For Accountants
Engagement letters, signed in one click
Send annual engagement letters from one template, each addressed personally and signed in minutes.
What accountancy firms run into
- 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 accounts for adoption by the board
- 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
- 2Add each client's name and email to the template
- 3Send it, and each client gets 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
One template, every client
Each engagement letter is ready in a few clicks from the same template, and you track every client separately.
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
- In the app you send one transaction at a time, with unlimited transactions on Pro, Business and Business Plus. Sending to many clients in one go is possible via the API on Enterprise, up to 500 per call.
- 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, as a rule. A simple electronic signature (SES) under eIDAS can be used validly for an engagement letter; the evidential weight depends on the verification used and the circumstances.
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Uploads up to 1 GB-Bank-grade security-Recognised under eIDAS