Unlocking Digital Signature Legitimateness for Accounting in the United States

How to eSign a document: digital signature legitimateness for Accounting in United States

This is Maya. Maya is a partner in a firm  that provides accounting, auditing, legal,   and advisory services to a wide range of clients.  Maya and her team handle different processes for   their clients on a daily basis, from onboarding  and client acceptance to issuing annual reports.  Administrative work tends to take up most of  Maya's team's time, which can be frustrating.   Take the annual report. Maya and her team spend  time sending documents and manually following   up to make sure everyone signs, which is  a time-consuming process. Maya decided   to implement Penneo to automate client-facing  processes, better monitor document workflows,   and free up time to spend with clients providing  value-adding services. Using Penneo's KYC and AML   solution, Maya can perform the risk assessment and  compliance checks, and request the documentation   needed from her clients and our system will take  care of everything. With this process,   Maya can be confident that she meets regulatory  requirements and complies with Know Your Customer   and Anti-Money Laundering laws. Once the identity  of a client has been verified and the engagement   letter has been signed, Maya can start working for  the client. Signing annual reports digitally means   Maya and her team will save time on manual work.  Penneo protects against document tampering and, at the first sign of such an attempt, Maya  will be informed right away. Additionally,   when the annual report reaches the auditor's  desk at the last stop, they can rely on the   audit log which tracks all activity as a part of  the firm's proof of compliance. With Penneo, Maya   is in full control of her document workflows. On  top of that, Maya's clients are much happier too.   Penneo is convenient to use and they enjoy  being able to sign with their electronic ID   from anywhere on the go. Maya is so satisfied  with Penneo that she's recommended it to other   departments too. All board documentation, meeting  minutes, and other internal and external documents   are now handled digitally via Penneo. HR is able  to get employment contracts signed much faster   and candidates get a more integrated experience  that supports the firm's branding. Penneo has   helped Maya and her firm save time on manual work,  increase security, ensure regulatory compliance,   and improve the client and candidate experience  by automating critical business processes   and document workflows. Ready to improve  the way you work? Get started with Penneo!