E-signatures for accountants: engagement letters signed in a tap
For most accountancy firms, engagement letters are a seasonal headache. Every client needs one, they all need renewing, and a stubborn tail of clients never quite gets round to signing. Chasing them is nobody's idea of good use of a qualified accountant's time.
The good news is that this is a solved problem. Purpose-built e-signatures for accountants turn a fortnight of chasing into a few days of quiet completions.
Annual engagement letters at scale
The defining feature of an accountant engagement letter is volume. You are not sending one, you are sending dozens or hundreds, often within the same window. Anything that adds a few minutes per client multiplies into days of lost time.
Signet is built for sending the same document to many clients and tracking who has signed and who has not, so you can see your completion rate at a glance and nudge only the stragglers. No spreadsheet of who-signed-what required.
The client who never signs their engagement letter is rarely refusing. They are just busy, and the old way of signing asked too much of them.
No-login signing for busy clients
Your clients are business owners and individuals with better things to do than fight a signing portal. The instant a document asks them to register, install an app or reset a password, it drops to the bottom of the pile.
Signet clients sign through a secure link with no login, no app and no password. They open it, read, and sign, often from a phone within minutes of receiving it. That single change is usually what lifts your completion rate and shortens engagement letter season.
Onboarding and compliance checks
Engagement letters rarely travel alone. New clients often come with onboarding and identity-adjacent steps as part of your AML and KYC obligations, and existing clients need clean renewals each year.
Bundling the engagement letter with any accompanying terms or forms into a single signing flow keeps onboarding tidy and consistent. For firms that want a broader view of standard agreements, our service agreements solution covers the wider set of documents you send.
A provable record for professional standards
Accountancy is a regulated profession, and your engagement letters are part of your evidence of proper practice. If a professional body, a client or an insurer ever asks, you need to show precisely what was agreed and when.
Every document completed with Signet includes a tamper-evident audit trail and a certificate of completion, and can be confirmed as genuine through independent public verification. You get a defensible record on every plan, including Free.
It is aligned with eIDAS in the EU and the ESIGN Act and UETA in the US, so electronically signed engagement letters carry full legal weight. Everything is encrypted at rest with UK and EU data residency, and your clients' documents are never used to train AI, which matters when you handle sensitive financial information.
Turn a chore into a routine
Engagement letters should be a quiet annual routine, not a stressful scramble. Send in bulk, let clients sign in a tap, track completions in one place, and keep a record that stands up to scrutiny.
Do that and you reclaim the time your firm currently spends chasing signatures. See how it fits your practice in our accounting solution.
Signet is in private beta, request early access and send your first sealed agreement free.