Fast & Compliant Online Signatures for Accounting Firms

Signing off on tax filings, authorizations, and approvals shouldn't be slow, paper-heavy or a security risk for your firm or your client. With FlexiSign, you can send and request signed statements, authorizations, and forms completely online.

Accounting & Tax
Document signedAudit trail captured

Your Accounting and Tax Clients Will Love FlexiSign

Send & Sign Any Financial Document Online

From tax filings to financial agreements, they can securely sign any document online without manual paperwork.

Attachments & Supporting Documents

Your clients can sign and upload IDs, tax records, financial reports, and compliance documents - all in one seamless process!

Compliance? Covered!

Every document they sign is legally binding and meets US (ESIGN & eIDAS) and European (GDPR), Healthcare (HIPAA), SOC 2, and financial regulations.

What Accounting and Tax Firms Use Us For

From your compliance team to payroll department, your accounting firm can streamline paper workflows with legally binding e-signatures, and wow your clients.

Client Servicing

Streamline your client agreement workflows and shorten the onboarding experience.

See How Sales & Client Teams Use FlexiSign

Client Engagement Agreements

Digitally sign service agreements for tax prep, audit, and advisory services.

KYC & Identity Verification

Securely collect and sign ID verification documents as part of client onboarding.

Power of Attorney (POA) Forms

Let clients sign financial authorization forms remotely, with advanced authentication.

Risk & Compliance Team

Ensure legally binding agreements, reduce risk, and maintain secure records with compliant online signatures.

See How Legal Teams Use FlexiSign

Regulatory Compliance Acknowledgments

Secure employee and client sign-off on IRS, GDPR, SOC 2, and HIPAA compliance policies.

Audit Approval Forms

Obtain legally binding signatures for audit confirmations and internal compliance reports.

Non-Disclosure Agreements (NDAs)

Ensure confidentiality with signed NDAs for employees, vendors, and external partners.

Finance Team

Streamline tax filing, expense approvals, and financial documentation with secure electronically signed documents online

See How Finance Teams use FlexiSign

Invoice Approvals

Get sign-offs on invoices for faster payment processing.

Financial Statements & Reports

Get executive and auditor approvals on balance sheets and P&Ls.

Tax Payment Authorization Forms

Ensure proper approvals for tax filings and financial compliance.

Seal the Deal on Financial Documents

Choose your file and upload it in seconds, we accept PDFs, .Doc, .Docx, and Images

Enter the signer's details and send the document

Your client gets a branded link from you on phone or email, they review and sign from their device.

Monitor your document's status in real-time, know when it's opened, signed, and completed.

Accounting and Tax Firms Execute Faster with FlexiSign

Expedite approvals and filings

Get clients to sign remotely and quickly, from their phone or laptop with real-time tracking and automated reminders - no office visits needed.

Signatures You Can Trust

With OTP verification and tamper-proof audit trails, you'll know exactly who signed and when.

Court-Admissible Audit Trail

Every document generates a detailed, tamper-proof audit log with a unique document fingerprint, making it legally verifiable.

Multiple Signers & Signature Sequencing

Need approvals from multiple stakeholders? Control the signing order and keep documentation moving smoothly.

Get Tax Forms & Financial Documents Signed Without the Chase. Impress your clients today!

Your clients will love how easy it is to sign any document online - no printing, scanning, or office visits required. With FlexiSign, you can securely sign contracts online, collect approvals, and complete tax filings faster than ever. Whether they're using a desktop or iPhone, clients can sign documents online free from anywhere. Give your clients the convenience they deserve with the best free online contract signing solution for accounting and tax firms.

FAQs

FlexiSign is a secure online signature platform designed to streamline document workflows for accounting and tax professionals. It enables you to send, sign, and manage tax filings, financial agreements, and compliance documents entirely online, reducing paperwork and speeding up client onboarding.

Very secure. FlexiSign uses OTP verification and tamper-proof audit trails so you can confidently electronically sign documents online.

You can sign documents online for tax filings, contracts, and more. Whether you need to sign a contract online or send an agreement for signing, FlexiSign has you covered.

Simply upload your document, add recipient details, and track the status in real time. It's the best free online contract signing solution - enabling you to sign documents online free from any device, including signing documents online on an iPhone.