Electronic signatures
Get your documents signed online (T183, engagement letters, financial statements), with a certificate and audit trail.
The Signatures module sends any PDF out for signature: authorization forms (T183, CO-1000.TE), engagement letters, financial statements. The client signs from a secure link, with no account to create.
- 1Open Signatures and upload the PDF (or pick a document from the file).
- 2Place the signature, initial and date zones on the pages.
- 3Enter the signer's email and send: they receive a unique, secure link.
- 4Track the request; once signed, the final PDF is stamped and comes with a signature certificate including the audit trail (dates, IP address).
Requires the Pro plan or higher.