Less Paper, More Organized

Accountants can collect signatures in hours instead of days, keeping filings on schedule. Automated tracking ensures nothing slips through the cracks, while secure records support compliance and peace of mind.

Enhance Client Processes

Our platform can be used to help streamline some of the following accounting related documentation¹:

• Engagement letters
• Client authorizations
• Tax filings & consent forms
• Vendor agreements
• Internal approvals

Signature Process

Create single use eSign documents or use templates to easily send the same document multiple times. Get a document signed in 3 easy steps:

• Upload PDFs during the creation process.
• Place fields on pages from a selection of 12 different types.
• Click send to assign signatories and send the unique eSign link.

Watch as the signing process only takes seconds to minutes to complete!

Reap the Benefits

• Faster client response times during tax season
• Secure handling of sensitive financial data
• Clear signer identity and audit trails
• Reduced errors from manual handling

Reusable

Templates

Save time by creating templates that can be reused and sent to any signatory.

Audit

Logs

Each eSignature document comes with its own audit log to track and provide proof of who signed it, when, and where.

Unique

Signing Links

Our platform provides a secure way to send unique signing links to each individual signatory. These can be delivered through either SMS or email.

Multiple

Signers

Assign up to 10 signatories per eSignature document and allow them to sign all at once or in sequential order. Need more? Contact us.

¹. The information provided on this page is not legal advice and is intended to be for informational purposes only. Legality may vary depending on jurisdiction, document/record type, and local laws and regulations. If you are unsure if whether or not the document that needs to be signed can be done electronically, please consult with a licensed attorney in your residing area. It is the responsibility of the user to check if the document can be legally electronically signed and to verify if we are in compliance with the type of document laws and regulations required for it.