Financial Document Automation

Now, there’s a more secure way to handle clients’ financial information. Collect eSignatures and customer data with easy financial forms from OnTask.

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Benefits of Document Automation for Financial Services

Speed Up Application Approval Processes

Create automated workflows that send documents to applicants, so they move through the pipeline seamlessly.

Automate eSignature Requests (and Reminders)

Spend less time chasing signatures and more time working with customers, thanks to OnTask’s automated eSignature requests and reminders.

Build Documents Using Templates

Never create another contract, agreement, or report from scratch again using OnTask’s library of pre-built templates.

Protect Customers’ Sensitive Data

Send and receive customer documents without worry of lost or compromised data when you use OnTask’s encrypted software. 

Jump in with Financial Document Automation

Tired of creating and uploading documents repeatedly? Now, you don’t have to. Tap into OnTask’s template bank, which has privacy agreements, invoices, tax documents, request forms, financial statement collection docs, and more.

Collect Secure Signatures and Data with OnTask

Ensure Compliance with Regulatory Requirements

You manage your paperwork. We’ll handle compliance. OnTask protects your customer’s data and provides complete transparency under SOC 2 and CCPA requirements.

Process Payments without Security Risks

Process payments securely through Braintree, our partner for processing, storing, and transmitting card payments.

Authorize Who Can Access Documents

Control which documents are accessible and designate roles to authorized personnel to maintain collaboration across teams.

Protect Customer Data Using Encryption

Send, receive, and store financial documents with peace of mind using OnTask’s military-grade encryption. 

“It was so seamless that we made our deadline for when we wanted to send out everything. I don’t think it could have been any more simplistic, from a user side, as well.”

Jennifer Zorn, Senior VP and Director of New Jersey Bankers Association

HubSync Integrates Forms & Signatures with OnTask API

HubSync needed a way to integrate document assembly and workflow automation into their new digital product for CPAs. See how we got them to market faster.

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Streamlining Financial Documents for All Roles

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Get ahead of tax and bookkeeping tasks using automation to create documents and request forms from clients. Then store it all in a secure cloud you and your clients can access from anywhere.

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Managing and analyzing company financials for tax compliance and well-being is time-consuming, especially when done manually. Never deal with lost paperwork or slow processes using OnTask’s automation and eSignatures.

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Finance Associates

Prepare and review financial documents faster using OnTask’s template library and “team hub.” Cloud access to records makes it easier to revise and update financial reports on the fly. 

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Finance Lawyers

Help your clients make great deals using OnTask to simplify document requests and contract creation. With our template and automation features, workflows and deal closings are fast and secure.

Loan Officers

Get loan applicants approved faster using automated workflows to send documents for eSigning. Endless paperwork delays are a thing of the past when you use OnTask.

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Tax Examiners

Spend less time chasing documents and signatures and more time analyzing financial data. With automation from OnTask, you can gather and store documents for analysis, making audits faster.

Easy Financial Document Signing

What if you could make capturing consent and information from customers more convenient? We’ve got you covered with our flexible eSign API that integrates directly into your website or application.

OnTask Integrates with Your Financial Document Software

No need to disrupt your current workflows on Salesforce or QuickBooks—OnTask’s API integrates with various finance tools, so you can get signatures and access documents with the tools you already trust.

Manage Your Financial Documents with OnTask