GetAccept automates electronic signatures on an ongoing basis
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
Since we bought GetAccept we only need 3 minutes to be able to configure, send and sign our first documents online. It is the best software to make ourselves known and to start writing our digital signature in the market. If we do not have money to buy the licenses GetAccept allows us a free trial to test all the benefits before making such a purchase. GetAccept can be integrated with several programs and API configurations are done almost immediately.
Pros
- GetAccept gives us quick training options for all personnel who will be using this electronic signature software and everyone who has the proper authorization can leave the signature.
- GetAccept allows us to automate the collection of signatures for any report, project, or legal agreement that needs to be completed and can automate the payment for it if the client approves it as such.
- GetAccept makes the sending and forwarding of any document secure and fast, not to mention the automatic signing of the document itself.
Cons
- Sometimes you buy a GetAccept license and you get a higher charge assuming that we are buying for several months, this is then solved with customer support, but it is time that is wasted doing that kind of management.
- We need several functionalities that adapt both a Zapier and API integration, we demand an update or at least have an improvement in these cases.
- Improvements are needed in the verification requirements of the W-9 files as they require SSN or EIN or sometimes both, but can only skip the verification point with only one of them.
Likelihood to Recommend
GetAccept has shown great progress in the digital electronic signature market, we have had almost no problems since adopting it, although at some point we thought about stopping using the GetAccept server. It is very practical for both the client and the advisor using it. It has a very intuitive interface and the management is amazing.