Docusign for Accounting and Tax
Save time and support your compliance requirements
Get signatures faster and streamline your agreement management: Through automated workflows and AI-assisted search and insights, Docusign IAM helps accountants and tax specialists effortlessly track, manage, and optimize agreements—while meeting strict legal and compliance standards.
Speed up modern experiences, securely
- Gain critical speed when deadlines are looming
Send your tax and accounting documents for electronic signature, saving time and hassle. Turn documents around faster, so you can focus on client work instead of on tracking documents.
- Meet security and compliance requirements
Docusign meets or exceeds stringent global security standards and offers industry leading authentication and audit trail with eSignature. Add identity verification to your agreement processes to enhance security.
- Give your customers the modern experience they expect
Standardize your client onboarding documents and accelerate the signature process so you can spend more time with clients and less on administration.
How accounting and tax firms use Docusign
- Electronic tax filing
IRS Form 8878
IRS Form 8879
- Client engagement
Engagement letters
Practice continuation agreements
NDA
Rate cards
- Client services
Final reports
Audit acceptance
Power of attorney agreements
LLC formation
Invoicing and payments
- Hiring and staff onboarding
Offer letters
Independent contractor agreements
Consent for background check
Tax forms (W4, I9)
Employee handbook
Ready to modernize your processes?
eSignature for accounting and tax
Securely send tax forms and agreements for electronic signature and maintain a complete audit trail.
Additional Docusign capabilities for accounting and tax
Featured integrations for accounting and tax
Easily embed Docusign into your existing tools with 1,000+ prebuilt integrations with leading tax and accounting platforms and other critical business systems.
eSignature for Salesforce
IntegrationsBy DocusignSend, sign, and succeed with the world’s #1 eSignature solution and the world’s #1 CRM, together.
eSignature for NetSuite
IntegrationsBy NetSuiteCollect signatures electronically from an opportunity within NetSuite with a single click.
eSignature for Workday
IntegrationsBy WorkdayTransform the agreement process by integrating Docusign eSignature into any core Workday business function.
eSignature for Salesforce
eSignature for NetSuite
eSignature for Workday
Docusign IAM is the agreement platform your business needs
