Streamline Your Document Signing Process with airSlate SignNow's Lead Opportunity Funnel for Accounting and Tax

Improve efficiency, close deals faster, and enjoy superior support with airSlate SignNow's tailored solution for Accounting and Tax professionals.

airSlate SignNow regularly wins awards for ease of use and setup

See airSlate SignNow eSignatures in action

Create secure and intuitive e-signature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Our user reviews speak for themselves

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Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
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Samantha Jo
Enterprise Client Partner at Yelp
airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
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Megan Bond
Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
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Apple
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Facebook
FedEx
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Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
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Lead opportunity funnel for accounting and tax

Are you looking to streamline your document signing process for your accounting and tax needs? Look no further than airSlate SignNow by airSlate. With its user-friendly interface and cost-effective solution, airSlate SignNow is the perfect tool to manage your document workflows efficiently.

Lead opportunity funnel for accounting and tax how-to guide

Streamline your accounting and tax document workflows with airSlate SignNow by airSlate today. Take advantage of its easy-to-use features and start saving time and money on your document signing process.

Sign up for a free trial now and see the benefits of airSlate SignNow in action!

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

Edit PDFs
online
Generate templates of your most used documents for signing and completion.
Create a signing link
Share a document via a link without the need to add recipient emails.
Assign roles to signers
Organize complex signing workflows by adding multiple signers and assigning roles.
Create a document template
Create teams to collaborate on documents and templates in real time.
Add Signature fields
Get accurate signatures exactly where you need them using signature fields.
Archive documents in bulk
Save time by archiving multiple documents at once.
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FAQs online signature

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Need help? Contact support

Trusted e-signature solution — what our customers are saying

Explore how the airSlate SignNow e-signature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

airSlate SignNow - The quickest (and cheapest!) way to get things signed
5
Chris Ammann

airSlate SignNow is used to efficiently and quickly have candidates sign offer letters, or for signatures required from employees for HR documents. It solves the problem of having a candidate print, then sign, then scan their offer letters back to us. So the ease of use for our candidates makes it a worthwhile investment for us.

It's one of the cheapest services out there for digital signatures. It offers a comprehensive audit trail of when items were signed, and by whom. It's quick, and very easy to use Very nice GUI.

I've only had to contact support once or twice, but both times my issues were resolved quickly.

We use airSlate SignNow for our candidate offer letters, where it helps us to quickly gain a signature from a candidate in a market that is so competitive that at times, the quickest company to get an offer sign will often be the company that makes the hire. It also shows a level of professionalism in presenting your offers.

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Easy to use and Intuitive
5
Ryan Spaulding

I used airSlate SignNow to sign leases. The software is excellent and intuitive. Up to this point, I have used 3 different eSign software services. airSlate SignNow was the best in my opinion. Other software might offer a few more features, however, airSlate SignNow was the easiest to use and navigate. I literally needed it to collect some signatures and initials. I didn't need the fancy stuff.

Ease of use -- Whether on a computer or using the app, it was easy for me as the sender and easy for the recipient. Intuitive interface -- Most of the time, the recipient of the documents was using airSlate SignNow for the first time. I never encountered a situation where they could not figure out how to use the software.

I would recommend airSlate SignNow to anyone who wants a solid eSign software.

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Stop faxing and start working!
5
Robert Brown

Basically every quote and agreement we use at Lennis Design, LLC goes through airSlate SignNow.com. We have found it very simple to implement and most of our customers (who are of varying computer sophistication) have no problem using it. When we re-invented our business in 2016 we didn't want to go back to fax machines so airSlate SignNow.com gave us the ability to have electronic signatures without the high overhead of their competition.

Signing a quote for your phone gets jobs started faster. Automatically exporting PDF and letting me know when the customer has agreed to the quote is very helpful. Having an online repository to re-download executed documents is helpful

Quotes and any other legal agreements are perfect for airSlate SignNow. I've used it to get 1099 contractors to electronically sign NDA's and work for hire agreements so it's very handy to have this ability and lets me do business virtually much quicker than having to deal with a fax machine.

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How to create outlook signature

