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Clients · Octotax for Accountants

E-signatures

Get any document signed, by your client and anyone else, with a signing certificate.

  1. On a client's Documents tab, choose Request signatures on the document.
  2. The client signs in their portal. Add other signers, such as a second director, by email: they get a one-time link and don't need a portal account.
  3. When everyone has signed, a signing certificate with each signer's name, time and a fingerprint of the document is added. Download the signed copy from the document or from Signatures.

If the stored file ever changes after signing, Octotax flags it.

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