Electronic Signatures for Accounting Firms
BoldSign is a highly secure, affordable, and feature-rich eSignature solution built for accounting workflows—making every approval faster and more reliable.
- 30-Day Free Trial
- No Credit Card
Why BoldSign for Accounting Firms?
Handle client agreements, tax filings, and audits with secure, compliant eSignatures. BoldSign helps firms cut paperwork, save time, and stay audit-ready—all at an affordable price.
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BoldSign is SOC 2, GDPR, HIPAA, and PCI DSS compliant, giving accounting firms the highest level of legal and data protection.
Security and Compliance -
Every action is logged—who signed, when, and from where—creating a full audit trail that ensures accountability and compliance.
Audit Trail -
Connect BoldSign with accounting software like Xero to cut manual entry, reduce errors, and keep workflows running smoothly.
Integration Capabilities -
Use pre-designed, customizable templates for tax returns, financials, and engagement letters. Automate sending, tracking, and reminders to save time.
Templates
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Collect signatures from multiple stakeholders in order—ideal for audit confirmations, contracts, and approvals.
Multi-Party Signing -
Let clients and staff sign from anywhere, anytime, on any device for faster, more convenient workflows.
Mobile Accessibility -
Easily manage client documents, set reminders, and send automated follow-ups to keep signatures on track.
Client Management Tools -
Add your firm’s logo and colors to deliver a professional, consistent signing experience.
Custom Branding
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Confirm signer identities with secure methods like email OTPs, SMS codes, or access links.
Signer Verification -
Scale effortlessly as your firm grows, with support for more users and higher document volumes.
Scalability -
Access responsive support and training to ensure smooth onboarding and continued success.
Customer Support & Training -
A highly secure, affordable, and feature-rich solution—BoldSign helps firms cut costs, save time, and stay compliant with every signature.
Cost-effectiveness
Why Choose BoldSign in Accounting Solutions?
Saves Time & Money
Cut costs and delays by replacing manual paperwork with faster digital workflows.
Improves Accuracy
Reduce errors with automated processes—no more wrong forms or miskeyed data.
Increases Security
Tamper-proof eSignatures protect your firm against fraud and unauthorized changes.
Enhances Client Experience
Clients sign documents online in minutes, making every interaction simple and stress-free.
Hear from Our Customer
Discover how businesses like yours sign smarter with BoldSign—and how you can too.
Customer story
Premium Tax and Accounting Group
Learn how Premier Tax and Accounting Group successfully deployed BoldSign to capture client signatures.
Areas of Application
Electronic signatures fit seamlessly into everyday accounting workflows, helping firms save time and stay compliant.
Client Contracts & Agreements
Engagement letters, service agreements, and NDAs signed quickly and securely.
Internal Policies & Procedures
Employee handbooks, confidentiality agreements, and conflict disclosures. Learn more about internal policies and procedures.
Financial Statements & Reports
Digitally approve audit reports, review reports, and compilation reports.
Tax Documents
E-file returns, 1040s, and other tax forms with secure eSignatures. Learn more about tax workflows.
Payroll Documents
Sign paystubs, W-4s, and direct deposit authorizations online. Learn more about payroll document.
Bank Account Documents
Open accounts, approve loans, and authorize wire transfers digitally.
Sign up for your free trial today!
- 30-day free trial
- No credit card required
- 30-day free trial
- No credit card required