Why CPAs and tax professionals need an e-signature tool this April

tax professionals and cpas e-signature

Spring has officially sprung, but if you’re a tax professional or accountant, you know that comes as a mixed blessing. 

With tax day just around the corner, we know your workload is crazy as millions look to get their taxes filed by April 15.

Instead of bending to the chaos of the season, take back your time by utilizing productivity aids. E-signature software like InsureSign (the No. 1 software for usability) makes the signing process simpler and more efficient, freeing up time for you to focus on getting your clients their biggest refunds yet.

Here are four benefits to incorporating e-signatures into your filing process this tax season:

  1. Reduce refund turnaround time for your clients. In 2018, the IRS updated its policies to begin accepting e-signatures on returns and official tax documents. Because of the overwhelming number of returns they’re expecting to receive this year, the government is actively encouraging users to e-sign their documents to expedite the refund process. Happier IRS. Happier customers. Happier you.
  1. No more worrying about lost documents. With such a large quantity of files to keep track of, it’s important to have one location to confidently store everything. By switching to InsureSign, your signed files are automatically stored in one convenient location for easy retrieval down the road. Gone are the days of searching for files on a crowded hard drive or sorting through hard copies hoping that something didn’t get misplaced.
  1. Say goodbye to long turnaround times. With InsureSign, there’s no need to find a time to meet your clients in person or wait for documents to be printed, signed, scanned and sent back over email. Our software allows you to set up and send your first document for e-signing in minutes. Your clients can then sign and send back their documents from anywhere, on any device, in just a few clicks
  2. Keep client information secure.Your clients are trusting you to keep their personal information safe. With InsureSign, you can provide them with peace of mind by setting password requirements to the signing process. You can also rest assured knowing that all documents are retained in the highest-tier data centers and come with an IRS-compliant audit trail.

Ready to simplify tax season with an e-signature software? Start a risk-free 14-day trial of InsureSign today.

The best e-signature software, according to real users

Not all e-signature software products are created equal. The right digital-signing software can save your business more time and money, so take time choosing the best one for you.

Websites like G2 Crowd (No. 1 in the world for business-software reviews) make the selection process easier. With thousands of real user reviews of more than 50 e-signature software, you can quickly see who’s rated the highest. We’re InsureSign, the e-signing tool with the highest overall rating on G2 Crowd and are known for being super simple to use.

Though we outrank all e-signature providers on G2 Crowd, here are three side-by-side comparisons of us vs. a few of our better-known competitors (all based on real user reviews):

What is it about InsureSign that inspires that top-of-the-charts ranking?

Our setup process is more seamless.

At InsureSign, we know your time is precious, so we’ve made sure adopting and implementing our software is quick and seamless. When it comes to ease of setup, our users gave us a 97 percent rating — much higher than our competitors DocuSign (85), RightSignature (92) and HelloSign (93).

Our interface allows you to set up and send your first document for signing in minutes — and, since there’s no download required with InsureSign, your account itself can be up and running in seconds.

Upon sign-up, we’ll connect you with dedicated customer assistance to helping you navigate the setup process. Our service team will be with you for the long haul and won’t disappear after you’re up and running (but more on that below).

We think Jeff G. summed up our ease of setup pretty well when he said:

“I like the slimmed down, ease of use interface. I feel like it is self explanatory so that it doesn’t take hardly any training for a brand new user to feel comfortable using…”

Our customer support is award-winning.

At InsureSign, customer happiness is one of our top priorities, which has helped us rank as the No. 1 e-signature software for customer relationships. Our support team is constantly attuned to customer needs; in fact, our biggest innovations often come from user suggestions.

Users gave our quality of support a 97 percent rating — 11 percent higher than DocuSign. Overall, our “ease of doing business with” score is an industry-high 99 percent.

Great customer service can go a long way; just ask the anonymous user who had this to say about InsureSign:

“The communication from the top down with the company has been wonderful. They are always helpful. They encourage us to give them feedback and actually listen to what we have to say. If there has ever been an issue they have always been on top of it…”

Our e-signature software is the easiest to use.

