Signer verification codes
Send a one-time code to the signer and verify it before they can sign.
The problem it solves
Without a check, you cannot be confident who opened the signing link.
How it works
- The signer opens the document.
- A one-time code is sent to them.
- They enter it before signing.
What your practice gets
- Better evidence of who signed.
- Simple for signers.
- Recorded with the document.
Questions accountants ask
How is the code sent?
By the contact method recorded for the signer.
Is it required?
Verification happens before signing.
Is it recorded?
Yes, with the document.
Related features
Features that work alongside signer verification codes.
Client signing page
Signers open a link, verify who they are, sign and submit from any device.
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.
E-signature dashboard
An overview of signing batches, bulk reminders, signing documents yourself and retained copies.
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.
VideoSee 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.