For accountants and bookkeepers

Engagement letters signed before the work starts.

Every new client needs an engagement letter, and every year-end needs approvals. Save the letter as a template, send it from the client record you already keep, and file the sealed PDF with the audit certificate. No client accounts, no printing.

  • Templates for your standard lettersEngagement letter, terms of business, authority to act. Field layouts saved once.
  • A record that stands upEach signature is timestamped in an audit certificate, stored with the sealed PDF and exportable at any time.
  • Clients sign from a phoneSole traders and directors sign between meetings. A one-time email code confirms who opened the link.
  • Team seats on BusinessFive seats and shared templates so juniors can send under the practice account.

How it works

Three steps. No training day.

1

Upload your PDF

Contracts, NDAs, statements of work, approvals. Drop the file in and it renders in the browser.

2

Place the fields

Add signatures, dates, initials, text and checkboxes. Assign each field to the right person.

3

Send and track

Your recipient signs from a secure link. You see when it is opened, completed or still waiting.

Pricing

Free for three a month. £7.99 a month after that.

Pro removes the monthly cap, adds automatic reminders and up to four signers. Cancel any time from settings.

Compare plans