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Silverfin partners with Docusign giving accountancy firms seamless documentation in the cloud

January 20, 2025

Integration enables accountants to fulfil rapid signing in a single secured cloud workflow

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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https://silverfin.com/en-gb/resources/silverfin-and-docusign-integration/?utm_source=linkedin&utm_medium=Social&utm_content=Various

Silverfin, the cloud-first post-accounting solution, has announced a new integration with Docusign, the Intelligent Agreement Management company, to facilitate a smoother electronic signing process for accounting firms and their clients. With Silverfin’s solutions used by close to 1,000 accountancy firms in 16 countries, the integration will empower hundreds of thousands of accountants to securely access live trusted data, on the right document, at the right time, ready for signing.

The integration automates key aspects of the document signing process, allowing accountants to oversee the signing process from within their workflow, removing manual tasks and freeing up time to offer more strategic consultancy. This means accountants no longer need to invest hours in laborious documents and information transfers from their files into the signing system, eliminating duplication and wasted work.

Silverfin’s cloud-first post-accounting solution will connect to Docusign’s industry standard system via its open API. Whether it is tax forms or annual accounts that need to be notarised, the new integration will make the process more efficient, giving accountants valuable time back. Key information including the signatory’s name and role is automatically pulled over to the signing document, eliminating the need for manual input and reducing the chance of human error.

“This integration is key to our commitment to empowering accountancy firms to elevate the delivery and quality of their services. Connecting live data from their systems to the document signing process, means accountants can streamline their work and avoid duplication”, said Martin Nielsen, VP of Product at Silverfin. “As accounting firms push to deliver excellence for their clients, a seamless workflow and purpose-built tech stack are critical. By integrating our leading technology with Docusign’s top-flight e-signing software, we’re reducing friction within the accounting workflow.”

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