works for firms of all sizes
  • 100 MB individual file size
  • Largest entry level storage space in the accountancy sector – 5GB
More information
Just to let you know, despite the initial teething problems the new beta version of File and Sign has worked well!

Clients have begun using it and signed tax returns accounts etc and it has made life easier, so credit due to you where credits due!

Mark HarwoodASL Accountants

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