For Accountants
Engagement letters, signed in one click
Send annual engagement letters to all clients at once. Each addressed personally, signed in minutes.
Common pain points
- Sending annual engagement letters one by one takes hours every year
- Clients lose track of letters sent by post, follow-up calls waste billable time
- No digital audit trail means re-signing is the only option if proof is needed later
Documents accountants commonly sign
- Client engagement letter
- Annual services agreement
- NDA / Confidentiality agreement
- Data processing agreement (DPA)
- Tax return authorisation
- Fee change notification with acceptance
How it works for your practice
Accountant / Practice Manager
- 1Upload your engagement letter template
- 2Import your client list, BuiltSign personalises each letter
- 3Send in bulk, all clients get their own signing link
- 4Track who has signed and send automatic reminders to the rest
Client
- 1Receive a personalised signing link by email
- 2Review the engagement letter
- 3Sign electronically, no account required
- 4Receive a certified copy of the signed letter
Why accountants choose BuiltSign
Bulk sending saves hours
Send the same engagement letter to all clients with one action, each personalised, each tracked.
Full audit trail
Signed letters include timestamp, IP and email verification, your evidence if a fee dispute arises.
EU data residency
Client financial data stays on European infrastructure. GDPR-compliant and audit-ready.
Questions about e-signing for accountants
- No. BuiltSign Pro includes unlimited bulk sending, send engagement letters to your entire client base simultaneously.
- Yes. Use BuiltSign templates with fields (client name, date, services) that are automatically filled per recipient.
- Automatic reminders are sent on your schedule. You can also track status in real-time and resend manually.
- Yes. Under eIDAS SES, a signed engagement letter constitutes a valid electronic agreement across the EU.