a large portion of an accountant's job is bringing in new clients after all you wouldn't be able to run a successful business if you didn't have any customers you can get more consumers by using the click funnels web funnel software you will be able to simply design any funnel you can imagine to help your business when it comes to generating leads accountants face a variety of challenges clickfunnels makes it simple to attract new customers to your company using only a few simple clicks and no prior coding experience clickfunnels allows you to upsell services and create extra revenue with simple software as an accountant there are numerous advantages to adopting click funnels anyone or any business that has a website can benefit from click funnels customers will be funneled into your site at a much higher pace than you might imagine thanks to the software keep watching this video till the end if you think your organization can handle the increase in prospective leads hello and welcome back to sales funnels made easy where we teach you all things sales funnels before we start don't forget to subscribe to our channel if you haven't already and make sure to turn our notifications on so you can get notified every time we upload new videos without further ado let's begin what is click funnels and how does it work click funnels is a web-based tool for creating sales funnels these funnels assist in bringing in more sales and upselling products allowing your business to make even more money it's essentially an all-in-one funnel creator within click funnels there are numerous funnel kinds they're all employed for different things from generating leads to increasing call volume even small businesses without a website in theory employ a funnel without recognizing it a funnel is a wonderful illustration of a day-to-day brick and mortar business the company advertises on a park bench a billboard or in the newspaper for example when a potential customer sees the ad they decide to investigate the company the potential customer locates the company and enters through the front door an employee greets the potential customer with the goal of gathering basic information from them greeder encourages potential customers to fill out forms and be added to an email or phone list even if the potential customer does not require the service you will be able to contact them using their contact information if they become a paying customer you've just completed a complete funnel that's all there is to it getting individuals to participate in your online business process the clickfunnels internet program simply enables you to design a variety of various sorts of funnels based on your specific requirements in brick and mortar enterprises a sales funnel is also a common occurrence a sales funnel is formed when you enter a store look around are greeted and then directed to the checkout an upsell occurs when the cashier inquires about upgrading or adding little less expensive goods displayed at the checkout stand so what's the big deal about clickfunnels clickfunnels is a tool that you need if you own a company that offers any kind of service or product these days a simple website will not be enough funnels may appear intimidating at first but with the help of click funnels you can quickly and effectively design revenue generating funnels if you're worried that your company won't be able to handle the influx of new clients click funnels isn't for you if you take on more business than you can handle you risk being overwhelmed and damaging your company's reputation knowing what funnels to employ implies understanding what your customers would require this will allow you to target them as a demographic and save time and money you may develop funnels after you know who your target audience is if you're aiming to reach middle-aged people you don't have to advertise to young college students which funnel is ideal for accountants accountant sales funnel this is the process by which a visitor becomes a lead then a customer and then returns this funnel is quite beneficial free consulting funnel is another option this is a fantastic approach to meet potential customers before they pay for any services or products it doesn't have to be a long consultation and you can even say ahead of time that the maximum time will be 10 to 15 minutes or even less if necessary yes you are technically giving away your time for free but a simple consultation can bring in a lot of new business before making a large purchase people prefer to test the waters a potential client can look at your services but be unsure and hence pass you by with a free consultation you can reassure them that you are more than capable of assisting them it can't hurt to seek advice a half hour or so of your time on a specific day to chat with leads can be beneficial to your company getting more clients or customers will always be one of the easiest and quickest ways to do so the email marketing funnel can be used to collect more emails while also sending out sale offers to the same list you'll have a better chance of getting both repeat and new customers a lead capture page is simply a page that assists in the collection of leads also known as potential sales they typically lead to a sale you can use the membership funnel to allow members to join your page for free or for a modest cost after then you use your membership to promote your products and services it's simple and with a few clicks you can simply add a variety of membership add-ons to give consumers the impression that they're getting fantastic services for next to nothing when in reality you're only giving up a small amount of your time if you're not sure how to construct funnels clickfunnels offers a free two-week trial that includes 10 funnels a three-hour course and a fast start guide it's fantastic to have all of your tools in one easy to use package as an accountant you're undoubtedly already working a lot and using software on a daily basis what if you could reduce your burden by building an all-in-one website to better track your company's clients expenses and revenue click funnels is a fantastic tool for accountants many capabilities will be quite beneficial such as email integrations which allows you to send emails directly from click funnels to potential existing and future clients that sign up on your squeeze page event funnels if your accounting company hosts any events you can use this funnel to increase the number of individuals that attend you may also host webinars here to provide live streaming of your services to customers hangout funnels google hangouts may be integrated into your clickfunnels account this enables you to conduct live conversations and assist clients who require assistance landing pages when you visit a website the first page you see is a landing page some websites will direct you to a squeeze page before transferring you to the landing page once you enter your email address lead capture funnels this funnel collects information from a potential lead in the hopes of converting them into a sale in the future these are a fantastic approach to increase your customer base membership funnels if you have material on your website you may charge members for unique access you can even restrict access to certain areas of your site to users who provide contact information in any case you're gathering data sales page funnels a sales page is essentially a funnel that guides a customer through your website and to the checkout page squeeze page funnels when a visitor comes to your site a squeeze page will help you collect information from them this funnel will collect the potential customer's email address name and phone number simply put this procedure squeezes information from them upsell pages this is a page that appears just before the buyer completes their purchase you can sell them add-ons upgrades or even things that are relevant to what they just bought this increases the amount of money you make on each transaction you can also use this method to relocate smaller less expensive or less popular items one of the key worries for developing business is generating more revenue so how can you get the most from click funnels make online products that are appealing to the eye you might be wondering how you'll be able to achieve this because you're an accountant with no tangible product to sell you provide a service that may be utilized for a variety of purposes and people require it creating courses films articles or recordings that need someone to pay extra or become a member to access is a terrific method to make more money with little to no effort on your part you might produce an essay about the most common tax blunders made by businesses create a video that walks people through the fundamental procedures of filing their taxes and assist small businesses in lowering their tax payments and finding any tax write-offs available your potential market is limitless a potential client could be anyone from a working adult to a retiree even if customers never set foot in your business these side goods might bring in thousands of dollars in additional revenue they'll quickly pile up you can also send them emails with modest recommendations and information to entice them to visit your website and become potential customers have a sizable social media following on social media these days news travels like wildfire there are many sites to choose from but every social media platform allows you to create a free business account ads can be purchased for a low price and then you simply wait for the shares to accumulate soon people from all around the world will be able to see your company it's clear why clickfunnels is a fantastic solution for anybody but especially accountants you'll have all of your side goods in one location be able to advertise them effectively and attract a large number of potential clients to your accounting firm this simple software can help you save time and money while significantly increasing your client list so everyone that's it for today if you found this video useful please give it a thumbs up and leave your thoughts in the comments box below thank you for viewing and i hope to see you again soon

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