Launching Soon
eSignature for Accounting FirmsCollaborative and secure eSignature software for your accounting firm
Engage clients effortlessly, get approvals faster, and streamline your document workflows.
![A client's signature on an approval within Karbon.](/static/83b0788d5cda5235c6788d2b9d554342/6e32a/tout-01.png)
Collect eSignatures and approvals painlessly
Prepare documents for approval and request electronic signatures right from Karbon.
Clients can sign documents or approve any type of file through a secure link instantly from any device, making it fast and flexible for everyone to get to the next step.
![A checklist of tasks showing approved and signed items](/static/2f4ae7358fb28402b7a1dcda2ee0c20e/9b0ec/tout-02.png)
Centralise your document workflow
With eSignature embedded in your document workflow, you can keep all client documents organised and accessible in one place.
No more app-switching to track down a critical approval or eSignature—all the context you need can be found in Karbon.
![A timeline showing who has sent, viewed, and signed a document](/static/447fd08bf17c2743f96ee563011cae50/e2f7e/tout-03.png)
Track all activities automatically
Stay in control with real-time updates on document approval and eSignature statuses.
See who has viewed, signed, and what’s pending, and track every action taken with an auto-generated and time-stamped trail of all activities.
![A view of the Karbon auto-reminders dialogue box, showing a reminder with a custom email template set to send every two business days](/static/9c54de3fc8205247f0f88c1e91a289cc/ace27/tout-04.png)
Automate the client chase
Set up customisable reminders on approvals and eSignatures to cut down the manual client chase.
Use Karbon’s powerful task automators to instantly get on to the next task when your client has given the requested approval or an electronic signature on a document.
![Karbon is AICPA SOC 2 Type 2 compliant.](/static/83a046d7db99b50d05c7dcc4b18c6acc/066b6/tout-05.jpg)
Ensure security and compliance
Protect you and your clients with top-tier security and compliance standards.
Karbon’s eSignature feature is built with the same encryption and data protection mechanisms used across Karbon to ensure your information and documents are always kept secure.
eSignature & Approval Features
Document ApprovalUpload and prepare documents for client approval
Document CustomizationDrag and drop editable fields onto your document
Create Approval Tasks from WorkCreate a document approval task directly on any work item or work template
Create eSignature Tasks from WorkCreate an eSignature task directly on a work item or work template
Multiple SignatoriesAdd one or multiple signers on an approval or eSignature task
Email Template CustomizationEdit and customise the request emails to reflect your brand
Auto RemindersSet up reminders to auto-chase clients until requests are completed
Automated Activity HistoryGet real-time updates on all activities related to an approval or eSign request
Security & ComplianceYou and your clients’ data are fully encrypted in transit and at rest