Accounting & tax
E-signatures for accounting and tax practices
Engagement letters, tax authorizations, and consent forms clients can sign and return the moment they land in their inbox.
Last reviewed: June 17, 2026
Inkly workflow
Send, sign, track
- 1Upload your engagement letter or authorization form to Inkly
- 2Place signature and date fields for the client
- 3Send, and Inkly emails the client a signing link
- 4Inkly notifies you when it's signed, then download the completed document
Who it's for: CPAs, enrolled agents, bookkeepers, tax preparers, and small accounting firms that collect signed documents from individual and business clients.
Accounting and bookkeeping firms rely on signed documents at the start of every client relationship and throughout the year. Engagement letters protect both parties. IRS authorization forms need a signature before you can act on a client's behalf. Consent to file, representation agreements, and data sharing authorizations all require a clear paper trail. Getting these signed quickly keeps your workflow on schedule during busy seasons.
Inkly lets you send any of these documents by email and collect a signature from your client the same day. Clients sign from a link on their phone or computer, with no software to install. Once signed, the document is complete and ready to download, with a record of exactly when and how it was signed. Designed for ESIGN and UETA compliant workflows, Inkly gives your practice a clean, professional signing process.
What you'll send
- Engagement letters
- IRS Form 8821 and 2848
- Consent to file authorization
- Bookkeeping service agreements
- Data sharing consent forms
Common challenges
- Chasing clients for signed engagement letters at the start of every tax season
- Clients mailing or faxing back authorization forms, creating delays
- Keeping tidy records of signed consent forms across dozens or hundreds of client files
Best for
- Firms onboarding new clients who need signed agreements before work begins
- Practices collecting IRS authorizations and consent forms at scale
- Accounting teams wanting a clear audit trail for every signed document
Not best for
- Practices needing to generate tax forms or populate client data within the signing tool
- Firms requiring integration with practice management software
Security and compliance
Security built into
every signature.
Documents are encrypted, every signer is accounted for, and each step is recorded in a tamper-evident trail you can download anytime.
ESIGN & UETA compliant
Every signature carries intent, attribution, and a tamper-evident audit trail.
Encryption everywhere
AES-256 protects stored files. SHA-256 hashes make signed PDFs tamper-evident.
SOC 2 infrastructure
Runs on independently audited, SOC 2 Type II–compliant infrastructure.
Downloadable audit trail
View, signing, and completion events are captured in a Certificate of Completion.
Pricing
Plans that scale with
your signature volume.
Start free for your first 5 documents. Upgrade when your contracts pick up speed.
Free
Free forever for light, personal signing.
- 5 sent documents per 30 days
- Upload, prepare, and send PDFs
- Email signing links
- Completion notices
- Basic sender status
- Finalized PDF download
- Tamper-evident audit trail
- 14-day document retention
No credit card required
Pro
Unlimited signing for individuals.
- Everything in Free
- Unlimited sent documents
- Unlimited personal templates
- Unlimited document retention
- Open notifications
- Signing reminders
- Personal message in signing invites
Teams
For growing teams that close together.
- 5 team members included
- Everything in Pro
- Shared workspace documents
- Shared workspace templates
- Teammate invitations
- Admin and member roles
- Seat management
- Centralized billing
- Team-visible activity
FAQ
Common questions
Short, practical answers to what teams ask before they start sending.
Related pages
Keep exploring
Explore related industries, use cases, and document workflows without starting from scratch.
Send your first document
in under a minute.
Drag in a PDF, place your fields, and watch the signatures roll in.