Dropbox Sign
Simple e-signature solution (formerly HelloSign) with legally binding signatures, templates, and Dropbox integration for accounting firms.
DocuSign
DocuSign is a widely used electronic signature platform that handles document signing workflows for engagement letters, tax authorizations, client agreements, and compliance forms. It provides template libraries, automated reminders, sequential signing, and audit trails that comply with ESIGN and eIDAS regulations.
Accounting firms use DocuSign to eliminate printing, scanning, and mailing for signatures. Templates can be set up for recurring documents like engagement letters, and the platform tracks signature status so firms know which clients have outstanding documents. It integrates with QuickBooks, Xero, Sage, Salesforce, and hundreds of other applications.
DocuSign is the most widely adopted standalone e-signature platform and is suited for firms of any size. Firms that already have e-signature capabilities built into their practice management, document management, or client portal tools (TaxDome, SmartVault, SuiteFiles, etc.) may not need a separate subscription.
Related E-Signature Software
PandaDoc
Document automation with e-signatures, proposals, quotes, and contracts. Used by accounting firms for engagement letters and client agreements.
Adobe Sign
Electronic signature solution from Adobe with secure document signing workflows, templates, and audit trails for accounting firms.