Get anything signed, from ASIC forms to tax returns.
Send one document or a whole pack. Clients sign everything with one signature, your team countersigns inside OnboardMe, and the signed copies land where they belong.
Signing capabilities
Signing built into the client journey.
Prepare
- Upload your own PDFs
- Tax returns, engagement letters, minutes or any other PDF, up to 50 pages.
- Save templates or upload once
- Keep documents you send often as templates, or upload a one-off straight into the pack.
- Place fields on any page
- Signature, initials, date signed, name, text and tick boxes, with initials repeated on every page in one click.
- ASIC forms ready to go
- Forms 362 and 484 come laid out, with your registered agent details filled in. Australia only.
Send
- Signing packs
- Several documents in one pack: one email, one sign-in and one signature for the signer.
- Multiple signers
- Clients and your own team on the same document, each signing their own fields.
- Signing order
- Everyone at once, or one after another. The next person is invited as soon as it’s their turn.
- Send it any way
- On its own from Signing, or inside onboarding and proposals.
Keep
- Signing certificate
- Every pack gets a certificate with who signed, when, how they signed in and the full history.
- Signed copies sent and filed
- Sent to all signers, stored against the client file and uploaded to FYI from the Signing page.
Benefits
Why businesses use Signing
One place for every signature
Tax returns, ASIC forms and engagement letters go out from the same place your clients already know.
Easier for clients
One sign-in and one signature for the whole pack, on any device.
Your team signs too
Partners countersign inside OnboardMe, in order, without a separate tool.
Proof on file
Every signer gets the signed copies, and they’re stored against the client file with a signing certificate.
Field types
Every field a signer needs.
Drag fields onto the page, give each one to a signer, and preview the result with sample values before you send.
Signing
- SignatureDrawn, or an image of their usual signature
- InitialsOn one page or repeated on every page
- Date signedFilled in when they sign
Details
- NameThe signer’s full name
- TextAnything else the signer needs to write
- Tick boxOptions and confirmations
Works with the rest of OnboardMe
Every module shares the same client record, so work moves from one step to the next without re-entering data.
Send your next document for signing.
Upload a PDF, place the fields and send it, on its own or as part of onboarding and proposals.
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