Docusign for Accounting and Tax

Save time and support your compliance requirements

Meet your clients' legal, financial and tax needs faster.

Docusign enables accountants and tax specialists to get necessary signatures faster than ever, while still meeting strict legal requirements. Turn around documents in hours — not days.

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A customer meets with her accountant who uses Docusign in an office

Speed up modern experiences, securely

Gain critical speed when deadlines are looming
Send your tax and accounting documents for electronic signature, saving time and hassle. Turn documents around faster so you can focus on client work instead of chasing up paperwork.
Meet security and compliance requirements
Docusign meets or exceeds stringent global security standards and offers an industry leading authentication and audit trail with eSignature. Add identity verification to your agreement processes to enhance security.
Give your customers the modern experience they expect
Standardise your client onboarding documents and accelerate the signature process so you can spend more time with clients and less on administration.

How accounting and tax firms use Docusign

Client engagement
- Engagement letters
- Practice continuation agreements
- NDA
- Rate cards
Client services
- Final reports
- Audit acceptance
- Power of attorney agreements
- Business registration
- Invoicing and payments
Hiring and staff onboarding
- Offer letters
- Independent contractor agreements
- Consent for background check
- Tax forms
- Employee handbook

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A notification in Docusign eSignature prompts an accountant to sign forms

eSignature for accounting and tax

Securely send tax forms and agreements for electronic signature and maintain a complete audit trail.

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Additional Docusign products for accounting and tax

Identify
Choose from a suite of proven authentication and ID verification options to securely access tax forms and documents.
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Web Forms
Securely collect and populate data for complicated tax and accounting agreements with customisable web forms.
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Payments
Deliver a modern client experience and eliminate the costs, delays and non-payment risks of manual billing.
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Featured integrations for accounting and tax

Easily embed Docusign into your existing tools with 900+ prebuilt integrations with leading tax and accounting platforms and other critical business systems.

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