Ask Valerie, a subscription-based bookkeeping service, empowers DIY business owners with expert financial guidance while keeping them in control of their own records. When government regulations introduced stricter proof-of-identity requirements, founder and CEO Valerie needed a compliant and efficient way to collect electronic signatures—without the complexity or high costs of traditional eSigning platforms.

What challenges did you face in your organisation?

Before adopting Annature, Valerie used Adobe but found it unreliable. "Adobe could be clunky, and when proof-of-identity requirements came in, I needed something that could handle both signing and verification seamlessly," she explains. She also found subscription-based pricing impractical. "So many platforms charge high fees, even if you barely use them. I didn’t want to pay for something I wasn’t using every day."

After hearing about Annature in an online discussion among bookkeepers, Valerie decided to try it—and was immediately impressed. "It was incredibly easy to set up. I read the help guides, followed the steps, and within minutes, I was good to go," she shares. The pay-as-you-go model suited her business perfectly. "I love that I only pay for what I use. It keeps costs predictable and lets me focus on helping my clients."

How has Annature improved your processes?

A key benefit has been the ability to track documents effortlessly. Instead of searching through emails and wondering whether a client has signed a document, Annature’s dashboard provides real-time visibility. "It’s such a relief not having to dig through emails," Valerie says. "Everything is clearly tracked: from pending to signed, it’s all there. I can see where everything's at at a glance, and that's worth a million bucks to me."

This streamlined workflow has significantly reduced stress and improved efficiency. With a clear overview of document statuses, Valerie no longer second-guesses whether something needs follow-up. "It’s taken so much stress off my plate," she says. "I can focus on what I do best—helping business owners navigate their finances—without getting bogged down in paperwork."

For Ask Valerie, digital signing wasn’t just about compliance—it transformed how they manage client authorisations, creating a seamless, professional experience for both Valerie and her clients.
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https://askvalerie.com.au/