All integrations
Visma Sign
Electronic signatures for Finnish firms, by Visma
Overview
Connect Visma Sign so your team can send a document's final version for signing from Taxxa. Taxxa uses your firm's own Visma Sign account: Visma Sign emails each signer, and Visma bills your firm for signatures as before. This is a workspace connection: people who can manage office access connect it, and a document's author can send its final version.
What Taxxa can access
- Taxxa sends the final version's PDF and the signers you type to your Visma Sign account. Visma Sign emails each signer a signing link.
- Taxxa reads the signing status. When everyone has signed, the document's author can download the signed PDF or save it to Taxxa.
- Taxxa can cancel a signing request that was sent from Taxxa. It does not read other documents in your Visma Sign account.
Before you connect
- A Visma Sign subscription for your firm, and the business ID (Y-tunnus) of the company that holds it.
- Your Visma Sign admin, who approves Taxxa's access request by email.
- The office access permission in Taxxa, given by a workspace admin. Only office access managers can connect Visma Sign.
How to connect
- In Taxxa, open Connectors and select Visma Sign. Select Connect.
- Type the business ID of the company that holds your Visma Sign subscription. Taxxa lists the Visma Sign accounts registered to it.
- Select your account, then select Continue. Taxxa asks Visma Sign for access.
- Your Visma Sign admin gets an email from Visma Sign and approves the request. Visma Sign then shows Connected in Taxxa.
- Open a final document and select Send for signing. Type each signer's name and email, then send.
Where to find your details
- Business ID of your Visma Sign account
- The Finnish business ID (Y-tunnus) of the company that holds your Visma Sign subscription, for example 1234567-1. It can be a different company from this workspace, for example your parent company.
Troubleshooting
- No Visma Sign account uses this business ID.
- Check the business ID with your Visma Sign admin. It must be the company that holds the subscription, for example your parent company.
- The account is connected to another workspace.
- One Visma Sign account connects to one Taxxa workspace. Disconnect it in the other workspace first.
- Visma Sign shows Waiting for approval for a long time.
- Ask your Visma Sign admin to find the access request email from Visma Sign and approve it.
- Taxxa says that access was removed.
- Someone removed Taxxa's access in Visma Sign. Connect again, and ask your admin to approve the new request.
Disconnect
Disconnect Visma Sign in Taxxa under Connectors. Taxxa then stops sending documents for signing. Documents already sent stay in your Visma Sign account. To remove Taxxa's access in Visma Sign as well, ask your Visma Sign admin.
Connect Visma Sign in Taxxa
Open Taxxa
Already a customer? Go to Connectors and choose Visma Sign.