Close engagement letters, collect powers of attorney and formalize representation letters with electronic signatures: your client signs from a link, no office visit needed. For accounting and bookkeeping firms that serve dozens of companies at once.
From the fee proposal to year-end close: what accounting firms sign the most.
The document that anchors the relationship: scope, obligations and fees signed by the firm and the client's partners.
The proposal gets a formal acceptance with date and time, instead of an ok lost in a chat thread.
The client grants the firm authority to act on their behalf, signed remotely instead of over a counter.
The letter auditors and accountants request every year: management confirms in writing its responsibility for the information provided.
Annual adjustment, a client that outgrew its tier, extra services: the amendment updates the engagement without reopening the whole negotiation.
When a client switches firms, the termination letter formalizes the close-out, open items and the handover of records.
Client employee and partner data moves with documented, signed consent.
Articles amendments and meeting minutes circulate among partners for signature before filing.
How a new client typically lands at an accounting firm, in four steps.
You fill in the company's details on a ready template and the proposal goes out by email or SMS. The partner's acceptance lands in the history with date and time.
Once the fee is agreed, the engagement letter, power of attorney and representation letter travel together, and the partners sign everything at once.
No printing, no notary run, no scheduling: each partner validates the code they received and signs in the browser, at the office or on their phone.
Filing deadlines don't wait for a traveling partner: automatic reminders chase whoever hasn't signed while your team handles the actual work.
Identity factors configured per signer. Every recorded validation enters the envelope's certificate of completion as evidence.
A 6-digit code lands in the partner's email and is required at signing time, with no new app and no account.
The confirmation code arrives by text message on the partner's phone, ready to validate in seconds.
For powers of attorney and sensitive documents, the signer confirms their identity with a selfie and liveness check before signing.
The eight available factors, from selfie with liveness detection to certificate-based signing, are on the Identity validation page
Each card opens the feature's full page, with how it works in detail.
Standard proposals, engagement letters and POAs become templates with typed fields: you fill in the client's details and the document is ready.
Engagement letter, POA and rep letter in a single signing flow: the partners sign everything together and nothing is left behind.
One vault per client company organizes everything ever signed; search finds any document by name, email or identifier.
Completion rate and average signing time show which clients stall, and the audit trail reconstructs any case.
Trigger engagement letters from your ERP and get the certificate of completion back by webhook, client by client.
Yes. Electronic signature laws such as the U.S. ESIGN Act and UETA make electronic signatures legally binding, and the EU's eIDAS regulation recognizes them across Europe. Signater produces an advanced electronic signature based on a digital certificate, in the PAdES standard, and each signer's identity validations are recorded in the envelope's certificate of completion.
As a private instrument, yes. Mind the destination: acts that require notarization or issuance inside a specific government portal follow that authority's rules. For day-to-day representation between a client and their accounting firm, an electronically signed POA does the job.
Yes. An envelope gathers several documents and several signers in a single flow: you send once and the partners sign everything together. Limits follow the plan: up to 20 documents per envelope on Starter, up to 50 on Business and no limit on Enterprise.
With vaults: create one per client company and every envelope is born in the right vault. Search finds any document by identifier, name, description or email, and every completed envelope generates a certificate of completion with the full history of who signed and how.
Signater formalizes the decision between the partners, with validity between the parties. Registering it with the filing authority follows that body's own requirements, which often call for a locally accredited digital certificate on digital documents; check your registry's rules before filing.
Yes: your clients' HR documents follow the same envelope flow, with one vault per client company and employee data collection when you need it. The complete hiring-to-offboarding cycle is covered on the Human Resources page.
No. The partner receives the invitation by email or SMS, opens the document in the browser and signs after validating their identity with the factors you configured. No app, no sign-up and no digital certificate required.
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Create your free account and send today's engagement letter with the POA and rep letter in the same envelope. Or talk to our specialists to see how Signater fits your firm's routine.