Collaborative and secure eSignature software for your accounting firm
Engage clients effortlessly, get approvals faster, and streamline your document workflows.
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.
Centralize your document workflow
With eSignature embedded in your document workflow, you can keep all client documents organized 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.
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.
Automate the client chase
Set up customizable 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.
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 approval
Document CustomizationDrag and drop editable fields into documents
Email Template CustomizationEdit and customize the request emails to reflect your brand
Create Tasks from WorkBuild eSignature or approval tasks directly within work items or work templates
Simplify Internal ApprovalsInvite colleagues to sign or approve within your eSignature and approval workflow
Multiple SignatoriesAdd multiple signers to approvals and eSignature tasks, including internal colleagues.
Auto RemindersSet reminders to auto-chase clients until requests are completed
Automated Activity HistorySee real-time updates on all activities related approvals and eSign requests
Security & ComplianceGain peace of mind with 24/7 data encryption for both your and your client's data
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