With the SMS option, clients now sign when they receive the documents. They're coming back much faster than ever before.
Early Bird Accounts is a bookkeeping firm based in Tamworth, New South Wales, Australia, offering tailored financial services to businesses of all sizes. With a focus on personalised service, Early Bird Accounts ensures accurate and efficient financial management, making it easier for businesses to stay on top of their financial health and compliance.
The problem
At Early Bird Accounts, we faced the issue of clients putting off signing documents when the email came in—sometimes, they wouldn't sign at all. The previous software we used was clunky, and one of them wouldn't even send landscape documents. On top of that, they were expensive, and neither offered an SMS option.
The solution
With the SMS option, clients now sign as soon as they receive the documents, making the process much faster and allowing us to complete work sooner.
The outcome
Happier clients—They say it's much easier to use than the previous software. Happier staff—Work is being finalized more quickly, and we no longer need to chase people for signatures.
