Docusign Identify Integrations

Store, sign, and secure your documents on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle.

DocuSign is a versatile electronic signature platform that enables organizations of any scale to send, sign, and manage contracts and agreements conveniently from any device, at any time, and from any location. With a robust user base exceeding 250,000 companies across 188 nations, it supports the signing of diverse document types, such as school permission slips, business contracts, and various agreements. The platform accommodates multiple languages, ensuring accessibility for a global audience, and features a user-friendly mobile application compatible with Android, iOS, and Windows devices. Additionally, DocuSign provides a digital notarization service, empowering Notary Publics to electronically witness and sign documents, thus enhancing the efficiency of notarization processes for organizations. This seamless integration of electronic signatures and notarization makes DocuSign a comprehensive solution for modern document management needs.

M-Files stands out as a premier solution for automating knowledge work, aimed at empowering professionals to efficiently retrieve information, enhance their productivity, and achieve greater results. Its distinctive design, which leverages metadata, along with a robust workflow engine and sophisticated AI capabilities, allows M-Files to assist users in optimizing their processes, minimizing information clutter, and automating compliance and security protocols. Furthermore, by embedding automation and generative AI at its foundation, M-Files significantly boosts operational productivity, allowing knowledge workers to dedicate their efforts to more valuable initiatives such as innovation and strategic development. With a presence in 10 countries, M-Files proudly serves over 5,000 clients across 100 nations, showcasing its global reach and impact. For additional information, you can explore their website at www.m-files.com.

Think of PitBullTax as a business advantage for tax resolution professionals, because once you start using the software, you start solving cases faster. What PitBullTax does, in depth, is organize the entire lifecycle of a tax resolution case. Streamline the maze of tax resolution work into simple method you can reuse to deliver the fast, accurate and lasting solution your clients are looking for. Just add a new client and start working because PitBullTax takes care of the rest: - Fee calculation - Engagement letters - IRS authorization documents (POA & TIA) - Client portal - Case workflows - Questionnaires for your clients (so they can know what information provide you= - IRS transcript request and automatic analysis - Tax resolution evaluation - Scenarios to fine-tune your findings - Full representation support (including forms, a copy of the IRM, and response letter templates) - Receive alerts whenever IRS changes something on their side PitBullTax also includes support and customization tools for your practice: - History log - White-labeling - Document preview & annotation - Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive - API access - Case management, billing & payment processing And, via PitBullTax Institute, get tax resolution training several times a year that count as continuing education for your licence.

Navigating the world of contracting can frequently prove to be a complex, time-consuming, and costly task. Whether you're engaged in negotiations for a major deal with a client or sourcing vital resources for your organization, Docusign CLM simplifies the entire undertaking, resulting in a swifter and less error-prone experience. By automating numerous tasks, managing complex workflows, and removing barriers, you can significantly increase overall productivity. Moreover, standardizing processes not only enhances supervision but also allows your legal team to reclaim precious time. You can expedite the review process, uncover patterns and opportunities, and find answers to critical business questions. With just a click, document creation becomes a breeze with the help of templates and an extensive clause library, further streamlining your workflow. This intuitive approach not only conserves time but also fosters uniformity in your contracting practices, ultimately leading to improved outcomes and greater satisfaction.

Leverage customizable templates to rapidly craft bespoke, accurate, and aesthetically pleasing agreements, thereby elevating the flexibility, productivity, and compliance of your agreement management process. Seamlessly develop and adjust agreement templates while retaining the ability to embed complex logic. In just seconds, produce individualized agreements, enabling your team to focus more on client interactions. Furthermore, enhance data collection methods to ensure precision with specialized tools aimed at data-centric agreement development, leading to a significant boost in overall operational effectiveness. This streamlined approach not only saves time but also fosters a more organized and responsive business environment.

Incept by Antero offers a rapid loan and credit origination system that is meticulously crafted to suit your business needs rather than our own, making it the most sophisticated origination platform available in Australia. The tailored workflows integrated into our system facilitate an accelerated loan origination experience and enhance credit decision-making. Our software has been thoughtfully designed to seamlessly align with your brand identity through white-labeled product workflows, ensuring that your brand remains prominently visible to both customers and brokers alike. By utilizing interactive workflows, you can efficiently handle KYC requirements for both new consumer and business clients, leveraging real-time data sourced from third parties like GreenID and the Australian Business Register. Additionally, our built-in financial calculators simplify the complex calculations associated with various financial transactions, including those involving loans in arrears, advances, balloon payments, amortization, document processing, and broker fees, ensuring a smooth operational flow throughout the process. With these features combined, Incept by Antero positions your company for success in a competitive financial landscape.