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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

With a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal.

Description

Welcome to the era of digital document signing! With TaxCalc's eSign Centre, the process of securing client approval for tax returns, VAT returns, and various other documents is streamlined and efficient. You can easily send an electronic version of the document to your client, who can review and sign it at their convenience, and you'll receive instant notifications to proceed with submission. Thanks to our reliable SimpleStep workflow, preparing documents for electronic signatures has never been simpler. Clients enjoy the flexibility of signing on any device—whether it’s a smartphone, tablet, laptop, or desktop—from anywhere and at any time. The pricing is based on envelopes, allowing you to purchase them in blocks, which means the more you buy, the cheaper each envelope becomes. Additionally, you can upload PDFs saved externally and TaxCalc-generated documents, now including Companies House Forms, into eSign envelopes, which helps you move closer to achieving a completely paperless office environment. This innovative solution not only enhances efficiency but also supports a more sustainable approach to document management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Airtable Yes 
Canva Yes 
Dropbox Yes 
Figma Yes 
Google Drive Yes 
TaxCalc No 
Trello Yes 

Integrations

Airtable No 
Canva No 
Dropbox No 
Figma No 
Google Drive No 
TaxCalc Yes 
Trello No 

Pricing Details

$9 per month
Billed monthly or annually
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SuperOkay

Country

United Kingdom

Website

superokay.com

Vendor Details

Company Name

TaxCalc

Founded

2000

Country

United Kingdom

Website

www.taxcalc.com/esign

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration Yes 
Document Management Yes 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management Yes 
Version Control No 
Workflow Management No 

Product Features

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

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