AuditCase is a CRM system and document management system (DMS) of CaseWare. This software allows the accountant to carry out most of his work in a streamlined way. The combination of a CRM system and DMS system is quite unique because you create a document from your CRM system and it is automatically archived in your DMS after signing.
The link between AuditCase and ValidSign ensures that the final step in the process of an accounting firm is completed digitally as well. There are no more printers and paper involved. The entire process is digital. Do you use AuditCase or is it scheduled to become a customer but do you still sign on paper? Continue reading. We’ll tell you what the advantages are of the connection with the digital signature of ValidSign.
1. The digital signature ensures a fully streamlined process
To digitize the entire process of an accounting firm, only one thing was needed. A link between AuditCase and ValidSign’s digital signature. Since January 2019, this link can be used by AuditCase customers. This seamless link allows the entire process of an accounting firm, from the creation of a document to the internal approval process, the status information and archiving to be handled in one go. Richard Schiphorst, Managing Director at CaseWare Netherlands: “ValidSign’s digital signature was the missing link in our workflow optimization”.
The document is created in AuditCase. The location of the signatures is determined at that time or is determined in advance by a template. Whether it is the contract confirmation, minutes or declaration of agreement, all documents can be presented directly to the customer by the auditor for signature. The customer receives a sign request by mail, following which he digitally signed the document. Should the accountant also put his signature on the document? That’s possible! The accountant can make his digital signature in the same way as the customer. When the signature is completed, the signed version of the document is automatically placed in the correct place in the AuditCase DMS.
2. Your signed documents will be extra protected
ValidSign’s digital signature is fully legal and has the same value as an ink signature.
During a digital signing, multiple digital data is collected. Both the name and address of the signer, as well as the time and date of signing are recorded. When all the necessary signatures are made, the document is sealed and the digital variant remains unchanged. Depending on the auditor’s wishes and the burden of proof of the documents to be signed, additional verification methods such as a TAN code via SMS or bank authentication with iDIN can be added.
A paper document, on the other hand, often stays with one signatory for too long or gets lost. There is a chance that the document will be seen by someone for whom it is not intended. With digital signing, you don’t have these problems anymore.
3. Documents are signed independent of time and device
Wherever you are, ValidSign’s digital signature solution allows you to digitally sign documents including your order confirmation, meeting minutes and deposit at any time of the day from any location. If you use AuditCase on your desktop, you may be sending and signing your documents from there. Is a customer not at home to sign the received documents? No problem! The customer easily signs all documents from his mobile phone or iPad. This way, the signing process is accelerated up to 80 percent.
4. Volledige compliancy
In addition to ensuring the safety of your documents, the link also ensures that your file is fully in order. You no longer have to think about whether or not a contract confirmation has come back. This can be seen at a glance in the dashboard. In addition, with the communication with ValidSign, you are also sure that the organization will perform all contacts in AuditCase, as this is necessary to send documents via ValidSign. This way you also make sure that your CRM is filled and kept up to date.
4. The link is easy to request
The link between AuditCase and ValidSign is easy to request. An AuditCase customer with an ongoing maintenance contract could start using it on the same day. AuditCase customers who are not covered by this customer group are advised to enter into an entry-level agreement with ValidSign or the integration partner of the two parties, Full Finance Consultants.
Do you want more information about the integration between ValidSign and AuditCase or do you have other questions? Feel free to contact firstname.lastname@example.org.