Seamlessly meet compliance requirements and build client trust with Annature’s secure eSigning and ID Verification
Create, customize, and reuse templates for tax forms, engagement letters, and financial statements. Ensuring consistency across all client communications and saves valuable time by eliminating repetitive document creation.
Work with existing designed documents
Include repeat recipients
Verify client identities swiftly using our partnership with Stripe Identity. This not only ensures compliance with anti-money laundering (AML) and know-your-customer (KYC) regulations but also reduces the risk of fraud, giving you and your clients peace of mind.
Annature connects with accounting tools like Xero and MYOB, helping you sync client data and reduce manual entry. Simplify your workflow and maintain accuracy while focusing on delivering results for your clients.
Protect confidential financial documents with an added layer of security through two-factor authentication (2FA). By requiring clients to verify their identity via their mobile devices, you ensure that sensitive information is accessed only by authorized individuals.
Maintain detailed records of every document interaction with comprehensive audit logs. This feature provides transparency, aids in compliance audits, and helps build trust with clients by showing a clear history of their document transactions.
Seamlessly meet Tax Practitioners Board guidelines with Annature’s integrated ID Verification, simplifying your compliance process.
Enhance trust by providing secure, professional digital interactions that prioritize client data protection, showing clients that their sensitive information is in safe hands.
Reduce administrative tasks with streamlined eSigning, giving you more time to focus on delivering valuable financial advice and services during your busiest periods.
Easily add recipients, customise documents, and track signing progress. From sending to signed and delivered, we've got you covered every step of the way.
