Streamline Your Accounting Practice with Firm360’s Bulk Signature Feature

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Remember the last time you needed signatures from dozens of clients? All those emails and follow-ups can take up a tremendous amount of administrative time. Collecting signatures is essential, but for accounting firms, it often takes more time than it should.

Firm360’s bulk signature feature is designed to solve this challenge by enabling you to send multiple signature requests at once through its RightSignature integration.

In this article, we’ll look at how bulk signatures work in Firm360, and how they support a more efficient, client-focused practice.

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.

This feature requires a RightSignature account, which is included in the Firm360 Standard Plan. Additional users can be added for a fee. The Premium Plan includes unlimited RightSignature subscription users.

Benefits for Accounting Firms

Client approvals and documentation sign-offs are a constant in any firm. Bulk signature functionality offers several tangible advantages:

• Better organization: Signed documents are automatically stored within Firm360 and linked to the appropriate client and project.
• Time savings: Send hundreds of signature requests in minutes instead of hours.
• Improved efficiency: Automation reduces manual follow-up and frees staff for higher-value work.
• Enhanced client experience: Clients enjoy a digital signing process that’s easy to complete and reflects well on your firm.
• Increased accuracy: Fewer manual steps means fewer chances for errors.

Setting Up Templates in RightSignature

Before you send bulk signature requests, you’ll need to create templates in RightSignature. These templates serve as standardized blueprints for your firm’s most-used forms.

Here’s how to create them:

1. Log into RightSignature.
2. Navigate to the ‘Template’ section.
3. Create a new template or edit an existing one.
4. Prepare the document by placing fields for signature, text, checkboxes, etc.
5. Set the template to private for security.

Sending Bulk Signature Requests in Firm360

Once your templates are ready in RightSignature, 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.

That’s it — your requests are on their way, without hours of manual repetition.

Integrating Bulk Signature Requests Into Project Templates

Firm360’s project templates help create consistent workflows across your engagements. We’ve taken 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, Seamless 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.

Maximize Your Time, Maximize Your Impact

At the end of the day, your team’s value comes from what they know — not the time spent chasing down signatures. Firm360’s bulk signature feature reduces administrative overhead so your team can focus on service, strategy, and growth.