PDF Signing for Accountants & Tax Professionals

Accounting and tax work involves a relentless flow of documents that need signatures — from client onboarding through tax filing and audit completion. SigPDF handles any PDF document:

• Engagement letters for tax preparation and audits
• Client authorization and consent forms
• Financial statements and balance sheets
• Tax return cover letters and transmittal forms
• Power of attorney forms (Form 2848 attachments)
• E-file authorization forms and supporting documents
• Audit reports and management letters
• Compilation and review reports
• Client information update forms
• Vendor and contractor payment authorizations
• Bookkeeping service agreements
• Business formation and registration documents

Protecting Client Financial Data

Accounting documents contain extremely sensitive information — Social Security numbers, income figures, bank account details, investment holdings, business revenue, and tax identification numbers. As a CPA or tax professional, you have ethical and legal obligations to protect this information. Circular 230 and state board of accountancy rules require due care in handling client data.

When you use a cloud-based signing platform, all of this client data is uploaded to third-party servers during the signing process. With SigPDF, none of this happens. Your PDF is processed entirely in your web browser. Client financial data — SSNs, income, deductions, bank details — never leaves your device. This is the appropriate level of care for handling sensitive financial information.

Tax Season Workflow

During tax season, the volume of documents requiring signatures multiplies dramatically. Engagement letters, authorization forms, e-file signature pages, and client letters all need to be signed and returned. With enterprise e-signature platforms that charge per document or per envelope, costs can spike during your busiest (and most stressful) time of year.

SigPDF charges a flat €2.08/month (annual plan) with unlimited signatures. Whether you sign 10 documents or 500 during tax season, the price stays the same. This predictable pricing is especially valuable for seasonal workflow spikes in accounting.

For CPAs and Tax Preparers

As a CPA or tax preparer, you sign engagement letters at the start of every client relationship, authorization forms throughout the preparation process, and transmittal letters when delivering completed returns. SigPDF streamlines this — open the PDF, sign, download. The entire process takes under a minute, and you can do it from any device.

For Bookkeepers and Controllers

Bookkeepers and financial controllers sign payment authorizations, vendor agreements, financial reports, and bank documents regularly. SigPDF handles all of these with the same simplicity — open the PDF in your browser, add your signature, and download the signed copy. No complex workflow to set up, no accounts to manage.

How to Sign Accounting Documents with SigPDF

1. Open the accounting document PDF using the editor above — click “Choose File” or drag and drop
2. Create your signature by drawing, typing your name, or uploading a signature image
3. Place your signature on the document, add the date and any required credentials (CPA, EA, etc.)
4. Download the signed document — your signature is permanently embedded in the PDF

E-Signatures Are Legally Valid for Financial Documents

Electronic signatures are legally recognized on accounting and financial documents under the ESIGN Act (US), UETA, and the eIDAS Regulation (EU). This includes engagement letters, financial statements, audit reports, and client agreements. Certain regulatory filings — such as specific IRS forms — may have additional electronic signature requirements. Always verify with the relevant regulatory authority for specific filing types.