Accounting Firms eSignature Software

Why SignPaperless

Why Choose SignPaperless for Accounting

Clients expect a professional, secure signing experience. SignPaperless gives accounting firms the speed and documentation their practice needs.

Start engagements sooner
Send engagement letters as soon as a prospect is ready and begin work the moment the signature comes back.
Reuse templates across busy season
Save tax organizers, authorization forms, and service agreements once and send them to hundreds of clients with consistent language.
Share documents securely
Deliver sensitive files through secure links instead of email attachments.
See where every file stands
Track who has opened, viewed, and signed so partners and managers always know where an engagement stands.
Keep records ready for review
Retain signed authorizations and timestamps that hold up to internal and external scrutiny.

How it helps

SignPaperless helps firms protect client relationships while removing the paper bottlenecks that slow billable work.

1
Clear the unsigned backlog
Reminders and tracking keep authorizations from piling up during peak tax and audit seasons.
2
Organize by practice area
Group templates and sends by team so tax, audit, and advisory work stay separated and easy to manage.
3
Present a polished experience
Branded signing flows reinforce trust with high-value clients and referral partners.
4
Serve clients anywhere
Work with remote and out-of-state clients through the same secure process you use locally.

Where it applies

SignPaperless supports the agreements and authorizations that keep client work compliant and billable.

01
Engagement letters
Define scope, fees, and responsibilities and get them signed before work begins.
02
Tax return authorizations
Collect e-file authorizations and related consents without courier delays.
03
Representation and power of attorney forms
Obtain signed authorizations that let your firm act on a client's behalf with taxing authorities.
04
Advisory and consulting agreements
Formalize project scopes for CFO services, planning, and special engagements.
05
Client onboarding packets
Bundle intake forms, privacy notices, and service terms into a single send.
06
Partner and vendor agreements
Manage internal partnership documents and vendor contracts through the same platform.

Get organized

Check off what already runs smoothly at your firm. What’s left unchecked is billable time lost to paperwork.

Check off what your team already has covered — the rest is where SignPaperless helps most.

Same-day engagement startEngagement letters are signed and work begins the same day, not days later.
Defensible client recordsEvery client authorization is stored with a timestamp that would hold up under review.
No busy-season pileupSignature requests don’t pile up during tax season waiting on clients to print and scan.
One consistent templateThe same engagement language and templates are used firm-wide, not reworded by each preparer.
Clients sign from anywhereClients can sign from anywhere, without mailing or faxing documents back to the office.
Full visibility for partnersPartners can see exactly which client files are still waiting on a signature.