Ask the Accounting Community

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

I am not sure if it was a company created tool or something available from Microsoft but we utilize a plugin for manual recs called a tickmark tool which creates a comment, callout, or signoff with the user credentials and date based on buttons in the Excel ribbon.  For automated recs we utilize an Oracle based solution that captures workflows for approval.  If I had a small team and was part of a smaller company, I might consider keeping them Excel based and adding additional MRE throughout the rec but utilizing a text based approval with the MRE supporting your actual review

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

We are using DocuSign

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA

All of the monthly account recs, reviews, etc that we keep for internal control purposes are printed, signed, and stored in a file cabinet. I'd like to get away from paper based record retention and incorporate digital signatures into the workflow.  Simply scanning the physically signed document at isn't enough because it adds a step to the process instead of making it easier.  I also don't want to copy/paste an image of my signatures because I think that defeats the purpose of a signature.

We are a private company and I have a small team - what's a good solution for say 5 users? 

TIA