eSignature solution for tax accounting & financial services
Streamlined document workflows for finance & tax professionals
Manage complex workflows
Send financial statements to multiple signers at once. Set a signing order and assign roles for each signer.
Receive payments on time
Request eSignatures and payments from your clients and receive instant notifications for every transaction.
Collect in-person signatures
Reduce the time it takes to close deals by getting documents signed on the spot.
Secure sensitive data
Keep all documents in a secure cloud service with advanced encryption and two-factor authentication.
Process documents in groups
Invite your colleagues to collaborate on financial reports. Share documents and track all changes in one place.
Create customized templates
Save time by creating templates for your most frequently used tax forms and invoices.
Keep your data secure and compliant
SOC 2 Type II Certified
PCI DSS certification
21 CFR Part 11
Complete eSignature platform that outshines the competition
This chart represents a partial list of features available in signNow, DocuSign, Adobe Sign and HelloSign.
Roles setup in the editor
Include a signer's name in the signature stamp
Drafts for signers
Merge documents into a single PDF
Require recipients to type/draw/upload a new signature for the signing session
Modifiable field order for recipients
Set signature stamp position
Сredit card validation for the text field
Enable/disable the navigation pointer for signer
Editable list of contacts
Conditional document visibility
User and access control
Assistance with HIPAA compliance
Hosted on AWS
Import fillable fields
Change signing session language
Signature type setting
Forward a document
Expiration for signature invite
Reassign a recipient
Reason for Decline to Sign
Decline to sign
Hosted on Azure
Send documents for eSigning
Send documents via a link
Reason for Decline to Sign
Add fillable fields to PDF documents
Basic fillable fields
Certificate of completion
Advanced field formatting
Advanced recipient authentication
Role based field access
Signature in profile
Email notifications settings
Redirect to external link
Share document with teammates
Export to cloud storage services
Customizable recipient emails
Locked signing date
Default date settings
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GO BEYOND ESIGNATURES
- Award-winning eSignature. Approve, deliver, and eSign documents to conduct business anywhere and anytime.
- End-to-end online PDF editor. Create, edit, and manage PDF documents and forms in the cloud.
- Online library of 85K+ state-specific legal forms. Find up-to-date legal forms and form packages for any use case in one place.
Find out how finance & tax professionals benefit using signNow
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Groupama uses signNow to get insurance claims signed, saved, and sent — seamlessly.Learn more
What customers are saying about signNow
"Before COVID, we interacted with clients in person and obtained their signatures that way. However, sometimes only a signature was needed and the client lived far away. I think eSignature tools will be useful for our organization even as COVID ends.”
“We use signNow to efficiently and quickly have candidates sign offer letters, or for signatures required from employees for HR documents. The ease of use for our candidates makes it a worthwhile investment for us.”