eSignature software for accountants and tax firms
With BoldSign, you send engagement letters and tax forms from saved templates. Clients sign from a link on any device, at any time.
- Clients sign without an account
- Automatic reminders
Trusted by 50,000+ businesses worldwide
Why choose BoldSign for your accounting firm
With BoldSign, your firm sends every client document from one account and checks who is signing, so tax season runs without chasing paperwork.
Send and track
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Reusable templates
Save engagement letters and financial statement forms as templates, and send them again every season.
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Several signers, in order
Collect signatures from partners, spouses, and reviewers in the order you set, for audit confirmations and approvals.
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Client follow-ups on autopilot
Track every client document in one list, and switch on automatic reminders when you send it.
Trust and identity
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Identity checks where they matter
Turn on KBA or ID verification for sensitive tax forms, and send everything else with a plain email link.
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Your firm’s branding
Clients see your logo and colors on every signing email and signing page.
Grow and get help
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Grows with your firm
Send as many engagement letters and tax forms as you need, and add staff as your practice grows.
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Your Xero contacts in BoldSign
Xero contacts sync into BoldSign every 24 hours, ready to pick as recipients.
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Help included on every plan
Help by chat, email, or support ticket, free on every plan.
How do accountants use BoldSign eSignatures?
With BoldSign, you send client documents from templates and track each one in a single list, so unsigned forms stop holding up tax season. Next season, the same template works again.
Works in: the BoldSign web app in any browser, and the BoldSign iOS and Android apps. Clients sign in any browser.
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Save the document as a template
Upload your engagement letter once, add signature fields, and reuse it for every client.
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Send it in signing order
Add each signer, such as both spouses on a joint return. Each gets the document once the one before signs.
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Track it and keep the signed copy
Turn on automatic reminders as you send, and set how many days apart they go out. See who has viewed and signed, then download the signed document with its audit trail.
Signer identity checks for tax documents
BoldSign can ask a client to pass a check before the document opens: an access code, a one-time code, KBA, or ID verification.
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Access code or one-time code
The client enters a code you share, or one BoldSign sends by email or text.
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Knowledge-based authentication
The client confirms their legal details and answers questions drawn from public records. The IRS requires this check when a taxpayer signs Form 8879 or Form 8878 remotely.
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ID verification
The client photographs a passport or driver’s license and takes a live selfie, which Stripe Identity checks.
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Audit trail with every document
Each signed document records names, email addresses, IP addresses and the date and time of every action.
Can you send and sign tax documents from a phone?
Yes. Clients sign BoldSign documents in any phone browser, with no app and no account. Your firm sends, signs, and tracks client documents in the BoldSign iOS and Android apps.
The BoldSign mobile app
Send a saved template to a client, sign documents yourself, and check who has signed. The iOS and Android apps come with every plan.
Scan the QR code or tap an app store badge to get started.Tap a badge to get the app.
Can you send client documents for signature from Claude?
Yes. BoldSign connects to Claude Desktop, so your firm can send and check client documents by asking Claude in plain words.
BoldSign in Claude
Ask Claude to send an engagement letter from a saved template, check who has signed, or send a reminder. Add the BoldSign connector in Claude Desktop and sign in.
Can clients sign in the office on your mobile or tablet?
Yes. With BoldSign in-person signing, a staff member hands a tablet or phone to the client, who signs on the spot. The host must be a user on your BoldSign account.
How are client tax documents kept secure?
BoldSign encrypts every document twice with AES-256. Its security controls are independently audited for SOC 2 Type 2, and each standard is listed on the Compliance page inside your BoldSign account.
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.
Tax season eSignature cost for a 3-person firm
A 3-person accounting firm pays $180 a year for BoldSign on the Growth plan, or $540 a year on the Business plan. KBA is billed separately at $1.50 for every attempt, so 150 KBA attempts add $225. Prices are in USD.
| 3-person firm | Growth plan | Business plan |
|---|---|---|
| Price per user a month, billed yearly | $5 | $15 |
| Plan cost a year for 3 users | $180 | $540 |
| Documents the firm can send | 150 a month | Unlimited |
| KBA rate, charged per attempt | Not available | $1.50 an attempt |
| 150 KBA attempts a year | Not available | $225 |
| Total a year with 150 KBA attempts | $180 | $765 |
Estimate your own eSignature cost
Two BoldSign calculators show what BoldSign would cost your team and what switching would save.
