Unlocking Online Signature Legitimateness for Accounting in United Kingdom

How to eSign a document: online signature legitimateness for Accounting in United Kingdom

this week on launch gather eSignatures straight from quickbooks online we're talking through the highest impact ways to advertise and a murder mystery adventure for your accounting firm there has been a murder and you are a suspect okay hang on just sick let me settle in and i'll be right back very good oh it's gonna be a fun one come on in and get some launch [Music] practice management tool canopy has a new 11 million round of funding this is their ninth funding round and they've raised a total of 112 million dollars to date 112 million dollars let's just put that into perspective take these glasses here if these glasses were a dollar and you put these glasses side by side they would stretch from where i am in oregon clear to tokyo japan back to oregon and over to maxwell nebraska either way good on you canopy for making it happen so what are they going to do with the money an interview with accounting today canopy ceo and surname enthusiast davis bell said they'd be using the money to double down on refining the existing product it sounds like they're moving up market to the 11 to 50 employee firm size and making the product more robust for those larger firms now if you aren't familiar with canopy they're among the og cloud-based practice management offerings they've got project management time and billing client portal all the goodies you'd expect but they've also had a really unique tax resolution offering as well basically a tool that navigates you through best practices for responding to different types of notices now if you recall back in 2019 canopy launched their own tax prep software it was huge news because well let's be real tax software is well they did release the product in beta they ended up having to pull the plug toward the end of the year the ceo confirmed in their interview with accounting today that they aren't yet diving back into the tax prep tool but it is something that's still on their radar please so congrats to canopy on the new raise learn more about this one over at canopytax.com viral loops a company that makes infectious breakfast cereal what's that a company that makes referral marketing software just launched a newsletter referral utility pop quiz time what is the best way to promote your accounting firm nope no correct answer your email list i know super boring answer but think about this what is a client more likely to do make a referral to an accounting firm or share an email with something helpful in it be too correct answer is the second one and i'm not talking any old email list not just a mass export of every client email in your business a list for the type of clients you work with a list for your taxidermists a list for professional sign spinners for arm wrestlers whatever your niche is tailor your boilerplate content a bit to speak to that group and they're gonna eat it up much better than boiler content that goes out to your entire client base what was i talking about before viral loops now how do you use a tool like this to take your email newsletter game to the next level you build your own partner program track referrals within your newsletter and offer exclusive perks for your champions the clients referring new people your way a newsletter referral system is a really easy way to do this it's a low-risk way for your clients to share your content with their peers and from a technical standpoint it's super easy for you viral loops will connect with virtually any email marketing platform lets you manage these referrals across multiple different newsletters if you've got several niches and you can build out totally automated rewards and giveaways build out an entire loyalty program to incentivize sharing with your peers viral loop specifically this one starts out at 34 a month check it out at viral loops dot com big news here from our fearless accounting leaders for the first time eSignatures are built into qbo it's a partnership with to let you send out quotes and collect signatures which seems pretty smart to me we learned about this one from a recent blog post and they've even put out a youtube video to walk you through setup hi this is jason from the quickbooks team the newest signature connector basically you connect your to qbo you log in with your account and then when it comes time to send an estimate you're going to have a save and send with option now simple as that kind of i'm a little concerned about this bit once the customer approves and signs the estimate its status automatically updates in in quickbooks you can monitor the progress of estimates from manage in select the link to see the estimate in where you can check on its approval status i don't want to check the status and i want to check status in qbo i think that means it doesn't actually update qbo when it's signed that's right work in progress let's check out what the early feedback looks like on the quickbooks app review ooh no one but an admin can use it need admin access level missing important docs hope you like nachos what does that okay so definitely a work in progress i do like the idea of being able to push out eSignatures from the accounting software but see if you notice and send with did you hear it and send with one more time and send with the button doesn't say send for eSignature it says send with and you don't get your brand name in quickbooks ui just for being a swell eSignature solution now what would be better how about the button says send for eSignature and let me connect my own eSignature provider just like you could bring your own payment processor for invoices or your own payment issuer for accounts payable oh they don't so you can't so to take this one for a spin grab that account and head over to the quickbooks app store let's be real accountants are not naturally drawn to culture building hey sometimes you have to manufacture the fun so check this one out a murder mystery game called you done it and it actually works either over zoom or in person basically you answer some props where's my plant i'll be back okay okay real funny guys you did this right basically you answer some prompts to customize your murder mystery game for you and your team takes less than 15 minutes to set up and everyone can play on their phone or via physical like paper printouts seems like a great way to try to build some culture [Music] there's a version for groups of six to ten players and they've got a version in the works for larger groups of 12 plus players this one's got a little more polish than the other games i've seen like this recently right now you're going to pay 15 bucks for the 6 to 10 player version check this one out over at udashdunit.com okay but really where did the plant go i got to shoot the rest of this the plant doesn't just go running off on its own ever recorded a thing in a video to show someone how to do something me too turns out transitioning to virtual work means a lot of giving directions to people on how and where to click on stuff previously hey steve is a good time to show you that quickbooks thing yep up up a little more warmer warmer okay there you go yep click right well here's a little tool that i think will actually make some of your explainers a little bit better it's called show keys what does showcase do okay it's a nifty little chrome extension that shows an image of any keys you click in the corner of your browser window so if you're walking somebody through a tool using keyboard shortcuts especially stuff like that it's going to be much easier to follow like blurweb which is an extension we talked about last week this is one i'm probably gonna leave just disabled in chrome then flip it on when i'm gonna record something this one is free check out the link to the extension in the video description below do you enjoy being inundated with a completely unrealistic volume of technology of course you do you're watching launch right well i've got bad news it's going to get worse before it gets better the rate at which new software is rolling out is just going to keep increasing making discovery harder by the day whatever will we do well here's one tool that can help g2 just received a fresh round of funding and it's my favorite place to benchmark mature sas apps against each other here at launch we talk about new tech but what if you need a library of what's already out there and want to see what people are using they have categories for every type of software imaginable check this out wow lots of categories right but wait there's more every single one of these has a load of subcategories and it's a handy way to quickly take stock of the leading tools in a space seems neat but can you trust it let's put it to the test best accounting software i'll be the judge of that what do we got here quickbooks online first one four out of five quickbooks desktop 4.3 out of 5 hot take g2 sage intact netsuite what desktop enterprise freshbooks blackline zero 4.3 out of five what was qbo another hot take g2 hakuna matata qbo advance 4.5 out of 5 who's happy to have to upgrade qbo advanced passes the sniff test for me congrats to g2 on the raise check this one out over at g2.com [Music] thanks for coming by like and subscribe [Music] you