Electronic Signatures for Accounting Firms

We take legality seriously. BoldSign is certified with SOC 2®, GDPR, HIPAA, and PCI DSS compliant. Your security and legal peace of mind is our priorities.

Seamlessly integrating with the existing accounting software Xero will streamline workflow, reduce manual data entry, and minimize errors.

Pre-designed templates for common accounting documents (e.g., tax returns, financial statements, engagement letters) that can be easily customized. Workflow automation for sending, tracking, and managing documents can save time and improve efficiency.

You can accommodate multiple signers in a specified order, which is often necessary for documents that require signatures from various stakeholders (e.g., audit confirmations, contracts).

A mobile-friendly platform that allows clients and staff to sign documents from anywhere, anytime, using a smartphone or tablet. This increases convenience and speeds up the signing process.

You can manage client information and documents easily, including setting reminders, expiration dates for signatures, and automated follow-up messages for outstanding signatures.

Allows robust authentication methods to verify the identity of signers, such as email verification, access codes, or SMS verification.

BoldSign can scale to accommodate your firm’s growth, supporting an increasing number of users and documents without compromising performance.

BoldSign provides access to responsive customer support and training resources to ensure that the firm can effectively implement, use, and troubleshoot the eSignature solution.

BoldSign empowers accounting firms to revolutionize their processes through secure, legally-binding electronic signatures, ensuring professionals reap the benefits of enhanced efficiency and compliance. BoldSign empowers accounting firms to transform the processes with secure, legally-binding electronic signatures.