Seamlessly collect e-signatures from clients
Save time and improve client experience with quick, secure, and hassle-free document signatures.
RaeAnn Stout
Stout Bookkeeping
A seamless client experience
E-signatures eliminate the hassle of printing, scanning, and uploading documents, making it quicker and easier for clients to sign from anywhere, at any time.
Start free trial
Never chase clients for signatures
Use automated client reminders so your team never has to chase clients for important signatures again.
Start free trialCentralized document management
Once documents are signed, they are automatically stored in the Client Task File tab within Financial Cents, eliminating the need to manually upload or organize files.
Start free trial
E-signature features
Request signatures
Simplify the signature process for tax returns, proposals, and other client documents.
Security & compliance
Adobe’s trusted certification ensures the security and compliance of client signatures.
Automatic notifications
Get notified when documents are signed, keeping you updated on progress.
Centralized doc storage
Signed documents are automatically organized in Financial Cents for your team
Loved by over 10,000 accountants, bookkeepers and CPAs
Accounting Firm E-signatures FAQs
An e-signature (electronic signature) allows clients to securely sign documents, such as proposals, engagement letters, and tax returns, digitally, without needing to print, scan, or mail anything. It’s a faster, more efficient way to get documents signed and improve the client experience.
You can send signature requests directly from Financial Cents. Clients receive an email with a secure link to sign the document digitally. Once signed, you’re notified instantly.
You can use e-signatures for proposals, engagement letters, tax returns, onboarding documents, and any other files that require client authorization.
Yes. Financial Cents uses Adobe’s trusted certification, ensuring all e-signatures are secure, encrypted, and legally binding, meeting industry compliance standards for accounting and bookkeeping firms.
You need to have a Financial Cents account with any of these plans – Team, Scale or Enterprise. You will also need to have an adobe e-sign account.
Note: The e-signature feature for proposals and engagement letters are available across all plans and you do not need an adobe e-sign account for that.
No. Clients can sign documents from any device, desktop or mobile without downloading any additional software. The process is completely browser-based and user-friendly.
Yes. Financial Cents allows you to automate signature reminders, so your team doesn’t have to manually follow up with clients who haven’t signed their documents.
Absolutely. You can easily see which documents are signed, pending, or not yet opened, helping your team stay organized and proactive.
The adobe e-signature feature for signing documents is only available in the Team, Scale and Enterprise plans. The proposal and engagement letter e-signature is available across all plans.
E-signatures save time, reduce friction for clients, improve document turnaround speed, and eliminate the need for printing or scanning, making your firm look modern, efficient, and client-friendly.
Get Started Today
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
Many of the other tools are poor at managing updates and bugs. Some use subcontracted developers, providing real client data samples. Others have suffered breaches without proper notifications.
Of the pre-built systems out there, I do think Financial Cents has a solid offering.
One of my top goals is to make the process easier for clients. Glad I made the switch!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!
If you’re not using this feature, I highly recommend it! Remembering to follow up with clients can be a serious bottleneck and I love how this solved that problem!