What firms send
- Engagement letters
- Client authorization and consent forms you prepare as PDFs
- Financial statement approval and representation letters
- Confidentiality agreements with staff and partners
Built for the busy season
Save each document as a template. Send it to your whole client list with bulk send, each client getting their own envelope. Reminders go out automatically every few days until they sign, and you see who is still pending at a glance.
Professional and private
Your logo and colours on every page and email, an access code for sensitive files, and a sealed PDF with certificate for your files. Only you and the signers can open a document.
Questions
Can I send government forms?
You can upload any PDF form and collect signatures on it. Check each agency's current rules on which forms they accept with an electronic signature.
Can my whole team use it?
Yes. On Pro, each staff member has their own login and the firm shares templates.