Setup isn’t the only thing that’s effortless with InsureSign. Users have named us an industry leader in usability time and time again, and we outrank all three major competitors in document creation, ease of use and ease of administration.

Our interface is incredibly straightforward, so your employees and customers can navigate the three-step process (setup, send, sign) with ease.

Here’s what Larry O., a real InsureSign user, had to say about his experience using InsureSign:

“InsureSign was selected because of its ease to use and price. My customers have absolutely no problems esigning our documents…. So far, none of my customers have called to say they couldn’t log in and complete the esigning steps… Great product that I would highly recommend!”

We offer time-saving innovations that are the simplest to use on the market.

Our suite of innovative features ensures that you won’t just get your documents signed; you’ll also save time and make your customers’ lives easier.

Whether it’s access to signing on mobile devices, mass signature collection or helpful add-on features like reminders and expirations, InsureSign outperforms DocuSign, HelloSign and RightSignature in it all.

We also offer our users a Premium Plan with a suite of features designed to save you even more time:

  • Text-message signing: Enhance the customer experience by reaching your customers via whichever medium is most convenient for them — including SMS messaging.
  • Redirect your customers: Secure more social media likes or service reviews by choosing which site your customers are directed to after finishing the signing process.
  • Gmail and Outlook integration: Connect your Gmail and Outlook contacts to InsureSign for quick document sending.
  • Reusable forms: Secure signatures in your sleep by creating a reusable form that can be filled out and signed over and over again by an unlimited number of signers.

In the end, it really all boils down to overall performance and reliability, an area in which our customers gave us a near-perfect 97 percent rating (compared to our competitors’ scores in the low 90s).

Carlynne F., a current InsureSign customer, put it this way:

“There is nothing that I dislike with this product. It is very easy to use and has become a profitable investment for the company. The customers love it.”


Interested in learning more about how we stack up against DocuSign, HelloSign and Right Signature? A full comparison report of all three can be viewed here. If you’d like to see how we compare to software not mentioned, we’re happy to provide an in-depth comparison report for you — just email us.

Five ways to secure more positive reviews for your company

Remember the days when only restaurant and movie critics had a public platform to review businesses? (Talking to you, 20+ year olds.) Now, with Yelp and Google Reviews, every one of your customers can publicly tell the world what he/she thinks about your product or service – and affect your sales in the process.

woman leaving positive reviews on cellphone about e-signature software

Reviews matter. 88 percent of consumers trust online reviews as much as personal recommendations, so it’s in your best interest to try and get many positive ones as possible.

At InsureSign, we know a thing or two about the impact of positive online reviews. Our easy-to-use e-signature software has garnered triple-digit reviews on G2 Crowd (helping us rank No. 1 three times in a row). Our review profile on that website generates new customer leads for us on a monthly basis, resulting in increased revenue.

How can you too start securing more positive reviews for your business?

(Side note: Negative reviews can be detrimental to your business, so make sure you have happy, satisfied customers before beginning this process. If you don’t, start here first.)

Make sure you’re present on the right review platforms.

When customers begin their searches for a new service or product in your category, it’s important that they see your company as an option. Start by determining which review websites are go-tos in your industry, and then set up profiles there.

When choosing the right review websites, keep in mind that users are less likely to be snarky or “troll” you when their names and/or photos accompany the review. Sites like G2 Crowd and Facebook are great as they require reviewers to link to their existing social media accounts, whereas platforms like Yelp require nothing more than a name.

After that, it’s up to you to capture their attention at the right moment (we’ve got suggestions for that too!).

Convert positive experiences into reviews immediately.

We recommend asking customers for reviews immediately after they’ve had a positive experience with you. Incorporate a link to your favorite review website into “thank you” or purchase-confirmation emails, or use an automated text-messaging service to send out a review request after your customer has completed a transaction.

We believe in this concept so much that we incorporated it into our e-signature platform. Our software allows you to automatically direct your customers to any review website of your choice when they’ve finished signing your documents — making securing reviews as easy as securing signatures with InsureSign.

Integrate links to review websites into your communications channels.

Make it easier for customers to find you on your preferred review websites, while also giving them a gentle reminder, by including links to review pages in your email signature, on your website, in your e-blasts and e-newsletters (your subscribers likely already love your product or service), etc.

