Acrobat Sign is an e-signature solution that combines simple and secure e-signatures with Adobe Acrobat. With Acrobat Sign, the user can create, sign, send for signature, manage, and track documents from one Adobe platform. The user can create signing experiences for customers and teams by enabling them to sign documents on any device or browser – anytime, anywhere. No additional software download or accounts are needed. As Microsoft’s e-signature solution, Acrobat Sign…
$14.99
per month license
Suralink
Score8.5 out of 10
N/A
CPAs can use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting with the goal of delivering a more efficient and organized engagement.
Acrobat Sign isn't quite as user friendly as other E-Sign platforms I have used. However, it offers a wide range of features that provide convenience and efficiency. For example, I can have multiple people receive the same document separately, or I can have multiple people receive and review the exact same document. I also like that I can choose to set a signing order or not, this is important for when I send Offer Letters and other things that require order of approvals.
SuraLink makes perfect sense for a CPA firm that works with a number of clients. It provides easy access, and well-presented display of each client and the corresponding files provided. The security of the files is also imperative for sensitive client information. The format of the portal also allows for ease of understanding which files coordinate to what requests. This is in contrast to a something like a "drop-box" in which it is simply a list of files. This may not be the proper product for a smaller operation that only seeks secure file transfers on a non-regular basis. Additionally, for the smaller organizations, the cost may be prohibitive for little to sparing use. In those situations, a more simple secure file transfer options may be more advantageous.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Adobe Acrobat Sign tracks whether or not a signer has viewed a document
Adobe Acrobat Sign tracks when a signer has signed, and the document has been sent to the next signer
Adobe Acrobat Sign sends you confirmation emails and progress update emails along the way
Adobe Acrobat Sign provides a "confirmation of signing" page at the end of the document package you put together, to prove the signatures are authentic
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Builds on Adobe platform so it is easy to utilize, but many features require enterprise subscription.
Integrations available but your CRM integration is only available with enterprise license.
Lots of templates but there are additional templates with enterprise only and there was no drag and drop editor.
Adobe captures some analytical metrics but many of the analytics we required were not available - specifically metrics related to how the tool converts and reduces use time by our team and the impact on clients.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
There seems to be a number of situation in which the site is down or experiencing difficulties. This makes it difficult to work with clients and obtain documentation.
When uploading a large volume of workpapers, there are occasions in which some or all of the files will not upload properly. This creates additional back and forth and frustration with the client for re-requests or follow-ups.
The email notification alerts could be stronger in how they are displayed and how the changes/updates are utilized.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is by far the easiest service we have used to obtain digital signatures from employees. In the past we had done it by hand (a process I would not recommend for 1500+ employees) and with another company that would not allow us to create our own forms and would charge us for each form.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've had very little trouble with it in all my uses with it. I do wish the text boxes you add wouldn't cut off the text if you entered too many words and that it would adjust it's size to fit within the space you've provided. However, that just takes a little refining in the initial set up of the document before you send it out.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I would have rated this a 9 or greater had they not had had such critical outages. They have taken steps to resolve this so I may come in and revise this
The Adobe Acrobat Sign's performance are excellent.
When we send electronic document by email for signature all the customers receive it regularly, nobody has any issue to open it and the signature phase was very easy. The user-friendly aspect of this product reduce or reset the call for IT support
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It is a great tool to get signatures from the client and has reduced a lot of overhead that was caused before resulting in very long delays. With the integration of Adobe Acrobat Sign, we have reduced this delay making the process much smoother and more efficient.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The best types of training are well integrated into the product and Echosign does this well. As mentioned earlier in my review - there are some areas of functionality that can be difficult to understand ("only I sign") for the novice user. Other areas such as macro usage, bulk signature and so on were easily learned and understood via the online tools.
We did not use it in the manner that most companies do, so I am pleased with how our company handled implementation. We will be pushing the full company over into Echosign for various processes which will incorporate more of an implementation effect.
They are just different. Adobe's number one feature that puts it above it's competitors is that your document, the signing process, all of it exists within Adobe. There is no need to go from Word, to Adobe, to DocuSign. It saves you time and makes life easy for you (and for your clients).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
At the beginning we assigned Adobe Acrobat Sign just to Purchase Office Department because at that moment we needed a tool that supported us to avoid manual signature and was compliance with remote working.
Now we are using it also in other situation because it help us with time and we can also reduce cost
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
