For accountants & bookkeepers
Stop chasing clients for signatures
Engagement letters, AML forms and authorisations — signed from a phone in minutes, with a tamper-evident PDF and a full audit trail. No more “did you get my email?” at year-end.
Free plan available · no card required · clients don’t need an account
Busy season is hard enough
Engagement letters in limbo
You can’t start work until it’s signed — and the client keeps meaning to “get to it”.
Print, sign, scan, repeat
AML and authorisation forms come back as blurry photos, if they come back at all.
No clean record
When you need to show a client agreed to the terms, an email thread isn’t great evidence.
What accounting firms sign with SignLab
Save each as a reusable template and send in seconds.
Engagement letters
Send the moment a client says yes — signed before you start the work.
AML / KYC forms
Collect the identity confirmations your compliance process needs.
Fee & payment terms
Get explicit sign-off on scope and fees to avoid disputes later.
Letters of representation
Year-end sign-offs captured cleanly, with a timestamped record.
Authorisations
Client approvals to act, filings and agent authorisations.
Onboarding packs
Standardise the paperwork for every new client, consistently.
One thing to know about tax filings
SignLab is ideal for the agreements between you and your client. Some tax-authority forms and statutory filings have their own prescribed signing or submission methods (for example, certain HMRC or IRS forms). Where a tax authority specifies how a document must be signed or filed, follow that — and check with the relevant authority if you’re unsure.
Get your engagement letters signed today
Free plan available. No credit card. Clients don’t need an account.
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