Reach out to your customers personally.

Customers love to feel valued, so why not build a strategy around that concept? You’ll get the best response by personally reaching out to happy customers and asking each individually if he/she would mind taking a minute to review you on your preferred website. Whether you reach out to loyal customers via phone or email, let them know how much their business means to you and ask that they share their experience with others.

Incentivize your patrons.

If you’re still having trouble convincing your customers to leave positive reviews, create a benefit for them. Incentivize your customers by offering discounts on their future purchases, or other goodies, in exchange for online reviews*. Not only will you secure reviews, but you’ll also give your customers a reason to shop with you again!

*Before creating an incentive campaign, be sure to look into the review site’s terms of service to make sure they don’t have regulations against them. Yelp, for example, has a strict policy against incentivizing reviews.

Give your customers something else to rave about by simplifying your signature process with InsureSign. Experience the difference today with a risk-free 14-day free trial.

Managing millennial burnout at work

As a millennial, you’re probably tired of hearing about how your generation is lazy, entitled and the root of several industry collapses.

millennial burnout

That’s why the latest viral Buzzfeed piece probably came as a breath of fresh air. It’s not that you’re entitled… you’re just burnt-out.

Many millennials report feeling paralyzed by high-effort, low-reward tasks, like registering to vote or taking packages to the post office. Those tasks end up getting pushed to the next day’s to-do list, then the next, then the next… until you’re left with a list so overwhelmingly long that you can’t fathom where to start.

According to the above article, that’s why many millennials prefer to manage menial tasks digitally.

So, how can you best cope with millennial burnout in the workplace? By automating and simplifying manual to-dos.

InsureSign, the top-ranked e-signature software, is here to help.

InsureSign is the simplest, fastest way to set up and send off documents for electronic signatures. Trusted by thousands of businesses of all sizes across North America, InsureSign lets your customers easily sign your documents from their laptops, tablets and mobile devices.

Cut out the FedEx middleman
Getting forms signed can be a headache. You have to print and prepare documents, ship them out, pay the hefty shipping costs and then wait for the documents to be sent back. All the while, you’re crossing your fingers that your signer doesn’t overlook a signature field…  because if he or she does miss one, you’ll be starting the process all over again.

Simplify the process by switching to the easiest-to-use e-signature platform on the market. With InsureSign, you can set up a document for secure digital signing and start collecting signatures in seconds. You’ll cut out those substantial shipping costs entirely, and InsureSign will make sure your documents are complete before you get them back.

Put an end to awkward follow-up calls
Tired of making awkward follow-up calls because you’re waiting for someone to sign a document you sent them? With a click, you can schedule daily or weekly auto reminders from InsureSign that’ll keep hitting the person’s email until they’ve submitted the signed document.

Say goodbye to time-consuming, repetitive tasks
Your time is limited, so don’t waste your most productive hours completing the same repetitive tasks. InsureSign’s reusable form feature allows you to turn any document you might regularly need signed into a reusable URL that you can send out to as many people as you’d like. Stop getting burnout from long hours, and start literally securing signatures in your sleep.

Bypass cluttered email inboxes with text messaging
Your email inbox is already probably overflowing, which means your customer’s inbox probably is, too. With InsureSign’s premium plan, you can enjoy a host of additional time- and effort-saving features, including text-message signing that allows you to reach your customers quickly while on-the-go (and helping you strike it from your endless list of to-dos).

Take the first step in conquering your millennial burnout by switching to InsureSign, the e-signature software that streamlines your day. Start a risk-free 14-day trial and start taking back your time by clicking here.

What makes InsureSign different from other eSignature software?

Chess set -eSignature softwareAs 2018 draws to a close, we know you’re probably turning your thoughts to the new year. How can you make 2019 your best, most efficient, most profitable year yet?

We won’t say InsureSign’s digital signing software will solve all your problems (Becky in accounting is going to keep being Becky in accounting). However, we do offer a slate of easy-to-use, time-saving features at a price point that most businesses can accommodate comfortably—and you’ll be surprised how much time you can gain back with the right tools at your disposal.

