E-signatures for accounting firms
Tax season means hundreds of engagement letters going out at once. SignOwl's templates and bulk send turn a week of printing and mailing into an afternoon of clicking Send.
The problem with existing solutions
- Engagement letters pile up during busy season
- Clients lose paper forms and miss deadlines
- IRS authorization forms need proper signatures
- Tracking signed vs unsigned across hundreds of clients
How SignOwl solves it
Busy season volume
Template your engagement letter once. Bulk send to all clients with personalized fields
Lost documents
Digital copies stored securely. Clients can re-download anytime. Auto-reminders for unsigned documents
IRS form compliance
ESIGN Act compliant. Audit trail provides evidence of client authorization. Download certificate for records
Client tracking
Dashboard view of all documents. Filter by status. Export reports for firm management
Common documents for accountants
- Engagement letters
- Tax authorization forms (8879, 2848)
- Financial statement acknowledgments
- Advisory service agreements
- Fee schedules
- Client information sheets
Frequently asked questions
Can I use e-signatures for IRS authorization forms?
The IRS accepts electronic signatures for many forms including Form 8879 (e-file authorization). SignOwl provides the audit trail and compliance documentation the IRS requires.
How do I handle busy season volume?
Create templates for your engagement letters and tax forms. Use bulk send to dispatch to all clients at once. Auto-reminders follow up with clients who haven't signed.
Can multiple partners sign the same engagement letter?
Yes. Add firm partners and clients as separate signers. Assign specific fields to each. Sequential signing ensures the partner signs first.
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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