“Tonight we’re gonna party like it’s 1999”  

Remember the hysteria over Y2K? Airplanes were going to fall out of the sky. Computers around the world would stop working. We would all be reduced to living in a “Mad Max” world. Right?


The clocked seamlessly passed from 1999 to 2000 and time and technology marched on. Except for one process common to most CPA and Accounting firms.  It’s handled in 2015 exactly the same way it was handled in 1999.

What is it? Signoffs and signatures on forms.

It’s true. How many times do we send a form to a client and ask them to print it, then sign it, place it on their scanner to create an image and then FAX (or Overnight) it back to us?

Send, Print, Sign, Scan, Fax. Not what anyone would consider leading edge in 2015.

Signoffs and signatures are still done manually and this creates potential issues for the firm:

  • The transmission process is often non secure
  • Manual administration and tasks cause delays
  • Poor experience for the customers, partners etc.
  • Wasted time and money
  • Possible compliance issues

Some applications have e-signature capabilities that address some of these issues. However to solve the signoff / signature problem completely, here’s what you should look for in a solution:

  • Any device (i.e. mobile) capabilities
  • Easy integration in current business workflows
  • Out of the box security and compliance
  • Clear ROI