Send documents to your Xero contacts for signature
BoldSign copies the contacts in your Xero organization into your BoldSign contact list. You pick the client from that list and send. Nobody copies an email address from Xero.
- Contacts arrive from Xero
- Set up in your account settings
Xero connection
- Emily Carteremily@cubeflakes.comFrom Xero
- Michael Brooksmichael@cubeflakes.comFrom Xero
- Sarah Mitchellsarah@cubeflakes.comFrom Xero
Trusted by 100,000+ organizations worldwide
What does the Xero eSignature integration do?
BoldSign’s Xero integration copies your Xero client records into BoldSign, so you skip retyping client details. You pick a client as the recipient and send.
Works in: the BoldSign web app, with contacts read from your Xero organization.
What retyping client details costs an accounting team
BoldSign reads your client list from Xero so you keep one list, not two. A second list creates three problems.
The same details get typed twice
A name and an email address are copied from Xero into the signing tool for every client. The work repeats at every engagement.
With BoldSign: contacts arrive from Xero
One wrong character delays a signature
A mistyped email address sends the engagement letter nowhere. Nobody notices until the client is chased.
With BoldSign: pick the client from the list
The second list goes stale
A client changes their contact in Xero. The signing tool keeps the old address until someone updates it by hand.
With BoldSign: new contacts keep arriving
How do you set up the Xero integration?
BoldSign connects to Xero in 3 steps, with no code and nothing to install.
- 01
You allow the connection in Xero
From your BoldSign integration settings you start the connection. Xero asks you to sign in and allow access, and the two accounts are linked.
- 02
Your contacts arrive in BoldSign
The contacts from your Xero organization land on the contacts page in BoldSign, ready to pick as recipients.
- 03
New contacts keep arriving
A contact added in Xero after that is added to BoldSign within 24 hours. The same settings page ends the sync whenever you want.
What happens once the contacts are synced?
You prepare the document in BoldSign and pick the client from your synced contacts. BoldSign then sends it, chases it, and saves the signed copy with its audit trail.
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Send from a saved template
Keep your engagement letter as a template and reuse it for every client.
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Let the reminders do the chasing
BoldSign reminds a client who has not signed, on the schedule you set.
Why choose BoldSign for Xero users
BoldSign keeps your client list current, carries your firm's branding, and lets clients sign without an account.
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The client list keeps itself current
Contacts added in Xero reach BoldSign on their own, so nobody maintains a second list.
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Your firm’s branding on every request
Your logo and colors appear on the signing page and the emails.
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Your clients sign without an account
A client opens the link in the signature request email and signs in any browser.
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An audit trail on every signed file
Each document records who signed, when, and from which IP address or device.
What accounting teams send to their Xero contacts
BoldSign sends the paperwork a firm puts in front of those clients across the year.
Engagement letters and service agreements
The documents that open a client relationship, including NDAs.
Tax forms
1040 returns and W-9s, signed without printing or scanning.
Financial statements and reports
Audit, review, and compilation reports approved by the client.
Payroll paperwork
W-4s, paystubs, and direct deposit authorizations.
Bank and finance forms
Account opening, loan approvals, and transfer authorizations.
How are client documents kept secure?
BoldSign encrypts every document twice with AES-256. Its security controls are independently audited for SOC 2 Type 2. Each standard is listed in your account's Compliance page, shown below.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Security and procurement documents for eSignature
IT and procurement teams can read BoldSign’s security policy, data processing agreement, and subprocessor list online. They can also request the SOC 2 Type 2 report.
- Sign-in
Single sign-on and user provisioning
Works with Microsoft Entra ID.
See features by plan - Audit report
SOC 2 Type 2 report
Available on request from BoldSign.
Request the SOC 2 report - Data protection
Data processing agreement
Includes the EU Standard Contractual Clauses and the UK Addendum by reference.
Read the data processing agreement - Data protection
Subprocessor list
Every third party BoldSign uses to process data.
See the subprocessor list - Service
Service level agreement
Uptime, support response times, and service commitments.
Find it in the Legal Center
Limits and costs to know before you connect Xero to BoldSign
BoldSign brings your Xero contacts across, and nothing else. It does not create, send, or store documents inside Xero. It does not read invoices, bills, or any other Xero record. Prices are in USD.
- $5 Growth plan, per user a month Billed yearly. The lowest plan the Xero integration runs on.
- $5 Xero add-on, per organization a month Charged on top of your paid plan.
- 24 hours Between contact updates The sync runs once a day.
More guides for eSignatures and Xero
BoldSign help articles and guides cover the connection, the contact sync, and the documents accounting teams send.
- Guide
Import contacts from Xero
The connection and the sync, step by step.
Read the guide - Blog
Xero contacts in your signing workflow
What changes for a team that stops retyping.
Read the post - Page
eSignatures for accounting firms
Engagement letters, tax forms and approvals.
See the page - Page
All eSignature integrations
CRM, accounting, storage, and automation.
See the page - Page
Zapier integration
Connect BoldSign to apps with no code.
See the page - Page
BoldSign pricing
Plans, add-ons, and what each one includes.
See the page
Questions teams ask about the Xero integration
How often do Xero contacts reach BoldSign?
The sync runs once a day, so a client added today is ready to pick tomorrow. The help article covers it.
Can you send a document for signature from inside Xero?
No. The contacts move to BoldSign, and you prepare and send the document there. The integrations page lists the apps you can send from.
Do clients need a Xero or BoldSign account to sign?
No. Neither account is needed to sign. See how signing works.
How do you stop the contact sync?
You disconnect Xero in your BoldSign settings, and the sync ends. The steps are in the Xero help article.
Are documents signed in BoldSign legally binding?
Yes. Signatures you collect with BoldSign are legally binding under the ESIGN Act, UETA, and eIDAS.
Connect Xero and stop retyping client details
Start a 30-day BoldSign trial, connect Xero, and send your next engagement letter from the synced list.
- 30-day free trial
- No credit card required
Last updated: October 17, 2026.