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Keep client and financial documents moving without the paperwork.

From engagement letters and tax authorizations to client forms, financial agreements, and internal approvals, Esigns Doc gives accounting and tax teams a structured way to send, sign, track, and manage documents.

One platform for the documents behind
accounting and tax work

Bring every document, workflow, and stakeholder behind accounting and tax work into one place.

Client Onboarding

Start new client relationships without the paperwork through a streamlined signing process..

Applications
Records
Consent
Agreements

Tax Documents & Authorizations

Make tax paperwork easier for clients to complete with simple electronic signing.

Returns
Returns
Authorizations
Filings

Engagement Letters

Get engagements approved and signed with fewer follow-ups and delays.

Clients
Services
Fees
Terms

Financial Agreements

Keep client and business agreements moving with a smooth signing process.

Budgets
Loans
Payments
Contracts

Client Approvals

Keep reviews and approvals moving between the right people with faster electronic signing.

Request
Review
Signature
Approvals

Internal Operations

Bring structure to the paperwork behind the practice with a more efficient signing workflow.

Payroll
Compliance
Audits
Policies

Designed around accounting and tax workflows

Purpose-built workflows to simplify every step of accounting and tax document management.

01

Define signing responsibilities

Assign clients, accountants, tax professionals, managers, and other participants to the appropriate signing roles.

02

Standardize recurring documents

Create reusable templates for engagement letters, authorizations, client forms, agreements, and other frequently used documents.

03

Control access

Manage users, roles, and permissions so team members can access the documents and administrative functions relevant to their responsibilities.

04

Track outstanding documents

See which documents have been sent, viewed, signed, completed, or are still waiting for action.

05

Maintain document history

Keep a detailed record of document activity throughout the signing process for greater visibility and accountability.

06

Simplify multi-party workflows

Coordinate documents that require signatures from clients, spouses, business partners, managers, or other stakeholders.

Keep clients and accounting teams connected

Accounting and tax work often depends on documents moving between clients, accountants, tax professionals, managers, and other stakeholders.
Esigns Doc keeps everyone connected through a structured workflow, making it easier to see what has been completed, what still requires attention, and where each document stands.
Clients
Review and securely sign financial documents
Accountants
Prepare and send documents for electronic signing
Tax Professionals
Review and sign tax documents electronically
Managers
Review and approve documents before signing
Other Stakeholders
Review, manage, and track signing workflows efficiently

Frequently Asked Questions

Esigns Doc is a digital document and electronic signature platform that helps you prepare, send, sign, and manage documents from one place.

Let's Build Better Document Workflows Together

Have questions about digital signatures, pricing, integrations, or enterprise deployment? We'd love to hear from you.

Email
support@esignsdoc.com
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A simpler way to manage legal documents

From client onboarding and routine agreements to complex, multi-party documents, Esigns Doc gives
legal professionals one place to send, sign, track, and manage their documents.

The all-in-one digital signature platform for individuals, businesses, and teams.
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