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In the fast-paced world of accounting, efficiency is key. Firm360, the all-in-one accounting practice management solution, has introduced a feature that promises to help accounting firms manage document signatures. The new bulk signature functionality, powered by Firm360's RightSignature integration, allows firms to send out multiple signature requests simultaneously, saving time and streamlining workflows.

Bulk Signatures: Send Multiple Signature Requests at Once

Firm360's bulk signature feature leverages RightSignature technology to enable accounting firms to send out signature requests in bulk. This tool is particularly useful for firms that need to collect signatures from an individual on engagement letters, tax questionnaires, or other standardized documents from multiple clients.

To use this feature, firms need a RightSignature account, which is included in a Firm360 Standard Plan. Firms on the Standard Plan also have the option to add additional users for a fee. Firms with Firm360's Premium Plan enjoy unlimited RightSignature subscription users.

Benefits for Accounting Firms

1. Better Organization: All signed documents are automatically stored within Firm360, linked to the appropriate client and project.
2. Time Savings: Send hundreds of signature requests in minutes instead of hours.
3. Improved Efficiency: Automate the signature collection process, reducing manual work.
4. Enhanced Client Experience: Provide a modern, digital signing experience for clients.
5. Increased Accuracy: Reduce errors associated with manual signature collection and filing.

Setting Up Templates in RightSignature

Before using the bulk signature feature, users need to create templates in RightSignature. The process involves:

1. Logging into RightSignature
2. Navigating to the 'Template' section
3. Creating a new template or editing an existing one
4. Preparing the document by placing fields for signature, text, checkboxes, etc.
5. Setting the template to private for security

Sending Bulk Signature Requests in Firm360

Once templates are set up in RightSignature, the process of sending bulk signature requests in Firm360 is straightforward:

1. Navigate to the 'Clients' section in Firm360
2. Filter the desired group of clients
3. Click 'Bulk Request' and select 'RightSignature Template Signature'
4. Sync to ensure the latest template versions are available
5. Select the appropriate template
6. Choose whether to send to primary contact or billing contact of each client
7. Submit the request

This process allows firms to send out numerous signature requests with just a few clicks, significantly reducing administrative time.

Integration with Project Templates

Firm360 takes efficiency a step further by allowing the integration of bulk signature requests into project templates. This means firms can automate the sending of engagement letters or questionnaires at specific project stages, further streamlining their workflows.

A Simple Client Experience

From the client's perspective, the process is simple and user-friendly. Clients receive an email notification with a link to review and sign the document. They can easily add their signature, fill in required fields, and submit the completed document.

Conclusion

By automating and streamlining the signature collection process, firms can save time, improve efficiency, and enhance their client relationships. As the accounting industry continues to evolve, tools like this will be crucial in helping firms stay competitive and deliver superior service to their clients.