Hellosign dropbox4/1/2023 ![]() ![]() It's also very low cost compared to similar products. Templates can be created from any document. ![]() Text fields, signatures, initials, etc., can be added by drag and drop. But, this does basically all the things I need for a fraction of the cost. If I need additional functionality, I'll pay the additional cost for another product. Overall, for the cost, this product is great. Although we normally verify them anyway, we take extra steps to ensure that the email address is correct/current. This may be something that is available in an upgrade, but not in the standard package. My tax software normally issues a password for each set of documents which I cannot use when sending out the signatures. HelloSign will send reminders that they have not completed all actions. I can tell if a client has viewed the document, signed the document, or if only one spouse has signed. Another great feature is the automatic email reminders that you can set up. But it is easy to print to PDF and drag and drop. It does not integrate with my software, but that is because they have their own program they want you to buy. This is especially important for our older clients and our non-English speaking clients. If they can open an email, they can sign the document. ![]() They do not required any specific software, apps or know-how. Now they can easily sign them and return them to us. We send tax documents to clients across the country. When I tried HelloSign as a free trial offer, I was sold. I've used other software, usually through their free trial offer. This became very important during Covid when even local clients were unable to sign in person. I have not had one client who was unable to sign. I've had trouble in the past with clients, particularly older ones, who did not know how to electronically sign a document. ![]()
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