Use cases · Accounting
Electronic signatures for accountants and bookkeepers
Collect engagement letters, client sign-offs and fee agreements without printing, scanning or chasing paper. Save each letter as a template, send a fresh copy to every client each season, and keep a sealed copy of every signed document for your files.
3 documents a month free. No credit card.
Documents accounting firms send for signature
Engagement letters
Scope and fees confirmed by the client before you start the year's work.
Client onboarding forms
New-client details captured in text, date and checkbox fields.
Management representation letters
Signed by the client's management before you complete an audit or review.
Fee and change-in-scope letters
Extra work and its cost agreed in writing before you do it.
Bookkeeping and payroll service agreements
Service terms signed by the business owner and any co-owners.
Year-end sign-offs
Client approval of year-end statements or adjustments before you finalize them.
How engagement season runs
Step 1: Build the template once
Upload your engagement letter, place the client's signature, initials and date fields, and save it as a template.
Step 2: Send a fresh copy to each client
Start each request from the template and add the client and any co-signer, such as a spouse or business partner.
Step 3: Let reminders do the chasing
Automatic reminders follow up until the client signs, and your document list shows what's still waiting.
Step 4: File the sealed copy
Download the sealed PDF and audit certificate for the client file.
What accounting firms use most
Your own templates
Your engagement letter, fee letter and onboarding form, each with its fields in place, reused every season.
Saving your own templates is included from Standard, and on every business plan.
Bulk send
Send this season's engagement letter to up to 25 clients at a time, each with their own copy to sign.
Bulk send is included from Professional, and from Business Standard for teams.
Insights
See how many clients have signed, how long they take and who's still waiting.
Insights are included from Professional, and from Business Standard for teams.
Encryption at rest
Documents, names, email addresses and field values are encrypted with AES-256-GCM before they're stored.
Good to know before you send
- The IRS sets its own e-signature rules for e-file authorization forms such as Form 8879, including identity verification when the client signs remotely. SignThis doesn't check identity documents, so follow the IRS rules for those forms.
- If you prepare US tax returns, your written information security plan should cover the services that handle client data. The Security page describes how SignThis stores documents.
- SignThis handles PDFs for signature. It isn't a client portal, file exchange or practice-management system.
This is general information, not legal advice, and the rules differ between countries and states. For everything SignThis doesn't do, see what SignThis does not have.
Common questions
Can both spouses sign a joint engagement letter?
Yes. Add each spouse as a signer. They sign from their own email links, at the same time or one after the other.
Can every owner of a business client sign the same letter?
Yes. Add each owner as a signer, in order or all at once, and add your office manager as a copy recipient so they know when it's back.
Do clients need to print or scan anything?
No. They open the link, read the letter and sign in the browser. You both receive the sealed PDF, so there's nothing to scan back.
Can I send engagement letters to many clients at once?
Yes, with bulk send: one template goes to up to 25 clients at a time, each with their own copy. Bulk send is included from Professional, and from Business Standard for teams.
Can I use SignThis for Form 8879?
The IRS sets specific requirements for electronic signatures on e-file authorization forms, including identity verification when the client signs remotely (see IRS Publication 1345). SignThis doesn't check identity documents, so check those requirements before using it for those forms.
How much does SignThis cost?
The free plan sends up to 3 documents a month, with no payment card and no end date. For more, plans start at $8 a month, billed monthly with no annual commitment. Signing is free for the people you send to. See every plan and its limits.