Valor Payroll Solutions is an independent full-service payroll, timekeeping, consulting, and human-resourcing service. It helps small businesses set up and navigate the complex world of payroll—with modern technology and specialized support.
Printing, signing, and scanning documents was impacting everything from turnaround time to payroll registration, which was incredibly inefficient.
With documents distributed electronically, clients can now sign anywhere, anytime, on whatever device they choose.
Thanks to HelloSign, Valor Payroll Solutions has reduced client onboarding time from weeks to minutes by adding eSignature functionality to its workflows.
Reduced signing time from weeks to minutes
Improved internal productivity with templates, reminders, and document tracking
Streamlined the client onboarding experience
When it comes to payroll, Form 8655 is crucial for initiating a dialogue with the IRS and getting the authority to act on behalf of clients. And as a solution for small businesses in the US, Valor Payroll knows all too well how delays in obtaining new-client signatures for IRS authorization forms can snowball into larger payroll issues. Without official authorization, Valor can’t act on behalf of its clients, which ultimately means it can’t pay clients’ employees.
Onboarding delays were a problem that Christina Hageny, founder and president of Valor, wanted to avoid when she launched her business in 2020. To solve the client onboarding problem, Christina first identified a root cause: the outdated way clients received, signed, and returned documents. “Whoever we needed to get paperwork from either had to purchase some sort of expensive software on their own or they had to manually print and scan documents,” explains Christina. This often meant forms could take weeks to be returned.
Valor Payroll Solutions knew it needed a faster and easier way to onboard clients. That’s when it turned to HelloSign to help securely streamline the signing process—making it easier to send documents, obtain client signatures, and get timely IRS authorizations.
“What used to take weeks now takes a matter of minutes … just knowing I can send it and forget it, and know that as soon as the client sees it, it’s coming back to me signed. It’s a game-changer.”
Using HelloSign, Valor Payroll Solutions electronically sends all of its IRS authorization forms, which eliminates the slow print-sign-scan process. And because HelloSign doesn’t require any additional third-party tools for signing, Valor’s clients can sign from anywhere on any device in a matter of minutes. “Using HelloSign makes life easier on my clients. They can do it on their phone; they can do it on their computer, any device with internet. Regardless of their industry or technological capabilities, they can still get things signed, and do it very quickly,” explains Christina.
Even when clients forget to sign, HelloSign helps Valor get crucial documents completed fast with automatic reminders. Rather than spend time wondering if a document has been received and sending follow-up emails to the client, HelloSign tracks every document sent by Valor for signature and automatically issues reminders when documents go unsigned—ensuring that authorizations are signed and Valor can process new clients’ payroll on time.
As well as saving Valor from chasing down unsigned paperwork, HelloSign makes it quicker to prepare documents and send them to clients. With HelloSign reusable templates, Valor can fill in client-specific details and send out forms in just a few clicks—without having to format new documents every time.
What’s more, because almost every document that Valor handles and sends out contains sensitive information, security is always a top priority. Physical forms are easily lost, misplaced, or filed incorrectly—which puts clients’ data at risk. But by using the HelloSign + Dropbox integration, Valor’s documents are automatically stored securely online and protected by two-factor authentication (2FA)—so important data never falls into the wrong hands. “From a security perspective, HelloSign helps because I know everything is safe and people cannot access the data. It also integrates directly with Dropbox, so it eliminates the need to do anything with PDFs and email,” explains Christina.
With eSignatures implemented across the Valor Payroll Solutions workflows, clients can now sign anytime, anywhere, which reduces the turnaround time for mission-critical documents to a matter of minutes. Christina explains, “We’re talking a 10-second turnaround for getting one of our most important forms signed, instead of waiting a week, two weeks, or longer and having to do multiple follow-ups.”
Instead of spending hours creating documents and waiting for them to be returned, Valor now uses custom templates and sends them out for signature in minutes.
With secure storage, 2FA, and easy integration with Dropbox, Valor’s customers can rest easy knowing that their important information is safe from bad actors.
As Valor has grown and evolved, so too has its use of HelloSign. In the future, Valor plans to expand usage, taking advantage of unlimited templates to improve efficiency and provide a paperless onboarding experience for all of its clients.
Whether it’s streamlining the onboarding process, fast-tracking payroll registration, or simply giving clients the easiest way to sign key documents, HelloSign is an essential part of day-to-day business and will remain one of the most important solutions in Valor’s productivity toolkit.
HelloSign is the easiest way to send, receive, and manage legally binding eSignatures for businesses. Voted #1 for ease of use by G2, three years in a row, our eSignature solution can make your most important workflows faster, easier, and more secure. Sign up for a free trial today to start digitizing your business.