eSignatures & Approvals for Accounting Firms

eSignatures & Approvals

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

Collaborative and secure eSignature software for your accounting firm

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

Collect signatures faster with one-click signing

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

Access client documents in one place

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.

A timeline showing who has sent, viewed, and signed a document

Stay in control with real-time document and eSignature updates

Track updates on document approval and eSignature statuses automatically.

See who has viewed, signed, and what’s pending, and track every action with an auto-generated, time-stamped audit trail.

A view of the Karbon auto-reminders dialog box, showing a reminder with a custom email template set to send every two business days

Cut follow-up with customizable reminders

Keep work moving with automated reminders for approvals and eSignatures.

Karbon instantly triggers the next task once a client approves or electronically signs a document, reducing delays and manual admin.

Protect your firm and clients with built-in KBA verification

Karbon’s eSignature feature uses enterprise-grade encryption and the same trusted security protections across Karbon to keep your documents and client information secure.

eSignature & Approval Features

Document Approval

Upload and prepare documents for approval

Document Customization

Drag and drop editable fields into documents

Email Template Customization

Edit and customize 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.