Penneo and Anlisa have joined forces to help accountants reduce manual administrative tasks through intelligent automation. The increasing workload in the accounting sector is a challenge, but our integration streamlines repetitive processes, freeing you up to focus on higher-value work.

Key features & benefits:

• Streamlined client onboarding: Anlisa allows you to easily create quotes based on document volume and service levels. Once a client chooses a package, you can generate the engagement letter and send it directly for a digital signature via Penneo, no matter where your client is.
• Complete process overview: You no longer need to manually track which quotes have been signed. The integration provides a complete overview in one convenient dashboard. The system automatically sends reminders to clients for unsigned documents, so you don’t have to.
• Automated document management: All engagement letters and agreements can be digitally signed via Penneo. The system automatically tracks the signature status and securely saves the signed document in the correct digital location.
• Efficient and secure signing: Use Penneo’s trusted digital signature platform to simplify the process of reviewing and signing important documents like annual accounts and engagement letters.

This partnership is designed to reduce your administrative burden, ensure a predictable revenue stream, and provide a seamless digital experience for both you and your clients.