Signatures & approvals
E-signature workflow built for CPA firms
CPArelay is e-signature software for CPA firms that keeps engagement letters, consents, and tax documents moving — and separates formal signatures from the quick client approvals that just need a recorded yes.
Free trial · no credit card required
No separate signature tool to license, no hunting through email to find out who still has not signed.
Engagement letters
Send engagement letters for signature and track every signer
Engagement letter signature software should not live in a separate tab from the engagement itself. Send the letter from the client record, track who has signed and who has only viewed, and nudge pending signers without rewriting the same email.
- Send engagement letters, consents, and tax documents for e-signature.
- Support multiple signers on one document — spouses, partners, officers.
- See sent, viewed, and signed status at a glance.
- Nudge pending signers with one click.
Client approvals
Not everything needs a signature — some things need a yes
Some client actions need a signed document. Others just need a recorded decision. As CPA client approval software, CPArelay lets you request a quick yes/no approval when the client needs to confirm a draft, authorize a step, or acknowledge a decision.
- Request approvals on drafts, decisions, and next steps.
- Each approval is recorded on the project — no digging through email.
- Use signatures when the document must be signed and retained; use approvals for simple client yeses.
Connected to the client record
Signed copies stay where your team can find them
Completed signature requests and recorded approvals stay connected to the client and the engagement. When someone asks whether the letter came back signed, the answer is one click away — for anyone at the firm.
Clients sign from the portal
Clients review and sign from the same portal where they see requests, invoices, and payments — one clear place to respond.
Client portalPart of the engagement
Signature status shows up alongside project stage, to-dos, and document requests, so stalled sign-offs never hide.
Engagement managementFrom yes to invoice
Once the work is approved and signed, bill it — proposals, invoices, and payment collection live in the same workspace.
Invoicing & paymentsStop chasing unsigned letters
Send documents for e-signature, capture client approvals, and keep every signed copy connected to the engagement it belongs to.
Free trial · no credit card required