My virtual business works smoothly because of Dropbox
Use Cases and Deployment Scope
When starting my virtual tax service this year, I needed document transfer and storage and electronic signing platforms, and decided to try Dropbox and Dropbox Sign for those purposes. I have been extremely pleased with the ease of use of the Dropbox products. With Dropbox I use File Request for my clients to send me documents, and when I have completed their tax returns, I use File Transfer to send PDF copies to my clients. On the main Dropbox platform I created separate files for each client to store their documents securely. I also use Dropbox Sign for all electronic signing of documents. Dropbox has proven to be easy to use and highly efficient. I would recommend Dropbox products at any time.
Pros
- Dropbox has the ability to create files within files, which for my business is very useful.
- Dropbox allows me to send File Requests to my clients to upload documents to me, which is necessary for my business.
- Dropbox Sign has great ease of use, and allows you to add additional signers for multiple-signature documents.
- My clients love how easy it is to use Dropbox and Dropbox Sign.
Cons
- An improvement could be made in Dropbox Sign. When it first opens it shows the signature requests you have made, and whether they have been signed or are pending signatures, however, it does not show who the signature requests were sent to on that page, which is quite annoying because I send a lot of signature requests in my business and I have no idea who they belong to. So I literally have to type in the client's name alongside the title of the document every time, so that I can see whose they are. An improvement here would be to show the email address of the person you have sent the signature request to.
- Another improvement for Dropbox Sign would be on the first page that opens. In order to create a signature request, it doesn't show you where to do that. I discovered through clicking on various tabs that it was located on the Home page, so that tab should be renamed Signature Request. Also I have to click on the Home tab twice before it actually takes me to the signature request page. The first time I click on it, it keeps me on the signed or pending signatures page, and then after another click it will take me to the signature request page, so definitely this needs improving.
Return on Investment
- Dropbox has had an enormous positive effect with my virtual business, and I wouldn't be able to function without having the platforms that it provides.
