Electronic signatures
for accountants and bookkeepers.
Streamline client agreements, tax documents, and engagement letters with secure e-signatures. Send unlimited documents for free.
No credit card required
Trusted by professionals at
Get Client Documents Signed Sooner, Keep Every Record Secure, and Save Hours Every Season
Accountants and bookkeepers rely on fast, secure e-signatures to keep client paperwork moving.
Frictionless for Clients
Send the engagement letter, fee agreement, and privacy notice as soon as a client says yes. They open a link and sign from any device, no account needed, so it works just as well for a client who isn't tech-savvy.
Stay Audit-Ready
Clients trust you with their finances, so the paperwork behind an engagement has to hold up. Inkly is ESIGN and UETA compliant, runs on SOC 2 Type II infrastructure, and stamps every signed PDF with a SHA-256 fingerprint, so an engagement letter can't be quietly edited after both sides have signed.
Save Hours Every Week
No more chasing engagement letter signatures or dealing with scanned PDFs. Automatic reminders and reusable templates help you close the loop faster.
Simple, Transparent Pricing
Plans that scale with your business. No upsells, minimums, or confusing bundles. Just fast, affordable e-signatures that do what you need them to.
Save your accounting and bookkeeping documents as a template once. Reuse them forever.
Set up the fields on your engagement letter once, and Inkly remembers exactly where every signature, date, and initial goes. Sending it to the next client is just dropping in their name and email; the fee agreement and consent form work the same way.
Reusable templates are included on Pro and Teams. See how the template workflow works, or compare plans on pricing.
Templates
Upload a PDF to create a template, then use it to start a fresh editable copy.
| Created | Title | Saved by | Recipients | Fields | Actions |
|---|---|---|---|---|---|
| Sep 5, 2026 | Tax preparation engagement letter | Priya Nandakumar | 2 | 6 | Use template |
| Aug 28, 2026 | Consent to disclose tax return information | Priya Nandakumar | 1 | 3 | Use template |
| Aug 14, 2026 | Bookkeeping service agreement | Colin Fairweather | 2 | 5 | Use template |
The documents accounting and bookkeeping practices send for signature.
Inkly works with the PDFs your practice already uses, from the first engagement letter to the representation letter you close the year with.
Client onboarding
- Engagement letters
- Fee agreements
- Privacy notices
Authorizations
- Consent to disclose or use tax return information
- Bank authorization forms
Bookkeeping and advisory
- Service agreements
- Month-end sign-offs
Year-end
- Representation letters
- Organizer acknowledgments
Married couples filing jointly can both sign the same engagement letter as several signers.
How an engagement letter gets signed.
The process is the same no matter which document you send. Your client needs no software and no account, just the link in their inbox, and what comes back is backed by a full audit trail.
- 1
Upload the engagement letter
Bring the exact PDF your firm already sends, whether that's an engagement letter, a consent form, or an authorization. Inkly turns it into a fillable document without you reformatting a thing.
- 2
Place fields and add the signers
Drag the signature, date, and initial fields onto the page and assign each one to whoever needs to sign, your firm or the client. Type in their email and it's on its way.
- 3
They sign, you keep the record
Your client gets a private link and can sign from a laptop, tablet, or phone without creating an account. The moment they finish, you're notified and the signed PDF is ready to download.
Tax preparation engagement letter — Priya Nandakumar
DraftTAX PREPARATION ENGAGEMENT LETTER
Scope of Services
Fees and Payment Terms
Client Deliverables and Deadlines
Signatures
FIRM
CLIENT
Automatic reminders so no engagement letter sits unsigned.
A client who hasn’t signed yet is usually busy, not stalling. Switch on reminders and Inkly follows up automatically, so you’re not the one tracking who still owes you a signature. Available on Pro and Teams.
Send document
Each party gets their own private signing link.
Personal note
1875 leftHi Daniel, here's your engagement letter for this year's return. Once it's signed I'll send over the organizer so we can get started.
Automatic reminders
Schedule reminder emails for unsigned recipients on days 3, 6, and 10.
Unlimited accounting and bookkeeping documents. Start free.
Send engagement letters, consent forms, and client authorizations for free. Upgrade for reusable templates, automatic reminders, and long-term document storage.
Free
For individuals
- Unlimited documents
- Up to 5 signers per document
- Email alerts when someone signs
- Detailed audit logs
- Tamper-evident Certificate of Completion
- Downloadable signed PDF
- ESIGN & UETA compliant
- 14-day document retention
No credit card required
Pro
For professionals and small businesses
Pay $
- Everything in Free
- Up to 25 signers per document
- Unlimited templates
- Automatic & manual signing reminders
- Personal message in signing invites
- Email alerts when someone opens your document
- Unlimited document retention
- 24/7 priority support
Teams
For growing teams
Pay $
- 5 team members included
- Everything in Pro
- Shared workspace documents
- Shared workspace templates
- Teammate invitations
- Admin and member roles
- Centralized billing
Questions accountants and bookkeepers ask before they switch.
Legal validity, client authorizations, reusing your engagement letters, and how long signed records are kept.
Send your first engagement letter
in minutes.
Upload the engagement letter, place the fields, and your client signs from wherever they are.