So you might be wondering: why choose InsureSign over any other e-signature software? What makes InsureSign different?

The answer is… quite a few things! Below, we’ve walked through some of the features that most set us apart from the competition.

A suite of premium features you won’t find anywhere else.
Interested in securing signatures in your sleep with our Reusable Forms? Want to secure eSignatures via text message? Or in person? Would you like more Yelp reviews or social media likes? Check, check, check. InsureSign’s pro features were developed based on customer feedback, so they’re specifically designed to make the signing experience simpler and super easy for users. Learn more about pro features here.

  1. Simply the easiest eSignature software to use.
    We’ve heard again and again from our customers that InsureSign is the easiest-to-use eSignature software on the market. What’s more, we’ve been named G2 Crowd’s No. 1 eSignature software for usability and customer service three times in a row – so now it’s official.
  2. Risk-free, contract-free.
    New users can take us for a spin for free (no credit card required) for 14 days. And once you sign up, you can enjoy our service without any pesky contracts. All users can take advantage of unlimited signatures, documents and templates each month. The sky’s the limit.
  3. Dedicated customer service via phone, email or chat.
    Sure, InsureSign is easy and intuitive to use – but don’t worry, our customer support team is always standing by. Get in touch with us using whatever medium you like best, and we’ll walk you through the answers to any questions you might have.
  4. Tons of time-saving “bells and whistles” without a steep learning curve (or price tag).
    We offer a slew of automated time-saving features for users across industries. Automatic reminders, auto-archiving and easy document retrieval/redos– the list goes on. Plus, all of these features are easy to access and manage from the InsureSign platform, so you’ll get the hang of it in no time.

Better value, plus a service upgrade: the InsureSign advantage is clear. But don’t take our word for it – you can try InsureSign risk-free for 14 days and see for yourself. Click here to learn more about our free trial.

How to use InsureSign’s new integration with Applied Epic

Good news for Applied Epic users: the signing process just got easier. InsureSign, the simple eSigning software trusted by thousands of insurance professionals, is now fully integrated with the Applied Epic agency management system.

Applied Systems agencies can now enjoy a more seamless and automated signing process… plus, they can easily take advantage of the many added conveniences offered by the eSignature tool ranked No. 1 for usability.

eSignature Software - Applied Epic

Ready to give it a try? Securing signatures using this new integration is easy:

1.) From Applied Epic, visit the customer profile and upload the document you’d like signed to the “Attachments” screen.
Any file type will work.

2.) Right-click the document and select “Send to signature.”
This will open the InsureSign platform – directly from Applied Epic!

3.) “Drag and drop” your signature and information fields on top of your document.
It just takes a second. Note: No need to place fields every time, you can create one-click templates for commonly used forms.

4.) Send off to the customer for signing.
Since your customer’s information is already in the Epic system, his/her email address will auto-populate. No need to hunt down contact info or make sure it’s typed incorrectly. You can also schedule auto-reminders at this time, completely eliminating the need to prod your signer by email or phone. Once you’ve sent the form off, your signer won’t be able to submit it until every field is filled in. No more incomplete forms!

5.) Once your document is signed and returned, simply drag it back to Applied Epic to attach to the customer’s file.
And you’re done. Nothing to print, nothing to upload, nothing to file.

Plus, InsureSign has tons of “bells and whistles” designed to save you time, eliminate steps and reinforce your agency’s brand.

Curious? InsureSign offers a risk-free trial for 14 days so you can experience the difference for yourself. Get started today.

Five things we’re thankful for this Thanksgiving

We all know that Thanksgiving is a time to reflect on things we’re grateful for — and here at InsureSign, it’s a lot! 2018 has been a year of tremendous growth, success and excitement. As it comes to a close, we know 2019 will bring plenty of promising opportunities too.

Here are just a few things we’ll be reflecting on while we’re bringing our turkeys this year.

  • Being ranked as G2 Crowd’s No. 1 ranking for esignature software for usability and customer service — twice!

Four times a year, G2 CrowThankful this Thanksgivingd (the world’s leading business solutions review website) releases its seasonal report ranking esignature software. This summer, we climbed to the top of the list — and held onto that No. 1 spot for the Fall Report, too!

