Accountants and tax advisers
Client paperwork, without the chasing
Send an engagement letter or an onboarding form, and get it back signed, with the files you asked for.
- An attachment field asks for the documents along with the signature: an ID copy, a bank letter, last year's report
- Automatic reminders to the signer, until it comes back signed
- Turn on the audit page and every document carries it, ready for the client's file
What you turn on
- File-upload fieldsEvery plan
- Reminders & notificationsEvery plan
- Audit trail + signed certificateEvery plan
- WebhooksEvery plan
Connects to
Through automations: by invitation for now, opening to everyone soon.
Sample document
Bookkeeping engagement letter
- Full Name
- ID Number
- Address
- Attachment
- Signature
Who signs · In order
- 1Client
- 2Accountant