Viennese company Apilayer offers eversign, an electronic signature application featuring document security and storage with audit trail, templates, contact management, and integrations with other popular applications (e.g. Dropbox, Google Docs, etc.).
$9.99
per month
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.
EverSign is well-suited for smaller organizations needing to sign any volume of documents, but is unable to afford more expensive options, like DocuSign. The functionality and options are impressive for how cost-effective it is compared to better-known alternatives. If you are sending many larger documents, EverSign may not be the best option. It can be difficult to review the documents in EverSign itself, so it's better suited to signing a larger document already reviewed off the platform. Organizations that can afford to pay the higher price for a more efficient option may want to do so.
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
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
Ease of use. Unlike Docusign, when you create text fields on your doc, it allows you to enter the text into the box directly, whereas I have to click on the field and enter the text on the right hand side panel in Docusign.
Speed. The documents load pretty quickly.
Notification. It informs you every time a signer has signed the doc.
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
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
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
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
DocuSign is another alternative. However, it is much more expensive. For a small business we tried to avid working with companies that are more expensive. DocuSign is more well known too, and perhaps has more features. However we can find other alternatives to these features. Like sorting and uploading these documents manually. However for a larger company, this would be something to take into account.
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
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
