You can attach eSigned paperwork, annotate items, and utilize Xero for all other accounting purposes. Once a document is eSigned, all materials are promptly filed back to the original record in Xero for easy online access. Once integrated through Amaka, you’re able to effortlessly send documents for legally-valid eSigning through DocuSign. Automating document executionįor those utilizing Xero for accounting, DocuSign provides eSignature functions within the Xero app through integration. For accountants and tax professionals handling high volumes of tax compliance paperwork each season, DocuSign is a key solution to incorporate. With automated signature request reminders and status updates, you’ll always know where your clients are in completing and approving their tax forms through DocuSign. Through this function, you or your firm can save upwards of hours or even days each tax season by reducing the time required to print, sign, mail, collect and manually file tax paperwork. You can easily send tax forms for signature approval directly through DocuSign, and the completed forms are automatically archived making it accessible to access at any time for auditing purposes.Īs a secure service, DocuSign helps ensure tax forms are signed confidentially and your clients’ sensitive data remains protected.
Xero invoicing accounting how to#
How to set up the DocuSign + Xero integrationĭocuSign is able to simplify obtaining legally-compliant signatures for tax forms from clients and customers.In this article, we’ll go through how to use Docusign for accountants and business owners alike, and the DocuSign + Xero integration.
Xero invoicing accounting manual#
This way you can seamlessly manage billing, receive legally-compliant tax form signatures, and more.įor accountants, DocuSign saves time by optimizing paperwork and manual operations while offering a secure and convenient signing experience for clients. DocuSign enables you to request signatures for documents directly within accounting software such as Xero. DocuSign is a trusted eSignature service used by accounting professionals and businesses for various purposes.
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