AI help for signing documents
AI detects the document type, suggests where signature fields go and summarises the document.
The problem it solves
Placing fields on long documents is slow and easy to get wrong.
How it works
- Upload the document.
- AI detects its type and suggests field positions.
- Check and adjust the fields, then send.
What your practice gets
- Easier set-up of long documents.
- Suggested fields you confirm.
- A summary to check what is being signed.
Questions accountants ask
Are fields placed automatically?
AI suggests positions; you confirm or move them.
What does the summary cover?
The content of the document being sent.
Is the AI required?
No. You can place fields yourself.
Related features
Features that work alongside ai help for signing documents.
Send documents for e-signature
Create a signing document from a file or template, place the fields, invite the signers, track progress, cancel if needed and keep the signed copy.
VideoE-signature dashboard
An overview of signing batches, bulk reminders, signing documents yourself and retained copies.
Client signing page
Signers open a link, verify who they are, sign and submit from any device.
Signer verification codes
Send a one-time code to the signer and verify it before they can sign.
E-signature templates
Reuse system and practice templates for documents you send often, with defaults.
Filing signed documents
Folders and rules that file signed documents automatically.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.