Most on-premise practice management software suites have a problem: it is not easy to use them for electronic signing. Surprisingly most cloud solutions lag behind as well. Very few integrate with e-signature providers that also allow accountants to securely distribute signed copies to client portals. Consequently, both professional services firms and their clients waste time on administrative work related to emailing, scanning and resending documents.
MyDocSafe has just released a public API (Application Programming Interface) that allows any software vendor or website owner to
- create a ‘send for e-signing’ button that triggers an electronic signature transaction or
- create a ‘send to client portal’ button that securely sends documents to client portals.
An API integration can save companies tens of thousands of pounds a year in administrative costs.
Our documentation is available here: https://mydocsafe.com/documentation/
Let’s talk about how we can help you with seamless document approval and distribution.
Call us today at 0203 386 7419