Solutions · Accountants

Engagements signed while the client is still on the phone.

Engagement letters, tax delegations and anti-money-laundering requirements: the client signs from their phone in a few minutes, and you file everything with a time stamp and audit trail.

Use cases

What you can sign with DOCUJET

Engagement letters

New client won? The engagement goes out by email and comes back signed within the day. Reusable templates for every service of the firm.

Anti-money-laundering due diligence

Signer identification by SMS OTP and a complete audit trail, supporting the firm’s AML obligations.

Tax delegations and mandates

Delegations for the tax portal, F24 payments and e-invoicing: collected remotely, without the client coming to the office.

Annual renewals in bulk

The same engagement, your whole client portfolio: bulk sending with personalised data and automatic reminders for those who have not signed.

Client representations

Representation letters for financial statements and tax returns signed with a qualified time stamp that certifies the date.

Archive organised by client

Every document signed in PAdES-LTV with an audit trail, ready for compliant long-term preservation (conservazione a norma) and for checks.

< 1 day

to close an engagement

−70%

office time spent on signatures

OTP

signer identification via SMS

€0

to get started, 3 documents a month free

Ready to see it in action?

Start with the free plan or book a demo with our team.