Documents

3 min read

How to Fix Your HubSpot Contract Management & eSigning to Boost Sales

You live in HubSpot because it simplifies your sales, but when it comes to HubSpot contract management, the process often breaks down the moment you need to send a contract. If you are looking for better HubSpot contract management, you have likely hit the same wall as every other Sales Director. You have built a […]

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5 min read

Document Version Control Best Practices: 5 Key Steps

Implementing document version control best practices is the only way to guarantee that every single document leaving your business is accurate. If you were asked to guarantee that every single document leaving your business today is using the exact same approved template, could you do it? Could you also generate a new contract in under […]

2 min read

Can you electronically sign a tax return?

In 2022, 9,838,336 returns were filed online, which is an impressive 95.6% of the total tax returns filed. So the simple technical answer is yes, you can electronically sign a tax return. Millions already do.  Digital transformation of our tax system is well established, this includes the incorporation of the electronic signing of tax returns. […]

3 min read

Use case: Automating Letters of Authority

As an energy broker (or any type of broker) that uses Letters of Authority, we know that they can be fiddly and time-consuming. Or, sometimes clients can take ages to get them back to you. Therefore, it’s really important that you have a slick and user-friendly process in place to maximise the number that get […]

2 min read

Can a board resolution be signed electronically?

In the last few years, we have all experienced change. For many, work and home life have had to become more digitally focused. Therefore, it’s not a surprise that we are being asked questions about the use and validity of electronic signatures. To address these questions we are writing a series of blogs. Here we […]