With the integration between Penneo and Ratios, you get a comprehensive solution that streamlines your digital signing and document management workflows.

Benefits:

The integration between Penneo and Ratios is designed to make your workday smoother and more secure. With automated workflows and real-time updates, it’s easy to keep track of everything, from getting signatures to managing your documents.

  • Effortless digital signing: Don’t worry about who needs to sign what, or in what order. The system handles the entire process automatically based on roles, saving you time and minimizing the chance of errors.
  • Seamless document management: Send engagement letters for signing directly from Ratios. Once they’re signed, the documents are automatically updated and filed on the client’s profile. It’s an efficient, secure workflow with no manual steps.
  • Real-time status updates: Always know where things stand. You can track the status of your documents in real-time, directly from Ratios, so you can quickly follow up whenever you need to.

About Ratios

Ratios is a dedicated platform built specifically for accountants and auditors who want to optimize their workflows and streamline their business. It’s a single platform that connects all the moving parts of your firm—your clients, your staff, your ERP, and your signing processes.

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