Product
A complete signing workflow for accounting practices
Not a stripped-down signature pad. Every feature your practice needs to send, track and complete client signing requests, from upload to evidence record.
Document packs
Bundle multiple documents into a single signing request, the way accountants actually work.
Multi-document packs
Up to 10 PDFs per pack. Combine accounts, tax computations, representation letters and any supporting documents.
Page preview & reordering
Preview every page before sending. Drag to reorder documents within the pack.
Precise field placement
Signature, initials, date, text and checkbox fields. Drag-and-drop or keyboard-accessible placement.
Recipients & permissions
Control who sees what. Not every recipient needs access to every document.
Multiple recipients
Up to 10 recipients per pack. Assign each person independently.
Role-based actions
Signer, approver and view-only roles with clear responsibilities for each recipient.
Document-level privacy
Choose exactly which documents each recipient can see and sign. Enforced on the server, not just hidden in the UI.
Templates & clients
Save your common setups and manage your client relationships in one place.
Reusable templates
Save field positions, recipient roles and document layouts. Create a new request from a template in seconds.
Client management
Client and entity records with multiple contacts. Link every request to a client for easy searching.
CSV import & export
Import clients from a spreadsheet with column mapping and duplicate review. Export any time.
Tracking & evidence
Know exactly where every request stands, with a complete record of what happened.
Smart reminders
Automatic reminder schedules with rate limits. Manual nudges when needed. Automatic stop on completion.
Evidence records
Every action timestamped. Tamper-evident documents tied to exact versions signed by each recipient.
Secure access
Expiring scoped tokens, email verification, and optional SMS verification. No shared links or public URLs.
Practice tools
Built for teams, with the controls practices actually need.
Practice branding
Your logo, colours, invitation wording and reply-to identity on every email and signing screen.
Team management
Owner, admin and member roles. Explicit document access rules: unlimited staff does not mean unrestricted access.
Downloads & storage
Individual signed documents or complete packs with evidence. Secure cloud storage with controlled access.
See it in action
Try the interactive demo or sign up for PractiSign.