E-signature dashboard
An overview of signing batches, bulk reminders, signing documents yourself and retained copies.
The problem it solves
Chasing unsigned documents one at a time takes forever.
How it works
- Open the e-signature dashboard.
- Review batches and what is unsigned.
- Send reminders in bulk, sign your own documents and open retained copies.
What your practice gets
- Chase unsigned documents in bulk.
- Sign your own documents too.
- Retained copies in one place.
Questions accountants ask
Can I remind everyone at once?
Yes. Batch reminders are available.
Can I sign a document myself?
Yes.
Are signed copies retained?
Yes.
Related features
Features that work alongside e-signature dashboard.
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.
VideoClient 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.
AI help for signing documents
AI detects the document type, suggests where signature fields go and summarises the document.
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.