Sign accountancy documents faster with VIDsigner

James and Uzzell are a forward thinking accountancy, audit, tax and management consultancy firm based in the UK. Established in 1979, they pride themselves on developing long-standing relationships and believe that providing a competent, high-quality, personal service is the key to doing just that.

The firm is always looking to use technology to give a better experience for their clients whilst improving the security and compliance of their documents and procedures. They recognised that there was still very important documentation that needed regular signatures based on traditional paper workflow and this was time consuming for their clients, so decided to develop a plan for the future.

CASE STUDY

Turn around documents in minutes in-person or remotely

James and Uzzell talked to their Document Solutions partner Infinity Document Solutions about how to give their customers the modern experience they expected and make J&U more efficient in processing accounts. Until that moment, the signature processes required that the clients either posted the documents back or had to drive to their offices to sign all the documentation. They decided to switch to a full digital experience for boosting agreements remotely with legal security by using the send2sign solution for sending and tracking, integrated with Validated ID's wide range of signatures.

The platform send2sign presented three key benefits for their purposes: First, it enabled their accountants to choose from existing forms and attach any document they may need for their clients. Second, for remote signatures, the process was dramatically speeded up: the clients would receive a secure email that they can open on any device, receive a PIN via SMS as a second factor of authentication, and sign with quick clicks. Finally, their accountants were able to check the status for each document in real-time at their dashboard, so they would know when clients had signed.

Save valuable time in tax season

The send2sign platform and its integration with Validated ID electronic signatures allows J&U customers to sign securely and quickly by their own means through their cell phone, or at their offices with an approved Tablet.

Since the implementation of send2sign, James and Uzzell has reduced significantly the pressure on time critical deadlines such as tax processes, while ensuring the highest legal standards that protect their clients, according to its Director, Emma Hughes. "We like the ease of use and robust security and certification that the system gave us."

send2sign has allowed us to ensure that all of our clients tax returns are completed in a timely fashion

Before send2sign, James & Uzzell needed to establish face-to-face meetings with customers, which has had obvious challenges over the last 12 months, however now that their documentation can be signed digitally their processes have speeded up enormously. Plus, when they use send2sign, their documents are saved electronically and retain an audit trail for added transparency, as Infinity Document Solutions’ Sales Director, Gareth Williams, points out. "Infinity has a great deal of experience in creating digital workflows and electronic document management for our customers and digital signatures are an additional tool that can help our customers become more efficient and compliant and improve the speed in which they can receive and process key critical documentation".

The electronic signatures are also a large area to help our customers to become more efficient and compliant.

About Infinity DS & Validated ID

Both Infinity DS and Validated ID were founded in the same year of 2012 and both companies had the ambition of helping organisations along their journey of digital transformation and to provide products and services that helped organisations improve the speed and efficiency of their processes whilst at the same time strengthening the compliance and security of their key critical documents.

Infinity DS wanted a strong digital signature product and wanted to work with a company that had the same ethos as themselves and found that partner in Validated ID. As well as having a world class highly secure product, Validated ID had the flexibility and creative ambition to adapt their products to our clients requirements in a way that bigger players in the digital signature space simply did not have. Infinity Director Gareth Williams said “We enjoy working with Validated ID as they have a ‘can do‘ attitude to solving customers requirements and we love their products and ambition”.