Smarter business made simple.
LB Advisory Chartered Accountants offers to assist clients in navigating an otherwise complex web of financial and non-financial challenges that present to businesses.
Born from a principal with 17 years experience in Business Advisiory Services, LB Advisory Chartered Accountant is experienced to help guide startup businesses as well as established businesses.
Describe the problem your business faced around getting documents signed
The challenge we faced was finding an electronic signing process that linked into document management systems. It had to be easy for our clients to use on the front-end and efficient for us to manage filing on the back-end.
We used a combination of Xero sign for tax documents and Adobe for everything else and it was frustrating having two different programs for the same outcomes. Annature solves this by linking in with or document manage system so now every document is signed through Annature.
How has Annature helped to provide a solution to those problems?
Annature links in directly with our document manage system which means we can generate, send, and receive signed documents that automatically file back in to their correct positions.
What has been the outcome since adopting Annature and what has the feedback been both internally and externally?
We love the simplicity of the system. Our clients are able to securely sign documents and return them to us. We have an enormous efficiency gain getting the simplest of documents reviewed and signed.
Further, the support from Annature is exception and the team have helped us resolve some of our workflow challenges along the way.