Signatures

Engagement letters and tax forms used to mean printing, signing, scanning, and emailing. In the portal, you sign directly — from your laptop or your phone — and your accountant receives the signed copy instantly.

Open Signatures from the sidebar. You’ll see two lists:

• Needs your signature at the top — anything waiting on you
• History below — everything you’ve already signed or that’s been completed

[Screenshot: Signatures queue with pending and history sections]

Why signatures are organized this way

Each signing task is called a “package.” A package can be one document (like an engagement letter) or several documents bundled together. You sign the whole package at once, not document by document.

Opening a package

Click any package in the Needs your signature list. The package opens with the document on screen and a guided signing flow.

[Screenshot: Open signing package with document and signing button]

At the top, you’ll see:

• The document title (for example, “2024 Engagement Letter”)
• The number of fields you need to fill in
• A progress bar that fills as you complete each one

How signing works

The document scrolls in front of you with highlighted fields marking where your information goes.

Common field types:

Click the highlighted field to fill it in. The next field becomes the next one to address — there’s no hunting for what’s left.

The signature dialog

When you click a signature or initial field for the first time, a dialog opens with three tabs:

Type

1. Type your name into the field
2. Pick a font style (cursive, italic, monospace, or modern sans-serif)
3. Click Apply

[Screenshot: Type signature with font picker]

This is the fastest option and works on any device.

Draw

1. Use your finger (on mobile) or mouse (on desktop) to draw your signature in the box
2. If it doesn’t look right, click Clear and try again
3. Click Apply when you’re happy

[Screenshot: Draw signature pad]

This is the most personal-looking option. On a phone, drawing with your finger usually gives a great result.

Upload

1. Click Choose file and pick a PNG or JPG of your signature
2. The file must be 2 MB or smaller
3. Click Apply

If you have a saved image of your signature from a previous document, this is the quickest way to keep it consistent.

After you apply

Your signature appears in the field with a green check mark. The progress bar moves forward. The next field highlights automatically.

You can change a signature before submitting — click the field again to reopen the dialog.

Reviewing the document

Scroll through the whole document at any time. Reading what you’re signing is encouraged — your accountant has explained what the engagement letter covers, but it’s still a contract.

If you spot something that needs to be changed, don’t sign. Message your accountant first.

Submitting

When every required field is filled, the Submit button at the bottom becomes active.

1. Click Submit
2. Confirm you’re ready

Your signed copy is sealed and saved automatically. Your accountant is notified the moment you finish.

[Screenshot: Successful submission screen]

Multi-signer packages

Sometimes a document needs more than one signature — for example, a joint tax return needs both spouses to sign. In that case:

• Each signer signs in their own order (your accountant decides whether it’s “anyone first” or “you first, then your spouse”)
• When you’re done with your part, you’ll see a “Waiting on other signer” message
• The next signer gets their own email with a link to sign
• Once everyone has signed, the package shows as Completed

When you can’t sign right now

You can leave the signing flow at any time. Your filled-in fields save automatically. When you come back, click the same package to pick up where you left off.

If the link in your email has expired, just sign in to the portal and click the package in your Needs your signature list — it’s the same flow.

History

Once a package is completed, it moves to the History section. You can open any past package to:

• See the signed document
• Download a copy as a PDF
• View the audit certificate, which records who signed, when, and from what device

The audit certificate is an official record — keep a copy if you need it for your files.

Rejecting or pausing a package

If something looks wrong on the document, the safest move is to:

1. Don’t submit — leave the package unsigned
2. Message your accountant through the portal’s messages area
3. They’ll either explain the part you’re questioning, or send a revised version

Once a revised version is ready, the original disappears from your queue and the new one appears in its place.

What does it look like on mobile

On a phone, the document fills the screen and the signing controls are in a bar at the bottom. Drawing with your finger is the most common path. Everything else works the same way as on desktop.

[Screenshot: Mobile signing experience]

Tips

• Type your name first for the fastest path. You can always come back and re-do it as a drawn signature if you prefer.
• Read before you sign. Engagement letters spell out fees, timing, and what your accountant is doing for you — worth knowing.
• Save the signed copy. Even though it’s stored in the portal forever, keeping a local PDF is a smart backup.
• Sign as soon as you can. Engagement letters typically gate work — your accountant won’t start preparing your return until it’s signed.

What’s next

• Documents — find a copy of any signed document
• Billing and payments — what to expect after an engagement letter is signed
• Messages — ask about anything in a document before signing