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.