  • A red-letter year for new features, including the rollout of our long-awaited new premium offerings.

We’re constantly working to make it even easier for our customers to get documents signed. In 2018, we officially launched our new InsureSign Pro version, with features such as text-message signing, custom landing pages and email server integration. Plus, just in the past few months, we’ve added new innovations available for all users, such as multi-language support and the ability to recall and redo a document.

  • Growing the InsureSign team and building an even better support system for customers.

We’re grateful to the InsureSign team for making 2018 one of our best years yet. We’ve made several new hires that will have a huge impact on making the customer experience better and better in the future — including our team of developers, to which we’ve added two new developers just in the past month.

  • A year full of new integrations with leading agency management systems.

We know insurance agents rely on their AMS to keep their businesses running smoothly. Just last month, we became a Solution Partner for Applied Systems and are now fully integrated with the Applied Epic AMS. This comes on the heels of a full year of new AMS integrations, including partnerships with Hawksoft, NASA Eclipse and Partner XE AMS.

  • Lastly, we’re thankful for you.

It’s InsureSign’s customers that make all of this possible. Thanks to our tens of thousands of users for sticking with us this year — and big thanks to our many new users for letting us show you how our super simple e-signing tool can transform your business!

InsureSign’s latest eSign innovations that’ll make your life easier

At InsureSign, our awesome development team is constantly working on new features and eSign innovations to help make the signing process even easier for our users. eSign innovations- man in office chair

We recently ranked as the No. 1 eSignature software for usability, and we take pride in coming up with new complex innovations and fancy “bells and whistles” that are still super simple for our customers to use – and eliminate some hassles from their lives.

Here are just a few of our latest rollouts in the last few months, available to our regular and premium plan (“Pro”) users:

Reusable Forms (available to “Pro” users): Do you have one standard form that you’re constantly sending out for signing? With our “Reusable Forms” feature, you can create one document for signing, and then share its URL with as many people as you’d like over and over to have them fill it in and submit. You can easily add a link to the reusable form on your website or in general communications so you can literally secure signatures in your sleep.

Multi-Language Support (available to all users):  Do you have customers whose primarily language is Spanish or Canadian French? Now, you can easily change InsureSign’s instructional language with a click of a button.

Recall and Redo a Document (available to all users): Sent a document out for e-signature, but realized afterward you’d like to change something? You can now easily recall the document with a click of a button, and change participant info and fields – and even add new pages.

Multiple Participant Workflow: Are multiple people signing your document? Easily order who signs first, second, etc., by clicking a few buttons. This sequencing isn’t necessarily new to InsureSign users, but our “Pro” users (who can additionally secure signatures via text message and also electronically during in-person meetings) can now also mix and match each signer’s preferred signing method. Need one document signed by three people, and the first up is signing in person, the second is signing via text message and the third is signing via email? Not a problem, managing multiple participants and their preferred signing methods is super simple.

With any of our newest features, we must give credit where credit’s due: to our amazing customers. We regularly talk with our users to understand their evolving needs, and how best to make their lives easier by rolling out new features. All of the innovations we have in the works are sourced from their feedback.

If you’d like to try out InsureSign for yourself, we invite you to start a free, 14-day risk free trial
by clicking here.


How police departments are using e-signature tools for law enforcement

We hear it from our customers all the time: switching to an e-signature software saves time and resources, period. But it’s always fascinating to hear how a customer’s day-to-day changes when they start getting documents signed online with InsureSign.

For example, meet Officer Kyle Hall, a police sergeant at the North Vernon Police Department in Indiana.

police departments are using e-signature software

It’s easy to imagine that a law enforcement agency has a ton of internal paperwork to file – and it’s easy to see how InsureSign could help with new hire paperwork or vacation time requests. Officer Hall saw another opportunity, though: getting warrants signed.

“Before we switched to InsureSign, an officer had to take every warrant to a judge’s home, secure the signature, take it back to the station and file it,” Officer Hall told us. “It’s a process any police department is familiar with, but it could eat up 30 minutes to an hour per warrant.”

