E-signature for accountants & bookkeepers

Get engagement letters and client approvals signed without another recurring seat fee.

For accounting firms, independent accountants and bookkeeping services that already prepare engagement letters and client documents elsewhere and need a simple signing step at onboarding or when scope changes.

Start with 3 free creditsSee pricing
✓ No monthly fee✓ Use your own PDF✓ Multiple signers included✓ Recipient needs no account
Common documents

Sign the specific decision that moves the work forward.

Keep drafting and preparation in the tools you already use; PocketESign enters when the final version needs a clear, retrievable approval.

Engagement letterServices, responsibilities, fee basis, timing and limits of the engagement.
Scope or fee changeDocument additional work, revised pricing or a changed service package.
Client authorization or acknowledgementRecord a specific client approval when your process calls for it.
Year-end or project handoff acknowledgementCapture receipt or acceptance of a defined deliverable when useful for your records.
Why pay as you go

Do not turn irregular signing into permanent software rent.

Accounting and bookkeeping demand is often seasonal. Onboarding, year-end work and filing periods can create bursts of signatures followed by quieter months. Pay-as-you-go credits can reduce software waste when a full document suite is unnecessary.

PocketESign model1 credit = 1 completed signing request

The credit is reserved while the request is active and used on completion. If it is cancelled, declined or expires, the reservation is released.

Three-step workflow

From final document to signed record.

1

Finalize & export

Create the exact PDF you want approved.

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2

Add fields & signers

Place fields and add only the people who need to sign.

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3

Send, track & keep

Track status and keep the completed version with your records.

Product fit

A focused tool is an advantage only when it fits your process.

PocketESign is suitable for ordinary PDFs when electronic signing is appropriate. It does not replace tax-authority portals, regulated e-file authorizations, identity-verification requirements, notarization or any form that must follow a prescribed signing process. Check the rule that applies to the specific document.

See how to send a contract without a subscription →
Next reads

Go deeper only where you need it.

These guides connect this use case to the relevant document, pricing or approval workflow.

Agreements

How to Sign a Service Agreement

Preparation, signers, fields and retention of the completed PDF.

Read guide →Templates

E-Signature Template Best Practices

Reuse field layouts without carrying stale terms forward.

Read guide →How-to

How to Send a Contract Without a Subscription

A practical workflow from final version to signed record.

Read guide →
FAQ

Common questions.

Can I send an engagement letter for signature?

Yes, when electronic signature is appropriate for that engagement letter. Finalize the PDF, add the required signer fields and send it.

Can I reuse the same engagement-letter layout?

Yes. Templates can help with repeatable field placement, but review the terms and client-specific details before each send.

Can I use PocketESign for tax forms that have special signing rules?

Do not assume so. Tax agencies and regulated forms can require specific authorization or identity procedures; follow the applicable instructions for that form.

Browse more resources →
Start without a card

Try your own PDF with 3 free credits.

No subscription and no signer account required.

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