Add Restaurant Gift Certificate eSignature with airSlate SignNow

Assign roles, Get instant notifications and eSignature

hey guys I'm Jason Goldfinger with imagine time here to show you a quick glimpse into our brand new file sharing an e-signature platform accounts are required to securely send client documents but the technology created for that purpose is generally subpar secure file sharing tools haven't made it easy for clients to use the system resulting in low adoption rates and frustrating scenarios there are plenty of clients that have stayed with paper-based methods because they don't want to deal with the technology available to them a lot of your clients are not tech savvy and don't want to use a complicated client portal to access their documents a couple of times a year if you send a password-protected PDF they don't read the email telling them what the password is or they open it too late in the document has already expired the last thing you want in the middle of tax season is your client-side tracking you with a 10-minute phone call because they can't open their 1040 these files often end up going through email without any security on them whatsoever even if your client agrees to the risks of this scenario it is still illegal to do then once everything is completed and you need them to sign their 88-79 they either have to come into the office or they have to print sign and send it back in which case they'll need a scanner or a fax machine we created this file sharing platform to solve these issues so that you and your clients can send files securely so now that we've talked about why we created this solution I want to show you guys how this actually works so let's say that Tom Hanks is our client and we're gonna do something simple like send them is 1040 now I'm using outlook here it can get into this this email a few different ways you will actually be able to send files directly from your tax software into Outlook or to the client directly I'll show you that a little later but let's say you're in Outlook and you just have to send your client their tax return you're gonna have a few new buttons inside of your ribbon here so you'll see I have the imagine time logo a few times you guys won't we have one but whenever you click on that you'll have a few different options so in this case I'm going to click send files and to get a file in here it's just like a regular attach file option you can drag and drop or you can click to upload so I'll click on here and in his 1040 click next now before I send it out to the client I have a few different options of how they can access it you can send it as an open link just so you can click on and open it right up that's a good idea if you're...