Docusign for Accounting and Tax
Save time and support your compliance requirements
Get signatures faster and streamline your agreement management: Through automated workflows and AI-assisted search and insights, Docusign Intelligent Agreement Management (IAM) helps accountants and tax specialists effortlessly track, manage and optimise agreements – while meeting strict legal and compliance standards.
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 on tracking documents.
- Meet security and compliance requirements
Docusign meets or exceeds stringent global security standards and offers 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
Invoicing and payments
- Hiring and staff onboarding
Offer letters
Independent contractor agreements
Consent for background check
Employee handbook
Ready to modernise your processes?
eSignature for accounting and tax
Securely send tax forms and agreements for electronic signature and maintain a complete audit trail.
Additional Docusign capabilities for accounting and tax
Featured integrations for accounting and tax
Easily embed Docusign into your existing tools with 1,000+ prebuilt integrations with leading tax and accounting platforms and other critical business systems.
Docusign for Salesforce
IntegrationsBy DocusignClose deals faster with ability to generate, send, sign and manage sales contracts without leaving Salesforce.
Docusign for Workday
IntegrationsBy WorkdayTransform the agreement process by integrating Docusign eSignature into any core Workday business function.
Docusign for ServiceNow
IntegrationsBy ServiceNowEasily streamline and automate your agreement workflows – all within one unified experience platform.
Docusign for Salesforce
Docusign for Workday
Docusign for ServiceNow
Docusign IAM is the agreement platform your business needs
