digital signatures

©2008 Clark Nuber. All rights reserved

How Digital Signatures Can Streamline Your

Processes

Clark Nuber Uses• Clients

– Audit engagement letters– Management representation letters– Tax entity engagement letters– New 1040 clients

• Employees– IT policy– Annual independence survey

Matson Isom Uses– New client acceptance process– Conflict of interest– Client Portal creations– Engagement letters (tax, assurance, cons, acct)– Employee handbook and related amendments– Independence surveys– Offers of employment– Various routing sheets within the office

Sample Uses

Sales

• Sales Order Processing

• Customer Account Provisioning

• Special Deal Terms

• Partner Agreements

• Referral Agreements

• Reseller Agreements

• New Hire Paperwork

• Candidate NDA• On/Off-boarding Checklist

• Employee Policy Distribution and Signature

• Contractor Agreements

• Non-disclosure• PTO Management

HR Finance

• Invoice Processing

• Expense Reporting

• Capitalization Mmgt

• Audit Signoff• Policy Management

• Inventory Signoff

• Asset Transfer/Retirement

• Change Management

• Release Management

• Code Review Reporting

Product Management Procurement

• Purchase Order

• Statement Of Work

• Master Service Agreement

Marketing

IT / Operations

Support

Legal

Facilities

• Event Registration

• Customer Communication Approvals

• Mass Mailing/ Email Approvals

• Asset Tracking• Change Requests• Requirements Sign Off

• Access Management

• Incident Reporting

• Production Change Authorization

• Maintenance Authorization

• Account change• Service / Work orders

• Terms change

• Contracts• Non Disclosures• Internal Compliance

• Intellectual Property Licensing

• Outside Counsel Agreements

• Front Desk Sign-in

• Work Orders• Lease Agreements

• Move In / Move Out Requests

E-Sign Replaces Paper Process• Print to letterhead paper• Getting it ink-signed• Envelope, mail• Second mailing• “Receive and batch”• Scanning

DocuSign eSignature Transaction Management Platform

eForms Data

Preparation

Workflow

1

ePaymentIdentity eSign

Execution

2

Retention

Completion

3

Audit TrailReporting

LOBCRMERP

Platform Integratio

ns

Anyone, Anything,Anywhere, Anytime

Clark Nuber Workflow1. Accountant requests EL

2. EL admin person receives alert and creates draft

3. Accountant receives alert, edits and approves draft

4. Admin receives alert, creates final EL, and sends to client through DocuSign

5. Admin receives signed EL from DocuSign and posts to DMS

6. Accountant receives alert that EL is signed and posted

Clark Nuber Users• Commercial Tax• Not for Profit Tax• Audit• Accounting• IT Admin• Human Resources• Outsourcing client

Top Features We Use• Complicated routing• Mailbox routing• Print driver• Cloning• Flexible reminders• Unlimited retention in DocuSign system• Audit trail

Routing• Blast to all signers• Sequential• cc at any point in routing• Reassign• Agent – doesn’t require known email

addresses

Matson Isom - Adobe• End user experience seems to be better than

DocuSign and RightSignature• The pricing is comparable to the other

solutions• Backed by Adobe which provided comfort to

management team• All the current solutions provide templates

and workflow.

CAMICO• Does accept e-signatures and

provides for coverage under the E-Sign Act.

E-Signatures for Accountants First to market Licensed Adobe EchoSign Reseller

Outlook Integrations Release 9/1/12

Send documents for signature Add accounting specific reporting and tracking metadata

Engagement Type Document Type Tax Year Partner

Access individual and company document libraries Real time reporting, tracking and automated reminders View audit history, view documents and download signed documents

Advanced Web Features Release 11/1/12 Batch processing of Engagement Letters Mail merge data into templates Automated signature placement in templates Reduce the cost of mailing hard copies by 50%

CPA Safe Sign: Product Features and Benefits

More InformationComparison of DocuSign and Adobe EchoSign:

http://digital-signature.findthebest.com/saved_compare/EchoSign-vs-DocuSign





digital signatures

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