eSignHouse for accounting and finance
Engagement season, without the chasing.
One folder per client and year. Your engagement letter, authorizations and onboarding forms fill from the client record, go out together, and anyone who hasn't signed gets a reminder on its own.
Free to start, no card. Works on its own or from inside Claude and ChatGPT.
- Engagement letterFilled
- Consent to use of informationFilled
- Client policiesFilled
- Payment authorizationFilled
What you can send
Everything for one client engagement lives in one folder, with the people and the facts entered once.
Engagement letters
This year's letter filled with the client, the services and the fee, sent to every client in minutes.
Authorizations and consents
Consent and authorization forms collected alongside the engagement, in the same send.
Client onboarding packets
Welcome letter, policies and information forms signed in one go.
Advisory agreements
Advisory and management agreements with every account holder on the folder.
Payroll and bookkeeping agreements
Recurring service agreements filled from the client record each year.
Year-end acknowledgments
Organizer and document acknowledgments signed from a phone.
Upload your own forms today: add a PDF, place the signature fields once, and send it from any folder. Ready-made packages for this field are on the way, and we will set yours up with you on request.
How it works
- 1
Open the client
Client, spouse or partners, and the services for the year. Entered once.
- 2
Fill the packet
Engagement letter and authorizations complete themselves from the client record.
- 3
Let reminders do the chasing
Clients sign on their phone. Anyone who hasn't signed after three days gets a reminder.
Questions
Can both spouses sign the same engagement letter?
Yes. Add both to the folder. Each gets their own link and they can sign at the same time from different places.
Do I still need to check identity for certain tax forms?
Some forms carry their own identity verification rules. eSignHouse records who signed, when and from where on every audit certificate; check your own requirements for forms that need more.
Are electronic signatures legally binding?
In the United States, the federal ESIGN Act and state laws based on the UETA give electronic signatures the same legal effect as handwritten ones for most business documents. A few documents, such as wills and some court filings, have their own rules. Every completed folder includes an audit certificate showing who signed, when, and from where.
Do the people signing need an account?
No. Each signer gets their own link by email and signs in the browser on a phone or computer. Only members of your organization have accounts.
What does it cost?
You can start free with one member and three documents a month. Pro is $19 a month, or $180 a year, for unlimited documents and includes you. Each member you add is $5 a month and each admin $10 a month. People who sign never pay.
Send your next client engagement through eSignHouse
Free to start with one member and three documents a month. Upgrade when you need more.