Client Details
Legal name, DBAs, billing address, and tax identification to ensure correct invoicing and tax reporting.
A complete Business Consulting BC App reduces disputes, ensures consistent client intake, and clarifies billing and deliverables. It establishes responsibilities and timelines in writing, supports compliant recordkeeping, and creates a single source of truth for onboarding and project execution.
Keeping these roles aligned during completion reduces back-and-forth and speeds contract execution.
Legal name, DBAs, billing address, and tax identification to ensure correct invoicing and tax reporting.
Concise deliverables, milestones, and exclusions that set expectations and limit scope creep during the project.
Fee basis (fixed, hourly, retainer), payment schedule, and expense reimbursement terms to avoid later disputes.
Start and end dates, key milestones, and acceptance criteria that determine project pacing and deliverables.
Data handling, confidentiality clauses, and required security measures when sensitive client information is involved.
Authorized signers, dates, and witness or notarization lines where required by law or policy.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link, SMS code, or KBA depending on risk level |
| Signing Order | Sequential or parallel signer routing as required |
| Retention Policy | Automatic archival period and export options |
| Audit Trail Settings | Enable IP, timestamp, and action logging |
Ensure chosen platform supports your required integrations and preserves a legal audit trail for each signed BC App.
Provide W-9 to payer upon request (no fixed IRS deadline)
Issue recipient and IRS copy by January 31 each year
Individual tax filing deadline April 15 unless extended
FinCEN Form 114 due April 15 (auto-extension available)
Retain for 3 years after hire or 1 year after termination
Client returns completed BC App and any attachments for intake review.
Project lead and finance verify scope, pricing, and resource availability.
Authorized client signer executes the agreement and returns a signed copy.
Onboarding and first deliverable scheduling occur once signatures are complete.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Available (plan-dependent) | Available (plan-dependent) | Available (plan-dependent) | Available (plan-dependent) | Available on some plans |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |
| Criterion | Electronic signature | Digital signature |
|---|---|---|
| Definition | any electronic mark | pki-based cryptographic signature |
| Legal Status | accepted under esign/ueta | subset accepted; adds cryptographic proof |
| Non-repudiation | audit trail dependent | strong cryptographic non-repudiation |
| Typical Use | general contracts and approvals | high-assurance, regulated records |