PennyBooks is a digital accounting firm providing services to contractors, lifestyle businesses, and start-ups across the United Kingdom.
In these many months of working from home under lockdown, PennyBooks has been offering a life-saving alternative to old-fashioned paper-based accounting — a completely digital solution that comprehensively covers monthly bookkeeping, self-assessment, tax optimization, and much more.
Along with digital workflows for professional accountants, eSigning is an expected component.
Brendon Dallas, Founder of PennyBooks, London, United Kingdom
Initial pain points before switching to signNow
Before signNow, PennyBooks was using a single portal-based eSigning solution which was designed specifically for the accountants to share documents with their clients. Despite being a designated accounting-oriented software, this previous solution could not completely fulfill the demands of PennyBooks’ digital workflows:
“We are a fully digital firm and this solution was very clunky for us. It looked like it hadn’t been redesigned since the early 2000s,” says Dallas.
Thus, PennyBooks started looking for eSignature alternatives while keeping the following four prerequisites in mind:
- Document security and compliance
- Ease of process automation (ideally, a low-code or no-code solution)
- The ability to incorporate a logo and have personalized branding for all documents
- An interface that would be seen as user-friendly by any type of client
How did signNow meet these requirements?
Security & compliance
“We are able to ensure we are always compliant while still keeping the process simple and clean for all our customers,” notes Dallas.
“The ability to connect signNow to our other technology via Zapier was brilliant. Even for accountants like us, with no coding skills, we’ve been able to automate a lot of our onboarding and accounts finalization processes with the combination of signNow and Zapier,” confirms Dallas.
“signNow’s custom branding is perfect for us. We have a distinct brand that we’ve invested into and the ability to seamlessly integrate it with signNow is a marketing opportunity that sets the tone of the relationship from the very beginning of our communication. For a client eSigning their engagement letter with us, this would be one of their first impressions. We have to get off to the right start with them in terms of the look and feel of our brand,” explains Dallas.
Lightweight interface & intuitive UX
“Compared to where we came from, the look, feel, and usability of signNow is a major step for us. The experience we are offering to customers when it comes to eSigning documents is part of our brand now. We can truly delight our customers with signNow,” says Brendon Dallas. “I would highly recommend signNow to any business looking to streamline their document signing process and delight their customers while doing it!”