
Premier Tax and Accounting Group
Learn how Premier Tax and Accounting Group successfully deployed BoldSign to capture client signatures.
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Explore the BoldSign features that make eSigning easier.
Explore the BoldSign solutions that make eSigning easier.
Industry
Payment Processing
Product used
BoldSign API
Region
United States
Use case
Scale their electronic signing process
Jason Meuter and James Herriott, developers at Payroc, a small private company, faced challenges with their existing document signing solutions. Frustrated by the complexities and hidden costs of Adobe Sign and DocuSign, they sought a more efficient and transparent alternative.
Their existing providers charged high rates, with both unclear pricing structures and hidden fees. Additionally, the process was overly complicated, hindering their productivity and workflow efficiency. This resulted in significant financial strain and uncertainty about the true cost of their document-signing operations. Their projected volume of over 12,000 documents annually meant they needed a more reliable solution.
Their search led them to BoldSign, where they discovered an intuitive API integration that promised simplicity and cost-effectiveness. BoldSign’s transparent pricing model was a “breath of fresh air” for Jason. Comprehensive documentation addressed their existing concerns, and they gained access to more options and features than they had before. In addition, they can download their audit trails to store internally.
Transitioning to BoldSign’s API brought significant cost savings. Previously paying almost three times as much per transaction with limited monthly allowances, Payroc now enjoys a flat rate per document, with no hidden fees. They also don’t have to pay to test their workflow or transactions anymore. This not only reduced their expenses but also provided clarity and predictability in their budgeting process.
“There’s nothing hidden with BoldSign, and I think that’s one of the most refreshing things. Everything you’re paying for is right out in the open and clearly defined.”
– Jason Meuter, Payroc
Impressed by BoldSign’s capabilities and attentive customer support, Jason and James plan to expand their usage further. As they look ahead, they’re “inspired to do some really cool user experience upgrades” with the time and money saved on development.
With BoldSign, Jason and James found a reliable partner for their document signing needs that is also budget-friendly. The simplicity, transparency, and cost-effectiveness of BoldSign’s API empowered them to streamline their workflow and deliver a superior experience to their users.
Want to learn more about BoldSign and try it out for yourself? Start a free 30-day trial today or request a demo.
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