Countrywide Legacy introduces secure document sharing and electronic signing for clients

Countrywide Legacy introduces secure document sharing and electronic signing for clients

At Countrywide Tax and Trust Corporation Ltd, we strive to be ahead of the curve in technology and innovation. We are working harder than ever to ensure our services are better and more efficient, so that in turn, you are able to offer an improved service to your clients.

As part of our ongoing technological developments, we are pleased to announce that we have added a new feature into our Countrywide Legacy software that allows all documents generated in the software and all files saved locally on your desktop to be shared directly with clients. We are certain that this will make the process of sending, receiving and signing documents easier and more efficient for both you and your clients.

This development will provide you and your clients with a more secure method of sending and receiving documents. As we all know, sending things via email is no longer considered to be secure, so this will provide you with peace of mind that your client’s important documents are not at risk.

It will also make the process of sending documents easier; everything can be done directly from the Legacy Software. Alongside this, the electronic signatures feature means that your clients can save valuable time by signing their documents there and then. We are also looking at adding more documents to the electronic signing feature, meaning you will soon be able to send a wide range of documents to your clients for signing.

In addition to all of these benefits, ALL documents drafted in the software and sent to your clients for signing will be automatically stored in the Cloud. The documents will also be automatically sent to the secure client portal, so they can be accessed easily by clients. You and your clients will be able to see a complete trail of when documents have been accessed or signed, so you are kept up to date with the progress of the documents.

There is no need to scan or copy documents, everything is automatically saved for you!

We are exceptionally proud of the work we have done to make Countrywide Legacy the best it can be. We hope that this new integration will continue to make our services better and faster, so you can continue to offer the highest quality service to your clients.

What are the benefits?

Document Sharing

  • Documents that require signing electronically (alongside the ID process) can be sent with the ID request, making the process easier and less time consuming for you and your clients.
  • All documents drafted in the software will be stored in the Cloud and will also automatically be sent to the secure client portal, allowing you and your clients to access them easily.
  • You will receive notifications of each stage of the process within the software, allowing you to keep up to date with your client’s progress.
  • Both you and your clients will be able to see a complete ‘audit trail’ of when the documents have been accessed or signed.
  • Signed versions of documents will be automatically exported to Countrywide Legacy, saving you time and ensuring files are all in one place.

File Sharing

  • The ability to upload ANY locally saved file to store in the software, making sure that important documents can be kept safe until needed.
  • The option to send files to clients to fit with your processes (welcome letter, company info etc.), ensuring your clients will have all the information they need.

So if you haven’t yet signed up for our Legacy Software, what are you waiting for?

Contact our New Entrants department today to get your membership up and running: 01926 514 390 ext 9170 or [email protected]

 

This article was submitted to be published by Countrywide Tax and Trust Corporation as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

CTT Group

http://www.countrywidegroup.co.uk/

 

 

 

 

 

 

CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community.

Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors.

CTT Group is made up of six areas:

CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients.

CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs.

CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group.

CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice.

CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey.

CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business.

Click here for more information: https://ctt-group.co.uk/

Contact: CTT Group Tel: 01926 514 390

Email: [email protected]

Address: CTT Group, Gables House 62 Kenilworth road Leamington Spa CV32 6JX

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