E-signatures for accounting firms
Tax season means hundreds of engagement letters, authorization forms, and return sign-offs. Don't let paper slow you down. SignOwl lets clients sign from home — no office visit, no mailing, no waiting.
Challenges in accounting & finance
- Seasonal volume of engagement letters
- Clients in different locations
- Sensitive financial documents need security
- Tracking unsigned forms during busy season
How SignOwl helps
- Bulk send engagement letters to all clients at once
- Clients sign from home — no office visit needed
- 256-bit encryption protects sensitive data
- Dashboard shows who hasn't signed yet
Documents commonly signed in accounting & finance
Frequently asked questions
Can I bulk send engagement letters to all clients?
Yes. Upload your engagement letter template, then bulk send to all clients. Each receives a personalized signing link. Track completion from your dashboard.
Is it secure for financial documents?
Yes. SignOwl uses 256-bit TLS encryption in transit and AES-256 at rest. Documents are verified with SHA-256 hashes. Your clients' financial information is protected.
Can clients sign tax returns electronically?
IRS Form 8879 (e-file authorization) can be signed electronically. The IRS has accepted electronic signatures on various authorization forms. Check current IRS guidance for specific forms.
Ready to send your first document?
Upload a PDF, add signature fields, and send — your signers get a beautiful page on any device. No accounts, no apps, no friction.
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