- Accounting Professionals
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- Tax Tool
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DocuSign Details
Price | Starting at $10.00 |
---|---|
Rating | ★ ★ ★ ★ ★ 4.5/5 based on 2462 reviews on G2 |
Business Function | |
Industry | |
Compatibility | QuickBooks Online, Xero, Lacerte, ProSeries |
Developer | DocuSign |
What is DocuSign?
Established in 2003, DocuSign is the leading document management and e-signature platform. It is a cloud-based solution that enhances client collaboration by giving them an online portal to review and sign documents. All you need to do is upload the file to DocuSign and send it to the right recipients.
You can always edit the document, even after sending it to the recipient. Moreover, DocuSign allows you to send the recipients a private message or add an access code.
DocuSign also offers a high level of customization. Businesses can customize the signing page with their brand logos and themes. You can also edit the signing document by adding specific fields, such as signature, stamp, or initial. Moreover, when signing a document, you can set parameters for the recipient, such as “needs to sign” or “receiving a copy.”
DocuSign helps you manage signatures, documents, and contacts on a unified platform with advanced security parameters. It offers a 30-day free trial to experience seamless document signing on the cloud.
Key Features of DocuSign
Custom Branding
Customize the email notifications and signing pages to enhance your brand reputation. Add brand logos and color schemes to create personalized themes.
Identity Verification
Ensure a secure signing experience with AI-based identity verification like liveliness detection, Knowledge-Based Authentication, and identity-proof upload.
Document Generation
With DocuSign, you can create customized agreements with pre-defined templates, saving time. You can also select or remove fields from templates as needed.
Third-party data fields
Connect your fields to data from third-party systems. eSignature will automatically transfer data between your document and these systems, saving you from manual entry.
Data Security
DocuSign deploys advanced security measures, such as DDoS mitigation, multi-factor authentication, and incident reporting, to ensure secure document storage.
Signing Groups
Specific documents need to be reviewed by the entire team. DocuSign enables you to send documents to multiple recipients and have them signed by anyone on the team.
DocuSign on Ace Cloud Hosting Platform:
DocuSign provides an online platform for e-signing and storing documents, while Ace Cloud Hosting offers a secure, high-performance infrastructure for hosting desktop applications like QuickBooks, Lacerte, and ProSeries.
Integrating DocuSign with these apps streamlines business processes, reducing manual work and errors. Hosting them on Ace Cloud Hosting ensures:
Dedicated Support
Ace Cloud Hosting’s support team offers dedicated 24x7x365 customer support, including weekends and holidays. You can get in touch with us via phone, chat, or email in case of any issue or query.
All-time Availability
We offer an SLA-backed 99.99% uptime guarantee for all customers. Our business continuity and disaster recovery plan ensures uninterrupted operations, even in the event of a crisis or disaster.
45-Day Backup
We offer a 45-day data backup as part of our services at no additional charge. The data is backed up automatically daily on our secure cloud servers. We offer a rolling data backup.
Advanced Security
Our multi-tier security infrastructure ensures complete data security at different levels. This includes security safeguards, such as data encryption, multi-factor authentication, IDPS, firewalls, and more.
Ultimate Performance
Our high-performance computing server environment ensures a desktop-like experience, even from remote locations and mobile devices. Add multiple users and run any number of apps simultaneously without lag.
On-demand Scalability
Scale your applications and data according to business requirements without worrying about capital IT expenses. Your pricing plan is upgraded accordingly, and we ensure you pay only for what you use.
Steps to Integrate DocuSign with Lacerte Tax Software
You can use the eSignature Dashboard on Lacerte to request and track your digital signature requests quickly. Here are the steps to request a new one:
On your Lacerte tax software, go to E-File > Intuit eSignature > Request eSignature .
Select documents for which you need digital signatures.
Review and customize the email message. Set reminders and expiration options if needed.
Click Send to initiate the DocuSign process.