Engagement letters, IRS Form 8879 e-file authorizations, and client agreements — signed before tax season becomes a scramble. Automatic reminders. IRS-compliant. Free to start.
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Built-in features that save time and close deals faster.
Send engagement letters by email for digital signature — no printing, no mailing, no scanning. Create templates for tax prep, bookkeeping, audit, and advisory services. Annual renewal sends existing client templates automatically at the start of each tax season. Reminders chase late-signing clients so you don't have to.
Send engagement letters by email for digital signature — no printing, no mailing, no scanning. Create templates for tax ...
IRS Form 8879 (e-file authorization) requires a qualified taxpayer signature under IRS Publication 1345. Zignature's 8879 workflow uses identity verification that satisfies the IRS's remote transaction requirements — letting clients sign their tax authorization from home without an in-person meeting.
IRS Form 8879 (e-file authorization) requires a qualified taxpayer signature under IRS Publication 1345. Zignature's 887...
Zignature connects to your existing accounting software stack. Auto-send engagement letters when new clients are added in QuickBooks Online or Karbon. Upload signed documents automatically to client files in your document management system. Eliminate the manual file management step after every client signature.
Zignature connects to your existing accounting software stack. Auto-send engagement letters when new clients are added i...
From simple agreements to complex multi-party workflows.
Individual and business tax preparation engagement letters — returned signed before any tax season work begins.
IRS-compliant e-file authorization for 1040, 1120, 1065, and other returns — signed remotely without an office visit.
Monthly bookkeeping and controller services agreements with scope, pricing, and access authorization signed before onboarding.
Audit, review, and compilation engagement letters with independence acknowledgment and management representation letter preparation.
Tax return information disclosure consent forms — required before sharing client data for advisory or referral services.
Form 2848 and CAF authorization for tax representation — signed and filed before any IRS communication on the client's behalf.
No training required. Send your first document today.
Drag and drop any PDF, Word doc, or upload from Google Drive, Dropbox, or OneDrive.
Place signature, date, initials, and text fields. Assign each field to the right signer in seconds.
Recipients get a branded email and sign from any device — no account needed. Track opens and completions in real time.
Every signer receives a completed PDF with a tamper-proof audit trail. Automatically stored and searchable.
Join CPA firms using Zignature to automate client signature workflows. Free plan available.
Everything you need to know.
Yes. IRS Publication 1345 permits electronic signatures on Form 8879 when using a qualifying remote transaction process that authenticates the taxpayer. Zignature's identity verification and audit trail (documenting signer identity, IP, and timestamp) satisfy the IRS's remote signing requirements for e-file authorization.
Upload your client list as a CSV or sync from QuickBooks/Karbon, select your engagement letter template, and send to all clients simultaneously with one bulk action. Each letter is personalized with the client's name and prior year terms. Automatic reminders handle slow signers — you never have to manually follow up.
Yes. Clients receive an email with a signing link and complete the signature in under 3 minutes on any device. No Zignature account required. Mobile-optimized interface works on all smartphones. Most accounting firms report a 10x improvement in signature turnaround time compared to mailing paper engagement letters.
Zignature connects to Drake Tax, UltraTax, ProSeries, and Lacerte via Zapier. You can automate 8879 sends when returns are marked ready for client signature in your tax software. Signed 8879s automatically upload to the client file in your document management system.
Zignature includes an IRC §7216 consent form template with the required statutory language. The form must be signed before you share any client tax return information with third parties (referral partners, wealth advisors, insurance agents). The digital signature and timestamp create the required consent documentation.
Yes. For corporate clients requiring officer signature plus a second authorized representative, configure sequential or parallel multi-signer workflows. Partnership engagement letters can route to each partner in succession. Each signer receives their own signing link and is documented independently in the audit trail.
Your Zignature dashboard shows every outstanding engagement letter with client name, date sent, and last activity (opened, viewed, signed). Filter by status to see only unsigned letters. Export a CSV of outstanding signers to share with your team at the start of each week during tax season.
Yes. IRS Form 2848 (Power of Attorney) can be signed electronically through Zignature. The IRS now accepts electronically signed 2848s submitted through its secure Electronic Authorization portal. The Zignature-signed PDF is accepted for the taxpayer and representative signatures.
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