Digital identity software vendor VirtualSignature today (20 July) announced that its SmartSign application now integrates with the P4W practice management system, which is part of the Advanced stable after its acquisition of Tikit in 2020.
The new integration has been developed in collaboration with Xperate, the software development company founded in September 2021 by Simon Hill and Mark Garnish, who were previously CEO and COO of Tikit respectively.
P4W user firms can, from today, use the SmartSign eSignature application, which will allow the issue of documents for eSignature from within the workflow of P4W, without the need to go out to another platform. VirtualSignature was formerly called SiNERIX but rebranded in the summer of 2020 with an upgraded eSignature and digital onboarding platform.
The ambition with this integration is to meet the need for P4W case workers to reduce admin time by not going out to other platforms or systems and to reduce the potential for errors. Firms can brand communications sent to clients and send clients SMS notifications.
VirtualSignature, which is hosted in Azure, integrates with iManage, MS Dynamics, Eclipse Proclaim (now part of the Access Group), and LexisNexis Visualfiles.
David Kern, CEO of VirtualSignature, said: “Through this integration, P4W users will now have access to and benefit from one of the most advanced eSignature platform applications, specifically developed for professional firms. We are confident that it will deliver improved efficiency and savings to P4W users as they look to further automate their digital onboarding processes.”
He added, “The modular design of the range of Smart Onboarding applications means that firms can start small and expand as their needs grow or as they look to automate more parts of their onboarding process. The initial SmartSign integration can be built upon to include dynamic, responsive fillable SmartForms and SmartCheck iD-Validate, a remote working application designed to qualify electronic signatures and digitally confirm the identity of clients in seconds. It will also include Right to Work checks, AML (PEP’s & Sanctions) and Source of Funds/Source of Wealth checks.”
As part of the announcement and launch of the SmartSign service, VirtualSignature is offering P4W users 25% free eSignatures if they register using code P4WJUL22 and purchase the integrated solution by 30th September 2022.
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