Filing signed documents
Folders and rules that file signed documents automatically.
The problem it solves
Signed documents pile up unfiled.
How it works
- Set up folders and filing rules.
- Documents are filed automatically once signed.
- Find them later by folder.
What your practice gets
- Signed documents filed by rule.
- Less manual filing.
- Easy retrieval.
Questions accountants ask
When are documents filed?
Once they are signed.
Can I change the rules?
Yes.
Where do I find them?
In the e-signature folders.
Related features
Features that work alongside filing signed 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.
VideoAI 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.
E-signature templates
Reuse system and practice templates for documents you send often, with defaults.
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.