We have also had tremendous support from the team, which has made for an easy onboarding experience.
At 3D Accounting, we have developed systems and an internal culture that takes a holistic approach to both your business and family needs. It's a comprehensive financial solution tailored for you. This approach makes our relationship efficient and gives you the comfort of knowing your financial requirements are covered from all angles.
We are not accountants who only see you once a year at tax time. We provide ongoing, proactive, tailored financial solutions for small and medium-sized businesses that want to ensure their business is as profitable as possible and reduce tax liability wherever feasible. As business accountants, we look at the big picture for both your business and your family.
The problem
We were originally using DocuSign for our signature needs. However, we encountered issues where DocuSign was unwilling to work with our firm's needs in terms of providing an adequate price guide or signature options. When we contacted Annature, we spoke with Corey, who explained everything promptly and efficiently, offering the best option for our small firm.
Annature has allowed us to send documents for signing directly to our customers' mobile phones, which is especially useful for clients who check their mobile more often than their emails. The easy-to-use dashboard enables our admin team to manage the status of documents all in one place.
The solution
Annature has provided a more flexible software solution with pricing options that allow us to pay for each document as needed, as well as a simple contract option where we can just pay the difference if we exceed our usage. It also offers the ability to send documents for signing via text message, which is great for clients who check their mobile phones more frequently than their emails.
Corey and the team at Annature have been very prompt and friendly in answering any questions we've had. We’ve also received tremendous support from the team, which made the onboarding experience seamless.
The outcome
The process of moving to Annature from DocuSign was extremely smooth and simple. Corey provided us with a quote within a day of our request, allowing us to transition to Annature almost immediately.
Our admin team is now running smoothly again and can send as many documents as needed without limitations. Annature is incredibly easy to use for both our staff and clients when signing, and we’ve had absolutely no complaints or issues from our clients.
