Electronic signatures in an accounting practice
An accounting practice does not have a monthly volume — it has a season. This is about getting through it without signatures becoming the bottleneck.
September 18, 2026
The three weeks before a filing deadline are the whole year in miniature: the same clients, the same forms, and the same recurring call — I sent you the engagement letter, did you sign it. A practice that solves the signing step frees up the season’s real bottleneck, and it is almost never professional but logistical.
The problem is seasonality, not volume
A practice with 300 clients does not send 25 documents a month — it sends 300 in three weeks and then almost none. Any pricing that meters documents punishes you in exactly your busiest month. That is why our top plan is unlimited: filing season should not cost extra.
What can be signed electronically
- Engagement letters and fee agreements.
- Authorisations and powers of attorney to the authorities, where the receiving body does not require another form.
- Client declarations and acknowledgements of documents received.
- Confidentiality agreements with employees, interns and suppliers.
- Balance confirmations and recurring annual certificates — exactly the documents worth turning into templates.
What cannot, and why it pays to know early
- A document for which the law prescribes a special form — a will, a notarial or enduring power of attorney.
- A form an authority or bank requires as a hand-signed original; this varies between bodies and sometimes between branches.
- A document the authority’s own filing system requires you to sign inside it — there the signing happens in their system, not ours.
A provider promising that everything can be signed electronically has not done its homework. Better to know which form will come back to you in advance than to discover it a week before the deadline.
What is kept, and why it matters to you specifically
The engagement letter is the document people return to when there is a dispute about scope or fees. So every step is recorded: when it was sent, when it was viewed, how the signer’s identity was checked against their phone number, when it was signed and when the copy reached both sides. At the end the document is locked with a cryptographic seal so that any later change shows immediately — which makes it admissible evidence rather than just a file in a folder.
Four moves that buy you the season
The work is not signing faster, but preparing in advance what is going to come back every year anyway.
- Turn every recurring document into a template — a standard engagement letter goes out in ten seconds.
- Build the list before the season, not inside it.
- Sign in the client’s language — Hebrew, Arabic or English — to save the clarification call.
- Let the system track who has not signed yet, instead of managing it in your head or a spreadsheet.
How to test before the next season
Take one engagement letter and send it to a real client. A free account covers three documents a month with no card, and that is enough to know whether the process suits your practice — long before the pressure arrives.