Send documents to clients and have them reviewed, signed and returned in just a few clicks. Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as you provide clients with a fast, easy and convenient approval solution that's more secure than paper.
The best electronic signature tool on the market
Managing client approvals couldn't be easier. Simply generate a document in FileBound, which autofills with data from Xplan. Then review and edit the document until it's approved. Next, send the document to your client via FileBound. They receive an email with a link allowing them to access, review and sign the document securely in DocuSign and send it back to you. A few clicks and it's done.
DocuSign encrypts client data to protect important documents from unauthorised access in transit and at rest. The DocuSign eSignature solution has been designed from the ground up to meet the highest regulatory and industry standards for data security.
DocuSign can be configured to provide secure digital client approvals for any document in your business. Below are a few examples.
Outlines the recommendations made by a financial adviser to a client and why these were made.
Outlines the services, fees and other important information specific to financial advice.
Informs a client about the services they have received and paid for under an ongoing fee arrangement.
Let's chat about how we can help your advice practice move to paperless document approvals.