Send engagement letters, tax returns and declarations for signature — and OneSign already knows whose document it is, where to file it, and which job it finishes. Not a generic signing tool bolted on; e-signing that understands an ITR from an engagement letter.
OneSign identifies the document type and reads the names on it, so it can work out who signs and where the signature belongs — placing fields for you.
The signer's email resolves from the client's own record. A confident match is ready to send; anything less waits for you to confirm rather than guessing.
A branded email links them to a clean signing page — on any device, with an optional one-time code for extra assurance. They can even ask a question back instead of signing.
The signed PDF files itself to the client's folder, and the matching job advances on its own — so "signed" and "done" happen in the same moment.
OneSign was built inside an accounting practice, so it handles the things a general e-signing product never has to think about:
Several returns for several people go out as one pack — and each declaration is addressed to the right person, not whoever's listed first.
A reception iPad for clients who came in, and a way to record a document signed on paper — so the queue answers "what's signed but not yet lodged?"
The tax agent's certificate is the firm's to sign — OneSign never auto-places a client signature on it. The right person signs the right line.
An engagement agreement is signed before someone becomes a client — signing it is what makes them one. When they convert, the document follows onto their record.
E-signing that understands your documents, your clients and your workflow.
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