“Engagement letter and power-of-attorney used to be a printer errand. Now clients sign from their phone before their first call.”
Cosa non funzionava
Tax work is driven by deadlines and paperwork — engagement letters, powers of attorney, authorisations to file on behalf of the client, and the endless seasonal run-up to filing day.
Paper routed through the post meant every new mandate carried a week of lag before the advisor could act. Repeat clients signed year after year, which multiplied the cost.
Come usano letssign.now
Zepf moved the mandate pack to letssign.now templates: engagement letter, power-of-attorney and data-consent all land on a branded signing page keyed to the client.
Recurring annual signings reuse the template library, so returning clients sign a single link in under a minute.
- Template library for mandate + power-of-attorney
- Zepf-branded signing page with firm contact
- Audit-trail export for tax-authority queries
- Automatic reminders in the run-up to filing deadlines
Cosa è cambiato
New-client mandate acceptance now averages seven minutes from email open. The postal loop is gone for every client willing to sign electronically.
The firm takes on more clients per filing season — the capacity lift is mostly the partner time reclaimed from chasing paperwork.
Engagement letter and power-of-attorney used to be a printer errand. Now clients sign from their phone before their first call.
Altre storie clienti
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PharmaPharmacy supply agreements used to sit on printers for a week. Now they round-trip in an afternoon, signed, timestamped, filed in our DMS.
HealthcareFamilies arrive with a folder of paperwork. Now the care agreement, data consent and proxy form are signed before they leave — on a tablet, in the room.
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