But, I literally I have zero experience with the platform so I'm more hoping than advising.  

You are best getting professional advice from a cross border legal and tax specialist to give you the most efficient tax structure.  

A lot of old school, non-record keeping guys would get their back up about sharing that information though, even if you tell them they can cross out personal information such as SS# and all that. 

This is a great platform for networking!  

@Jake ThomasIf both merge okay with your contract writing platform (we use Zipforms), then I would chose dotloop over docusign.  

Platforms/systems you like, dislike, etc?

Think of it as a tool similar to an IRA, however whenever health care needs arise you can use it.Another thing I have found through trial and error is that when you do need health care, if you tell the office to bill you as uninsured and that you will pay the day of service if they give you a discount, after you fight through the confused looks of the Accounts receivable dept - you can see a significant discount.A couple strategies I would employ and will employ when I cross that bridge.  

iPhone is the easiest platform for aps according to Josh dorkin

Look forward to our paths crossing  again and hopefully sharing some profits in the future. 

You have to dot your I's and cross your T's on the paperwork to get proper asset protection.