E-signature, built in
Signatures without a second subscription.
Included in: Every plan
Send a document for signature and track it to signed — engagement letters, returns, anything.
Ours, not a bolt-on
The signing engine is part of the platform, so there is no separate seat, envelope bundle or vendor login.
PDF and Word
Send a PDF, or a Word document that is converted for signing.
Signed copies land in the vault
The executed document files itself where both sides can find it.
How it works
- 1
Upload the document
PDF, or a Word file that is converted for signing.
- 2
Place the fields
Signature, initials, date and text fields, per signer.
- 3
Send and track
Signers get a link; you watch it move from sent to signed, and the executed copy files itself.
E-signature questions
Works with
Document vault
Every statement, receipt and return in one place, in folders you and your accountant both see.
Branded upload links
A branded page where a client — or someone who has no account yet — can send you files securely.
Document requests
Send a structured checklist and watch the client tick it off in real time.
Try e-signature free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.