Accountants
Engagement letters signed before tax season piles up.
Engagement letters, CRA authorizations, consent forms, and client approvals — sent, signed, and stored with timestamped completion evidence.
The Problem
Sound familiar?
01
Seasonal volume creates chasing
Small firms spend too much time reminding clients to sign standard forms before work can begin.
02
Client files need clean records
Approvals and authorizations should be easy to retrieve when a client or reviewer asks.
03
Generic signing links feel casual
Professional firms need a client experience that feels controlled and trustworthy.
The Solution
Here's how Dash Sign fixes it.
Reusable signing workflows
Use templates for the forms your firm sends every week or every season.
Client-friendly completion
Clients sign from any device without downloads or confusing handoffs.
Audit records in one place
Keep timestamps, status, and completed files together for firm review.
Start with one recurring client document.
Book a short demo around an engagement letter or authorization workflow.
Get Started for Free
No credit card required. Try Dash Sign free.