How it Works

How it Works

File&Sign – the easy and secure way to share accounting documents and files. You can upload, store and approve documents online. 

 

 

It's in 'The Cloud' so it's always there accessible from anywhere. If you are a UK based accountancy business (all our clients are) we will give you 5 GB of storage.

Work from any location

As an accountant, you probably rarely spend all your time in the office. Whether it’s working from home, out at a client’s site or responding to client queries whilst on holiday, you need to be able to access your critical software systems wherever you are. With our cloud based solutions you can access your critical applications from wherever you are.

Security

When your IT systems are based in the office, sensitive practice and client data is only as secure as your office security. With cloud based applications, you get the advantage of security levels equivalent to those of online banking, wherever you are working.

Improve your business productivity

If events put your office out of bounds, our cloud solutions ensure you and your staff can still be productive.

Just as important, cloud removes your dependency on critical system hardware, which inevitably fail as you're racing to meet a deadline. Your data is in the cloud, accessible over any internet-enabled device. All you need is an internet connected device such as a PC, Mac or tablet with an internet browser.

Cloud software is always up to date

UK tax legislation is constantly changing and you must keep your practice compliant. But updating software is a chore and diverts you from your core work.

Accountants can securely share a draft set of accounts, a tax return or a financial statement with the client, while clients can send bank statements, payslips and trial balances. File&Sign will reduce the admin of this two-way communication. 

Rather than spending time – and therefore money – on managing accountancy and security software, resources can be used for fee-earning work.

E-signatures

E-signatures keep business moving and this is the easiest signing experience in the industry.

Recipients get an email. They click a link. They sign. It’s done.

Informanagement have partnered with Adobe EchoSign to integrate the latest technology signature tool into File&Sign. By partnering with Adobe EchoSign we have integrated an electronic signature tool that has been used to send and sign over hundreds and millions of documents which is trusted, legal and most importantly, secure. 

Learn more about Adobe EchoSign...

 

 

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