E-signature templates
Reuse system and practice templates for documents you send often, with defaults.
The problem it solves
Placing the same fields on the same document every time is repetitive.
How it works
- Create a template or use a built-in one.
- Set defaults.
- Start new signing documents from the template.
What your practice gets
- Repeat documents in one step.
- Fields placed once.
- Consistency across the team.
Questions accountants ask
Are templates provided?
Yes, plus your own.
Can I set a default?
Yes.
What are templates good for?
Documents you send often, such as engagement letters.
Related features
Features that work alongside e-signature templates.
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.
VideoFiling 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.
E-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.
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.