Win the work · E-signature
E-signature for accountants, inside the engagement
Send proposals, engagement letters, consents and firm documents for signature from the client record. Clients sign on any device, every step is logged, and a signed letter creates the jobs it agreed.
- Sign on phone or desktop
- Certificate on every signature
- Jobs created on signing
A. Shrestha sent for signature — engagement letter, 6 pages
SentT. Okafor opened the letter — mobile
ViewedT. Okafor signed — signer 1 of 2
SignedReminder sent to signer 2 — scheduled, not manual
AutoC. Okafor signed — certificate issued
Complete3 jobs created from the agreed services
JobsBuilt by accountants, used by the firms behind FigsFlow
The problem
A signature tool is one more place to look
When signing happens in a separate tool, the signed copy has to be downloaded, renamed, filed and acted on by hand. That is where letters go missing and work starts late.
Separate e-sign tool
- Documents uploaded again for every signature
- Signed copies filed by hand, if at all
- No link between the signature and the work
- Chasing unsigned letters is a calendar reminder
E-signature in FigsFlow
- Send from the record the document already lives on
- Signed copy and certificate file themselves
- A signed letter creates the jobs it agreed
- Reminders go out on a schedule you set
How it works
Send, sign, start the work
Prepare
The proposal or letter is already on the record. Add signers and the order they sign in.
Send
Signers get a clear email or text with one link. No account, no download.
Sign
They read and sign on any device. Each step is timestamped as it happens.
Act
The signed copy and certificate file to the record, and the agreed jobs are created.
What you get
Signatures and approvals for engagement documents
Built for the documents an accounting firm sends a client: proposals, engagement letters, consents and firm documents.
Multiple signers
Set the signing order for directors, partners or trustees. Each is notified in turn.
Completion certificate
Who signed, when, and from which device, attached to every signed document.
Internal approvals
Route a fee change or a letter to a partner for approval before it goes to the client.
Scheduled reminders
Unsigned documents get polite reminders on your schedule, and stop once signed.
Mobile signing
Large targets, one action at a time, designed for clients signing on a phone.
Filed automatically
The signed copy lands on the client record. Nobody downloads or renames anything.
The signature does the work
Signed is a starting gun, not a filing task
When the last signer signs an engagement letter, FigsFlow creates the jobs for the services it agreed, assigns them, and moves the client to onboarding.
The certificate stays with the document on the record, ready for anyone who later asks when and how the client agreed.
- Document
- Engagement letter6 pages · version 2
- Signers
- 2 of 2 signedT. Okafor, C. Okafor
- Completed
- 7 October 2026, 11:07Signer 2 on desktop
- Approvals
- Fee approvedA. Shrestha, partner
- Created on signing
- 3 jobsYear-end accounts · tax return · monthly bookkeeping
Where it sits
The moment won becomes work
Signing sits between the letter and onboarding. It reads the document from the record and writes the result straight back.
Live for every firm
- Proposals, letters, consents and firm documents
- Multiple signers, order and reminders
- Completion certificate on every signature
Worth knowing
- E-signature here covers engagement documents only
- Signing rules can differ by country and document type
Works with
Related modules
FAQ