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Agree.Solutions

E-Signatures for Accounting firms

Busy season compresses a year of client paperwork into ten weeks, and none of the work is billable until the engagement letter is signed. Agree.Solutions sends those letters, representation letters and filing authorizations in batches and shows you at a glance who has returned theirs.

Documents Accounting firms sign

  • Annual engagement letters
  • Management representation letters
  • Financial statement approvals
  • Advisory scope addenda
  • Filing authorization forms
  • Client portal access acknowledgements

Why faster agreements matter

  • Busy season compresses a year of letters into ten weeks
  • Work is not billable until the engagement letter is returned
  • Partners sign off from client sites, not the office

How Accounting firms use Agree.Solutions

The client signs the engagement letter before fieldwork begins, management signs the representation letter at the end of the engagement, and both spouses or all owners sign the filing authorization.

Upload your agreement, add a reusable company info box, place signature and date fields, and send a secure link. Your client signs on any device, you get notified, and everyone receives a completed copy with a certificate of completion.

Accounting Firm e-signatures by city

Related industries

Start sending documents for signature today

Free to start — 3 documents a month, no credit card required.