Engagement letters, IRS Form 8879 e-file authorizations, tax planning agreements, and client questionnaires — all signed digitally. IRS-compliant. Mobile-friendly. No chase-the-client delays.
Free plan available · No credit card required · ESIGN Act compliant
Built-in features that save time and close deals faster.
Send engagement letters for tax preparation, bookkeeping, audit, and advisory services the moment you open a new engagement. Clients sign on their phone in under 2 minutes. Automatic reminders follow up with slow signers. You never start work without a signed engagement letter again — protecting your firm from scope creep and non-payment.
Send engagement letters for tax preparation, bookkeeping, audit, and advisory services the moment you open a new engagem...
IRS Form 8879 (e-file authorization) requires a qualifying taxpayer signature under IRS Publication 1345. Zignature's 8879 workflow uses identity verification and a knowledge-based authentication (KBA) option that satisfies IRS's remote signing requirements — so you never have to meet in person just to get a tax return signed.
IRS Form 8879 (e-file authorization) requires a qualifying taxpayer signature under IRS Publication 1345. Zignature's 88...
Zignature integrates with QuickBooks Online, Drake Tax, UltraTax, ProSeries, and Karbon via API and Zapier. Trigger engagement letter sends when new clients are added in your practice management system. Auto-upload signed documents to the client's digital file. Eliminate manual document management.
Zignature integrates with QuickBooks Online, Drake Tax, UltraTax, ProSeries, and Karbon via API and Zapier. Trigger enga...
From simple agreements to complex multi-party workflows.
Tax, audit, bookkeeping, and advisory engagement letters — returned signed before any work begins, protecting your firm from scope and payment disputes.
IRS-compliant e-file authorization signatures for individual and business returns — collected remotely without an in-person meeting.
Annual organizers and tax information questionnaires with e-signature acknowledgment that the client has completed and attested to the accuracy of their information.
IRS Form 2848 and state POA forms for tax representation — digitally signed and stored in the client file.
Bookkeeping and accounting agreements with business entities, including multi-party signing for all partners or officers.
IRC §7216 consent forms for tax return information disclosure — required when sharing client data with third parties for ancillary services.
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 accounting firms that have automated their client signature workflow. Free plan available.
Everything you need to know.
Yes. The IRS Publication 1345 allows electronic signing of Form 8879 when using a remote transaction process that authenticates the taxpayer's identity. Zignature's identity verification and audit trail satisfy IRS Publication 1345 requirements for remote 8879 e-signatures.
Zignature's bulk send feature lets you upload your client list and send personalized engagement letters to all clients simultaneously. Each letter is pre-populated with the client's name and prior-year engagement terms. Non-respondents get automatic reminders on your configured schedule.
Zignature integrates with QuickBooks, Xero, Drake Tax, UltraTax, ProSeries, and Karbon via REST API and Zapier. You can trigger engagement letter sends when new clients are added, and auto-upload signed documents to client files in your practice management system.
Yes. The Zignature mobile signing experience is optimized for phone use. Clients receive a signing link by email and complete the signature in under 2 minutes — no app download, no account creation. Most accounting firms see a 10x improvement in signature turnaround time compared to paper or PDF email.
Zignature includes a §7216 consent template for tax return information disclosure. The form requires specific language and must be signed before you share a client's tax information with any third party. The digital signature and timestamp create a compliant consent record.
Zignature supports entity signing with a 'signing title' field where the signer documents their authority to sign (e.g., 'President, ABC Corp'). For multi-owner entities, sequential or parallel signing by all required officers or partners is supported.
Yes. All Zignature signing pages can be branded with your firm's logo, colors, and email footer on paid plans. Enterprise plans support fully custom signing domains (e.g., sign.youracctingfirm.com) for a completely white-labeled client experience.
Documents are stored indefinitely in your Zignature account. Accounting firms typically configure a 7-year retention policy aligned with IRS audit statute of limitations. Automated archiving to your document management system (SharePoint, NetDocuments, etc.) is available on enterprise plans.
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