Digital signatures in compliance and reporting

d.velop-sign integration with Opti.Tax

Signing contracts, approving projects: the d.velop-sign integration in Opti.Tax for legally compliant digital signatures.

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d.velop-sign integration with Opti.Tax: what you need to know

What is d.velop sign?

d.velop sign is an e-signature software programme developed by the German company d.velop AG. With d.velop sign, you can sign documents and contracts digitally in a legally compliant manner that is in line with eIDAS and the GDPR.

What can I do with d.velop sign in Opti.Tax?

The d.velop sign integration in Opti.Tax enables the legally compliant signing of all types of documents created or entered in Opti.Tax. The d.velop sign functions are embedded within the software. This means you no longer need to print out documents, sign them by hand and then scan them.

Is the digital signature created using d.velop sign in Opti.Tax legally valid?

Yes. Contracts and documents signed using the d.velop-sign integration in Opti.Tax are legally valid. They do not require any further manual signature or separate approval.

Legally compliant

Digital signatures are just as valid as a handwritten signature.

Comfortable

No printers, pens or scanners are required.

Quick

No need to wait for approvals, as they are granted in a matter of seconds.

Digital signatures with d.velop sign

This is what the d.velop-sign integration in Opti.Tax can do

Digital approvals directly within the Opti.Tax software

Reports and documentation are only finalised once the relevant personnel have checked and approved them. With the d.velop-sign integration, the entire approval process takes place within the software.

  • No need to switch to different software
  • No printing or scanning
  • No delays caused by long waits
Approval is becoming an integral part of the workflow

In many organisations, the final approval takes place outside the specialist software: exporting to PDF, sending by email, signing, scanning and filing away again. The d.velop-sign integration turns this into a seamless digital process.

  • Start the approval process directly from the Opti.Tax project
  • Invite the relevant people to sign digitally
  • Track the status of the signing process
  • Allocate the signed document to the project and keep it as evidence

Working with d.velop sign in Opti.Tax

How the workflow works with the d.velop-sign integration

  • Complete the project in Opti.Tax from a technical perspective and Generate a results document.

  • Approval process begin with the designated signatories.

  • Document on d.velop-sign integration in the Opti.Tax Cloud check and sign digitally let.

  • Signature status and return rate in the process monitor.

  • Document the signed version in the Opti.Tax project and the Dispatch or project completion continue.

AI integration in Opti.Tax: a satisfied user in the office

How d.velop sign is eliminating media breaks

Speeding up processes with digital signatures

Finalise compliance documentation in accordance with the requirements

Procedural documentation, ICS/TCMS documentation and other compliance projects also frequently require formal approval from senior management, process owners or other approving bodies. The signed version records which version has been reviewed and approved.

Shorter lead times, greater traceability

Digital signatures reduce organisational delays and prevent breaks in the workflow. At the same time, they provide clear evidence of which version was approved by whom and when. This is particularly valuable in the case of recurring reports, where there are several people responsible and teams working in a decentralised manner.

Before-and-after comparison

How the d.velop-sign integration makes your work easier
Current situation With d.velop-sign integration The benefits for you
The PDF will be sent by email Signature process directly from Opti.Tax Fewer media breaks
Signatures are printed out and scanned Digital signature with d.velop sign Shorter lead times
The approval status is unclear Traceable signature status Greater transparency and control
The signed version is kept separately from the project Reintegration into the project context Improved audit trail and clear documentation status

Free of charge and with no obligation

Book a consultation now

Let’s work out together how you can successfully use Opti.Tax with the d.velop-sign integration in your specific situation.

  • in person

  • free of charge

  • in detail

Book your no-obligation consultation now and find out more about Opti.Tax:

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Can't find a suitable date, or is the calendar not working?

Free of charge and with no obligation

Book a consultation now

Let’s work out together how you can successfully use Opti.Tax with the d.velop-sign integration in your specific situation.

  • in person

  • free of charge

  • in detail

Book your no-obligation consultation now and find out more about Opti.Tax:

Packshot of the Opti.Tax software documentation

Can't find a suitable date, or is the calendar not working?

FAQ – Frequently Asked Questions

Frequently asked questions about the d.velop-sign integration in Opti.Tax

By integrating d.velop sign into Opti.Tax, you can drastically speed up approval processes for compliance documentation or financial reporting. We have answered the questions we have received from interested professionals on your behalf.

For digital review and approval processes for financial reporting documents prior to dispatch, and for compliance documentation prior to project completion.

No. The process is digital and eliminates the need for printing, handwritten signatures, scanning and manual return postage.

Digital signature processes can, in principle, accommodate multiple signatories and defined sequences. The specific configuration depends on the d.velop-sign process that has been set up.

The signed version should be reassigned to the relevant Opti.Tax project so that the approval status and document version can be tracked together.

Not necessarily. It is often used for internal governance and to provide documented approval. Which form of signature is required, legally or organisationally, depends on the specific document and use case.

If you have any further questions, please do not hesitate to get in touch. We look forward to hearing from you.

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About hsp – Software innovation made in Germany

We eliminate media breaks for you

Since 1991, hsp Handels-Software-Partner GmbH has been developing professional software solutions for tax consultancy and audit firms, as well as for businesses.

Our taxonomy software Opti.Tax has established itself amongst discerning professionals in the DACH region as the reliable, high-performance and long-term solution for electronic invoicing. The digital tools for legally required, GoBD-compliant documentation are particularly popular.

Practical relevance, up-to-date content and genuine service

Our software modules are developed in close collaboration with experienced partner firms such as Energiesozietät GmbH for internal control systems (IKS), ADKL Abels Decker Kuhfuß & Partner mbB for transfer pricing, and Schröder & Partner for the digital pension file. In this way, we ensure that the features in Opti.Tax are tailored to the real-world challenges of day-to-day professional practice.

Regular updates ensure that changes to legislation and new requirements are incorporated into the software in a timely manner. In addition, we support you with a comprehensive range of service and support offerings, e-learning courses, access to the hsp Community, our weekly live broadcast „hsp live at 11“ and much more.