At JBM & Associates Limited, we’re small-town accountants with big-city service. Located in Pukekohe, our goal is to help small businesses thrive with our personal and authentic approach to accountancy.
We offer our clients fixed monthly fees, free support and advice, and flexible office hours. Our clients deal with one accountant which they know and trust, helping them to achieve the best results for them – whether it’s reducing their tax bill, growing their business or protecting their assets.
Describe the problem your business faced around getting documents signed
Paperwork overload. We never had a simple solution. We would get some documents signed by hand and then scanned back in, but that looked horrible and was filled with human error. We then tried using Adobe Professional but that was only linked to one person and the buttons for signing and date were not very adjustable, which meant often it wouldn't fit in the signing area. We then we to try Adobe Sign but the minimum package was out of reach when we did a cost vs. benefit comparison.
How has Annature helped to provide a solution to those problems?
We found Annature which was only a fraction of the price and then product overall provided much more flexibility and functionality. The benefit of linking with FYI Docs was a huge benefit too!
My two hour freak out about storing all information in the accessible place and wondering if it was good enough to give to banks and clients is erased in a two-minute procedure that looks fantastic.
What has been the outcome since adopting Annature and what has the feedback been both internally and externally?
Our amazing clients are loving how easy it is to sign via text message or email and then getting a copy of what they signed back automatically is also such a great little value add!
Now all of our clients have access to a perfect signed copy of their information whenever they need it. Having it sync back to FYI Docs also makes our staff jump for joy as we no longer need to check and save.