Always meet filing deadlines, keep documents organized, and never misplace another contract or form by using a document management solution with electronic signatures.
IMPROVE CLIENT SATISFACTION
Concord’s intuitive and comprehensive interface is simple enough for clients to instantly pick up while still providing you with the capabilities you need to meet government requirements.
As an electronic return originator (ERO), you can get IRS e-file Signature Authorization forms 8878 and 8879 electronically signed by your clients when filing extension requests or individual income tax returns. These forms can be stored along with client tax returns and other documentation for any length of time at no cost.
Using e-signature technology helps eliminate postage costs and shipping effort while providing time-saving convenience for your clients.
Concord uses ISO 27001 and SSAE 16 certified data centers to protect your data from internal and external threats. To ensure privacy, user documents are stored using industry standard AES 256 encryption so only account holders and users they designate can access agreements.
KEEP YOUR CONTRACTS SAFE
Safely store your documents in our contract lifecycle management system for any length of time. All data is maintained on redundant and geographically dispersed servers to ensure its protection.
Concord uses SSAE 16/SOC 1, SOC 2, and SOC 3 compliant data centers. Agreements are secured using AES 256 encryption, so only account holders and invited users can access files.