E-Signature

E-signature for your clients

Already built in to letters of engagement, we now offer e signature for uploaded documents in the client portal.

Features Include

Sign or Reject

One of our exclusive features is the ability to sign or reject the document, however, the client must provide a reason for rejecting.

Visually clean

The client portal where the documents are to be signed is so easy for clients to understand. Feedback from our users is their clients LOVE it.

One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀

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