E-signing guide | OneHQ support

Overview

OneHQ has e-signing built in — it's called OneSign, and there's no separate subscription. Send an engagement letter, a tax return or a declaration, and OneSign already knows whose document it is, where to file it, and which job it finishes.

That's the difference from a generic signing tool: it lives inside your practice, so it understands your clients and your work rather than just shuffling a PDF around.

How it works

Drop a document into your To Sign folder, or send one straight from a client — OneSign takes it from there.

1

It reads the document

OneSign works out the document type and reads the names on it, so it knows who should sign and where the signature belongs.

2

It matches the client

The signer is matched to the right client from your list, and their email comes from the client's record. A confident match is ready to send; anything less waits for you to confirm rather than guessing.

3

The client signs

They get a branded email linking to a clean signing page — on any device, with a one-time code if you want the extra assurance. They can even ask a question back instead of signing.

4

It files and finishes

The signed PDF files itself to the client's folder, and the matching job moves along on its own — so “signed” and “done” happen together.

The signing queue

Everything you've sent lives in one queue, so you can see what's still out and what needs you. Each row shows the document, the signer, the client, and where it's up to.

It surfaces the things that actually need action — a link that bounced (with a one-click way to fix the address), a client who's asked a question, a send you've scheduled for later — so nothing quietly stalls. Signed documents drop off onto the client's record.

Built for accounting

OneSign was built inside a real practice, so it handles the things a generic signing tool never has to think about:

Packs for a family group — several returns for several people go out as one pack, each declaration addressed to the right person.
Sign in the office, or on paper — a reception iPad for clients who came in, and a way to record a document signed on paper, so the queue always reflects reality.
It signs the client's part, never the firm's — the tax agent's certificate is yours to sign; OneSign never puts a client's signature on it.
Sign before the client exists — send an engagement letter to a prospect, and when they come on board the signed document follows onto their record.

Frequently asked questions

No — OneSign is built into OneHQ. There's no separate subscription and nothing extra to log into.

They get a branded email linking to a signing page they can use on any device — with an optional one-time code for extra assurance. Clients who come into the office can sign on a reception iPad instead, and a document signed on paper can be recorded too.

Yes. On completion the signed PDF files to the client's folder, and the matching job moves along — so signing and finishing the job happen together, with nothing to move by hand.