Send from the document workflow
Launch a Annature signature request from AccountKit when the client document is ready.
AccountKit + Annature
Send the finished work for signature with Annature
Launch Annature signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.
AnnatureE-signingConnected to your practice
- 01Choose the document to sign
- 02Send through Annature
- 03Track completion and the filed copy
What connects
What you can do with Annature
See how signing is progressing
Use AccountKit’s e-signing dashboard to track requests without losing the surrounding client context.
Keep the completed document filed
The document-management workflow files the signed document back to its original location and notifies the administrator.
In practice
Take an approved document through to signature
Prepare the document, send it through Annature and follow its signing status from AccountKit until the completed file is back in place.
A Annature workflow
- 01Choose the document to sign
- 02Send through Annature
- 03Track completion and the filed copy
Your existing software, connected to the client work.
Connection setup
Bring Annature into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Annature access
Have the person who manages your Annature account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Annature to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Is every Annature feature available inside AccountKit?
No. This page describes the document-signing connection. Other Annature products or features should not be assumed to be included in AccountKit.
Can we see Annature with AccountKit before deciding?
Book an AccountKit demo and mention Annature. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Documents
SharePoint
Keep your Microsoft document library connected to client work.
Explore integration - Documents
FYI
Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.
Explore integration - Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration
Your practice + Annature
See how Annature fits your firm’s work.
Bring your Annature setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
