At 3D Accounting we have developed systems and an internal culture that takes a holistic approach to your business and family needs. Its a comprehensive financial solution tailored for you. This makes our relationship with you efficient and gives you the comfort of knowing your financial requirements are covered from all angles.
We are not an accountant who only sees you once a year at tax time. We provide ongoing, pro-active tailored financial solutions for small and medium sized businesses who want to ensure that their business is as profitable as it can be and reduce tax liability wherever possible. As a business accountant we look at the big picture for your business and your family together.
Describe the problem your business faced around getting documents signed
We were originally using DocuSign for our signature needs; however, we came across issues where DocuSign was not willing to work with our firms needs to provide an adequate price guide or signature options. When we contacted Annature, we spoke with Corey who was able to explain everything promptly and efficiently and gave the best option for our small firm.
Annature has allowed us to send documents for signing to our customer's mobile phones, which is extremely useful for some clients who we know check their mobile more often than emails. The easy-to-use dashboard allows our admin team to manage where documents are at all in one place.
How has Annature helped to provide a solution to those problems?
Annature has provided a more flexible software, with pricing options that allows us to pay for each document as we go, as well as a simple contract option, which if we go over our usage, we can just pay the difference. They also provided us with the option to send documents for signing via text message, which is useful for clients who we know check their mobile more often than emails.
Corey and the team at Annature were very prompt and friendly in answering any and all questions we had. We have also had a tremendous amount of support from the team which has allowed for an easy onboarding experience.
What has been the outcome since adopting Annature and what has the feedback been both internally and externally?
The process of moving to Annature from DocuSIgn was extremely smooth and simple. Corey was able to provide me with a quote within a day or requesting one, which meant we were able to transition to Annature almost immediately.
Our admin team is now running smoothly again and can send as many documents as they want, and we are not limited. Annature is incredibly easy to use for our staff, and for our clients when signing, we've had absolutely no complaints or issues from our clients.