MyDocSafe integrates directly with BTCSoftware, an award winning tax and practice management suite for accountants.
Establish a connection
Login to your BTCSoftware account
Go to Administration -> Systems -> Options and then to Document Management System Options.
Select MyDocSafe and save the settings
Add a client letter and click “Send to Client for Review”
Click on ‘MyDocSafe’ button.
If you have an existing MyDocSafe account – provide your credentials and allow BTCSoftware access your account. If you do not – sign up first.
Once the connection is established, you will be able to send documents for approval by providing the email address of the recipient or publish documents to client portals. You can start using the connection immediately. However, please note that default connection settings may not be what you want. That is why it is important to review these settings in MyDocSafe.
Review and adjust settings for file archiving.
Be default, documents sent for e-signatue and their signed versions are saved in a BTCSoftware folder in your root directory in MyDocSafe. Also, documents published to client portals are saved in a ‘BTCSoftware’ portal group that is automatically created. The system creates a portal in that portal group and invites your client to it. This may not be what you would like to happen in case you use other portal groups for client communication. To make changes to these settings login to MyDocSafe, go to ‘…’->’company settings’->’integrations’-> BTCSoftware and edit the settings by specifying where to save signed documents and published documents.
Review and adjust settings for electronic signature options.
Please note that you can define global e-signature settings which will be applied by BTCSoftware. In order to access the settings go to "..." -> "Company Settings" -> "Esignature".
By default the option "Require user(s) to login before they can sign" is switched off. This means that your clients will receive an email with a link that directly leads to the document that needs to be signed. If you would rather want your clients to login to MyDocSafe before they are allowed to sign the document(s) please select this option.
Advanced considerations
You can embed e-signature field tags inside your client letters and engagement letters which can be automatically replaced with appropriate e-signature fields by MyDocSafe. Just add {#signature.1#} in places where you want your client to sign.
In order to enable the integration simply click on MyDocSafe button in BTC and provide your login credentials. From then on you will be able to send documents for electronic approval by your clients as well as publish documents to user portals.