Engagement letters signed before the rush.
Send engagement letters, authorizations, and client agreements for signature with a clean, defensible record — so you start the year organized instead of chasing signatures.
Made for a firm's paperwork
The routine documents every accounting and bookkeeping practice sends, handled without the printer.
Engagement letters
Template your standard letter and send a personalized version to each new client in minutes.
Client agreements
Collect signatures on service agreements and fee arrangements with a record of exactly what was agreed.
Authorizations & consents
Send authorization and consent forms for signature and keep the signed copy with the client file.
Reusable templates
Save the forms you send every season once and reuse them for every client.
Defensible audit trail
Timestamp, IP, device, and consent are recorded for each signer and preserved with the file.
Private by default
No public document links. Files are encrypted at rest and access is role-based.
Why practices choose Tarchos Sign
- Flat monthly pricing — not per envelope
- Clients sign with no account and no friction
- Completion certificate on every signed document
- Team roles for preparers and admin staff
- Encrypted storage and delivery
- Direct support when you need a person
Where signatures fit in your workflow
Onboarding a client
Send the engagement letter and any consents as a first step, all signed before work begins.
Recurring engagements
Reuse a saved template with updated terms for returning clients each year.
Fee and scope changes
Document a change in scope or fee with a quick signed addendum.
Year-end sign-off
Collect acknowledgments and approvals with a timestamped record.
Frequently asked questions
- Can I get engagement letters signed before busy season?
- Yes. Save your engagement letter as a template, personalize it per client, and send it for signature in a couple of minutes. Clients sign from any device, so you can lock in engagements early instead of chasing paper in March.
- Is there a record of who signed and when?
- Every document carries a tamper-evident audit trail: when it was sent, viewed, consented to, and signed, with a timestamp, IP address, and device for each signer. A completion certificate is appended to the finished PDF.
- Can two people sign the same document, like joint filers?
- Yes. Add multiple recipients to one document, and on the Business plan and above you can set a signing order so each party signs in the sequence you need.
- Are electronically signed tax and engagement documents acceptable?
- Electronic signatures are generally enforceable under the ESIGN Act and UETA, and are widely used for engagement letters and client agreements. Some tax forms have their own e-signature rules set by the IRS or a state agency — confirm the specific requirements for the form you are handling. This is general information, not tax or legal advice.
- How is client information protected?
- Documents are private by default with no public links. Files are encrypted at rest and delivered over encrypted connections, and access is controlled by role within your workspace.
- Can my staff have their own access?
- Yes. Add team members with roles so preparers and admins can send and manage documents, while you keep control of billing and workspace settings.
Send your first engagement letter free
Set up your firm's workspace and start collecting signatures today.