Skip to main content

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.

Start for FreeTalk to Us
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 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

    Standardize your client onboarding documents and accelerate the signature process so you can spend more time with clients and less on administration.

  • Electronic tax filing

    • IRS Form 8878

    • IRS Form 8879

  • Client engagement

    • Engagement letters

    • Practice continuation agreements

    • NDA

    • Rate cards

  • Client services

    • Final reports

    • Audit acceptance

    • Power of attorney agreements

    • LLC formation

    • Invoicing and payments

  • Hiring and staff onboarding

    • Offer letters

    • Independent contractor agreements

    • Consent for background check

    • Tax forms (W4, I9)

    • Employee handbook

Ready to modernize your processes?

Start Now
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.

Start for Free
Learn More About eSignature

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.

  • Web Forms

    Securely collect and populate data for complicated tax and accounting agreements with customizable web forms.

  • Payments

    Deliver a modern client experience and eliminates the costs, delays, and non-payment risks of manual billing.

Easily embed DocuSign into your existing tools with 400+ prebuilt integrations with leading tax and accounting platforms and other critical business systems.

Read About Our Quickbooks Integration
Intuit Logo
Sage Logo
Thomson Reuters logo
Salesforce logo
Oracle Netsuite logo
Workday Logo
Quickbooks Logo
Industry Brief

Bring Security to Your Sensitive Tax Documents

Learn how to ensure your sensitive client documents are being accessed by the correct people.

Two tax professionals meet in an office
Blog Post

How Accountants Are Using Electronic Signatures

Learn how electronic signatures can help your customers meet tax deadlines and complete critical documents.

An accountant signs a document on a tablet with an electronic signature

Experience it for yourself

Modernize your approach to accounting and taxes with modern agreements.

Try eSignature for Free

Contact sales

Our team would love to help you find the perfect fit of products and solutions.