DocuSign

Complete approvals and agreements by obtaining digital signatures in an IRS-approved way

DocuSign Details

Price Starting at $10.00
Rating 4.5/5 based on 2462 reviews on G2
Business Function
Industry
Compatibility QuickBooks Online, Xero, Lacerte, ProSeries
Developer DocuSign

What is DocuSign?

Established in 2003, DocuSign is the leading document management and e-signature platform. It is a cloud-based solution that enhances client collaboration by giving them an online portal to review and sign documents. All you need to do is upload the file to DocuSign and send it to the right recipients.

You can always edit the document, even after sending it to the recipient. Moreover, DocuSign allows you to send the recipients a private message or add an access code.

DocuSign also offers a high level of customization. Businesses can customize the signing page with their brand logos and themes. You can also edit the signing document by adding specific fields, such as signature, stamp, or initial. Moreover, when signing a document, you can set parameters for the recipient, such as “needs to sign” or “receiving a copy.”

DocuSign helps you manage signatures, documents, and contacts on a unified platform with advanced security parameters. It offers a 30-day free trial to experience seamless document signing on the cloud.

Key Features of DocuSign

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Custom Branding

Customize the email notifications and signing pages to enhance your brand reputation. Add brand logos and color schemes to create personalized themes.

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Identity Verification

Ensure a secure signing experience with AI-based identity verification like liveliness detection, Knowledge-Based Authentication, and identity-proof upload.

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Document Generation

With DocuSign, you can create customized agreements with pre-defined templates, saving time. You can also select or remove fields from templates as needed.

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Third-party data fields

Connect your fields to data from third-party systems. eSignature will automatically transfer data between your document and these systems, saving you from manual entry.

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Data Security

DocuSign deploys advanced security measures, such as DDoS mitigation, multi-factor authentication, and incident reporting, to ensure secure document storage.

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Signing Groups

Specific documents need to be reviewed by the entire team. DocuSign enables you to send documents to multiple recipients and have them signed by anyone on the team.

DocuSign on Ace Cloud Hosting Platform:

DocuSign provides an online platform for e-signing and storing documents, while Ace Cloud Hosting offers a secure, high-performance infrastructure for hosting desktop applications like QuickBooks, Lacerte, and ProSeries.

Integrating DocuSign with these apps streamlines business processes, reducing manual work and errors. Hosting them on Ace Cloud Hosting ensures:

24-7-support

Dedicated Support

Ace Cloud Hosting’s support team offers dedicated 24x7 customer support, including weekends and holidays. You can get in touch with us via phone, chat, or email in case of any issue or query.

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All-time Availability

We offer an SLA-backed 99.99% uptime guarantee for all customers. Our business continuity and disaster recovery plan ensures uninterrupted operations, even in the event of a crisis or disaster.

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45-Day Backup

We offer a 45-day data backup as part of our services at no additional charge. The data is backed up automatically daily on our secure cloud servers. We offer a rolling data backup.

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Advanced Security

Our multi-tier security infrastructure ensures complete data security at different levels. This includes security safeguards, such as data encryption, multi-factor authentication, IDPS, firewalls, and more.

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Ultimate Performance

Our high-performance computing server environment ensures a desktop-like experience, even from remote locations and mobile devices. Add multiple users and run any number of apps simultaneously without lag.

scalability

On-demand Scalability

Scale your applications and data according to business requirements without worrying about capital IT expenses. Your pricing plan is upgraded accordingly, and we ensure you pay only for what you use.

Steps to Integrate DocuSign with Lacerte Tax Software

You can use the eSignature Dashboard on Lacerte to request and track your digital signature requests quickly. Here are the steps to request a new one:

Step1
access

On your Lacerte tax software, go to E-File > Intuit eSignature > Request eSignature .

Step2
select-list

Select documents for which you need digital signatures.

Step3
customized

Review and customize the email message. Set reminders and expiration options if needed.

Step4
click-yes

Click Send to initiate the DocuSign process.

Frequently Asked Questions

Does Docusign integrate with QuickBooks Desktop?

No, DocuSign does not offer integration with QuickBooks Desktop. However, it integrates with QuickBooks Online.

Yes, DocuSign is a cloud-based e-sign and document management platform. Documents to be e-signed can be uploaded and sent to clients.

DocuSign ensures complete data protection by complying with regulations such as ISO 27001, PCI DSS, SOC2, and CSA. It also deploys advanced security safeguards, such as 256-bit data encryption, penetration testing, auditing, multi-factor authentication, DDoS protection, code review, disaster recovery, and more.

Yes, DocuSign offers a 30-day money-back guarantee for all annual plans, be it Personal, Realtor, Standard, or Business Pro. However, if you have subscribed to the monthly plan, just cancel the subscription, and you will not be charged for the next month.

Yes, you can sign up for a free DocuSign account. In the free account, you can upload the documents and e-sign them. You can then send the document to the recipient. The documents remain stored in the cloud, even in the free account.

Almost all types of documents can be signed electronically, including PDFs, Word, and Excel Spreadsheets.

Yes, electronic signatures created with DocuSign are legally binding in many countries, including the United States, under the ESIGN Act and the UETA, as well as the European Union's eIDAS regulation. They carry the same legal weight as traditional handwritten signatures.

DocuSign offers various types of identity verification and authentication methods, such as Knowledge-based authentication, electronic IDs, and multi-factor authentication.

Reviews

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I love the ease of being able to sign a document electronically and send it to other signatories. It is seamless and easy. I like that I can see the progress of the document in terms of which signatory needs to sign it.
Review Ong2
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It's easy for me to set up contracts to sign. It's easy for other people to execute on their desktop or mobile devices. This makes getting contracts completed easy for everyone.
Review Oncapterra-logo-fr-rating
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DocuSign is the most credible and reliable esign software in the industry. It offers the best interface for both senders and signers, and has incredible back end features to manage documents.
Review Onsoftware-advice