It took a little time to get the buy-in from the rest of the department and the courts, but once all parties had time to review InsureSign’s easy-to-use system, the whole North Vernon law enforcement system was satisfied with its security and legality. Once everyone was on board,   the warrant process at the police department shifted dramatically.

Now, instead of having taking a trip out to a judge’s home to get warrants signed at all hours of the day and night, a police officer simply files it via InsureSign and sends it to the judge. With a tap of a finger or a click of a mouse, the judge can simply and securely sign the warrant – and let the police officer get back to policing.

“Our judges can sign warrants instantly using a computer or a smartphone, and our officers spend much more time protecting our community,” said Officer Hall.

Also, he added, the department is saving a ton on taxpayer-funded gasoline and office supplies, such as printer ink and paper.

Next up: the North Vernon Police Department is rolling out InsureSign to other functions, like HR, to make sure officers and employees can easily and speedily sign administrative forms.

Curious about how InsureSign can help your law enforcement agency? Try it out risk-free for 14 days

Q&A: How a Kansas law firm gets legal documents signed within minutes

Andrew Werring, Werring Law Office, LLCIt’s no secret: attorneys, paralegals and law offices in general have to deal with a lot of paperwork. Not only that, it’s an industry that requires meticulous record-keeping, and there’s little room for error when it comes to getting signed documents right the first time.

Andrew Werring, a native of Atchison, Kansas, opened his own legal practice in 2005 in his hometown. At the Werring Law Office, LLC, his team focuses on criminal defense, debt collection, estate planning/probate and domestic matters.

We sat down with Andrew to see how our easy-to-use e-signature software, InsureSign, is helping him clear cases off the docket incredibly quickly – all with the peace of mind that comes from security.

InsureSign: Tell us a little about your practice. 

Andrew Werring: We’ve been practicing since 2005 in a small community in Kansas. We have a general practice focusing on creditor rights, criminal law, and matters of estate planning and probate.  

InsureSign: What was life like before InsureSign? How did you get documents signed before?

Andrew Werring: Prior to using InsureSign, we would obtain signatures with a simple pen and paper. We then progressed to emailing or faxing, then having pro se litigants sign and return by fax or email. Some could “sign” by using a photo-editing software. Such steps often took a great deal of time and delay in getting the signed copies back to our office for filing.

InsureSign: How are you using InsureSign in your practice? What kinds of forms or agreements do you typically use InsureSign for?

Andrew Werring: We use InsureSign daily to obtain signatures from pro se litigants. We regularly use the program to obtain signatures for contracts as well as for court documents, such as Agreed Orders of Judgment, as well as other agreements to return to court. We like that we can send documents for signing by text message, and schedule an automated daily reminder for the recipient to sign and return the documents.

Those who have used InsureSign have really spoken highly of the software and its convenience. Our judges allow us to file the document with the additional data page InsureSign provides, as we can prove that we’ve obtained permission to use the electronic signature of opposing counsel/party. InsureSign’s certification page makes that extraordinarily easy.

InsureSign: How has your firm changed since adopting InsureSign?

Andrew Werring: Our ability to obtain and file signed documents has sped up exponentially. What used to take hours at best can now be handled in a matter of minutes and even seconds. We even debate using the program for in-person signatures because it’s so easy to use.

InsureSign: Which InsureSign features have been most useful?

Andrew Werring: The daily (or other frequency) reminders are wonderful. That tool allows us to ensure the person has not only seen the document, but actually signs it.

InsureSign: What would you tell another attorney who’s considering trying InsureSign out?

Andrew Werring: With the increased prevalence, and in some cases mandatory, signing of documents for electronic filing by using an “/s/ NAME” signature, I think the situation is ripe for abuse from all sides. I believe that the software and its simplicity allows for more assurance on the part of the “signor” that what they have consented to being filed is what is, in fact, filed.

With the ability to drag and drop any document into InsureSign, you can quickly create and email a proposed document for signing to a party without having to print, sign, and scan the same. It’s just simply quick and easy to use.

To learn more about InsureSign, or to try it risk-free in your firm for 14 days, visit insuresign.com/law-firms.