- Calculator
BoldSign pricing calculator
Set your number of senders, monthly envelopes, and add-ons to see your monthly or yearly cost.
Estimate your cost - Calculator
eSignature ROI calculator
Compare what your current eSignature tool costs with what BoldSign would cost.
Estimate your savings
Limits and costs to know before you send tax documents with BoldSign
BoldSign collects and tracks signatures on documents your firm prepares. It does not prepare or e-file tax returns. SMS codes, Bulk Send, KBA, and ID verification are add-ons from the Business plan up, and each is charged per use.
- $0.20 per SMS one-time code For signer checks by text message.
- $0.25 per envelope sent with Bulk Send One template sent to a list of clients from a CSV file.
- $1.50 per KBA attempt Charged each time questions are generated, pass or fail.
- $2 per ID verification attempt Charged per completed attempt, pass or fail.
- $5 Xero integration, per organization a month An add-on from the Growth plan up.
- 50 envelopes per user a month on the Growth plan The Growth plan also holds 10 templates.
Which accounting firms use BoldSign?
Premier Tax and Accounting Group moved its client signatures from Docusign to BoldSign. Watch Gwen tell the story.
Premier Tax and Accounting GroupTax practice, United States
From chasing about 65% of client documents to waiting on just 2
“I would say, on average, I would be chasing typically about 65% of my clients’ documents. I am literally down to waiting on two documents from clients after using BoldSign.”
Gwen, Owner of Premier Tax and Accounting Group
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
Documents accounting firms send for eSignature
With BoldSign, accounting firms send the client paperwork of a tax season for signature, from engagement letters to IRS forms.
- Engagement letters and service agreements
- IRS e-file authorizations, Forms 8879 and 8878
- IRS authorization forms, such as Form 2848 and Form 8821
- Tax return approvals and client consent forms
- Representation letters and financial statement sign-offs
- Client onboarding forms and W-9s
- Payroll forms, such as W-4s and direct deposit forms
- Internal policies and confidentiality agreements
IRS Publication 1345 requires knowledge-based authentication when a taxpayer signs Form 8879 or Form 8878 remotely. BoldSign offers KBA as a signer check on these documents.
More guides for accounting firms
BoldSign guides cover signer checks, KBA, Xero, and financial statements.
- Page
Signer authentication
Every way BoldSign confirms a signer before they sign.
See the page - Guide
Knowledge-based authentication
How KBA works and how to turn it on.
Read the guide - Page
BoldSign and Xero
Use your Xero contacts as recipients.
See the page - Guide
Signing financial statements
Send statements to several signers in order.
Read the guide
Switching from another eSignature tool
Docusign templates import into BoldSign at no charge with BoldSign’s import tool, and BoldSign support helps teams make the switch.
- Guide
Import your Docusign templates
Step-by-step help for moving Docusign templates into BoldSign.
Read the import guide - Comparison
BoldSign compared with Docusign
Features and prices side by side, for teams moving from Docusign.
See the Docusign comparison - Comparison
BoldSign compared with Dropbox Sign
For teams moving from Dropbox Sign, formerly HelloSign.
See the Dropbox Sign comparison - Comparison
BoldSign compared with Adobe Acrobat Sign
For teams moving from Adobe Acrobat Sign.
See the Adobe comparison - Comparison
BoldSign compared with PandaDoc
For teams moving from PandaDoc.
See the PandaDoc comparison - Comparison
SignNow and other tools
Every eSignature tool BoldSign is compared with.
See all comparisons
Questions accountants ask about eSignatures
What is the best eSignature software for accountants?
BoldSign. You send engagement letters and client forms from templates and check who is signing before they sign.
Are electronic signatures legally binding for accounting documents?
Yes. BoldSign complies with the ESIGN Act, UETA, and eIDAS, so its signatures are secure and legally binding.
Do clients need a BoldSign account to sign?
No. Your clients get a BoldSign signing link by email and sign without an account or an app.
Can a firm send one engagement letter to many clients at once?
Yes. BoldSign Bulk Send sends one template to a list of clients from a CSV file, and each client gets a letter with their own details.
Where are signed documents stored?
Every signed document stays in your BoldSign account, ready to download.
Is there a free trial for accounting firms?
Yes. You get a 30-day free trial of the BoldSign Growth and Business plans, with 50 eSignature documents and no credit card.
Get client signatures back this tax season without chasing
Try BoldSign free for 30 days and send your first engagement letter today.
Last updated: October 15, 2026