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eSignatures & Approvals for Accounting Firms

eSignatures & Approvals

Engage clients easily, get approvals faster, and streamline document workflows.

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Collaborative and secure eSignature software for your accounting firm

Karbon for Clients on a mobile phone, with a signature reminder notification highlighted.

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

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

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

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.

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 Approval

Upload and prepare documents for approval

Document Customisation

Drag and drop editable fields into documents

Email Template Customisation

Edit and customise the request emails to reflect your brand

Create Tasks from Work

Build eSignature or approval tasks directly within work items or work templates

Simplify Internal Approvals

Invite colleagues to sign or approve within your eSignature and approval workflow

Multiple Signatories

Add multiple signers to approvals and eSignature tasks, including internal colleagues

Auto Reminders

Set reminders to auto-chase clients until requests are completed

Automated Activity History

See real-time updates on all activities related approvals and eSign requests

Knowledge-Based Authentication

Option for IRS-compliant eSignatures with KBA

Frequently Asked Questions

How do I get started with Karbon’s eSignature functionality?
Karbon Admin users can start a free trial of eSignatures from the Signatures and Approvals section of your Karbon Settings. This is also where you can purchase credits by selecting the bundle size that best fits your firm’s needs.
Is Karbon’s eSignature secure?
Yes. Security is a key consideration at every stage of Karbon product development. The eSignature feature meets industry standards for enterprise security and compliance. Learn more about Karbon security.
How do clients sign documents with Karbon?
Your clients will receive an email with a secure magic link to sign documents from any device, making the process quick and easy for them. Your client will also see any outstanding or complete requests from within their Client Portal.
What kinds of documents can I send for Approval or eSignature?
You can send any file type for client approval such as PDFs, work documents, spreadsheets, images or even a video. For eSignatures, you can send PDF and Word Documents.
How much do eSignatures cost?
eSignature credits are sold in bundles and prices decrease with volume. See our features pricing page for more information.
How long do eSignature credits last?
eSignature credits expire 12 months after purchase date. Credits are used in order from oldest to newest, so you are free to pre-purchase another bundle before your previous bundle runs out.
Is there a separate cost to use Karbon for Approvals?
Not if you purchase eSignatures. When you purchase any eSignature bundle you receive unlimited Approvals for a year from the purchase date. If you want to use Approvals and not eSignatures, you would need to purchase the minimum eSignature bundle for access.
Does Karbon eSignature offer Knowledge-based Authentication (KBA)?
Yes. You have the option to request IRS-compliant KBA eSignatures.

Get started with Karbon today.

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