Digital Signing for Accountants

Get client sign-off on financial documents in minutes, not days

Stop chasing clients for signatures. Send financial statements, tax returns and engagement letters for e-signature, then track each one until it's signed. It fits the way you already work.

Signing challenges for accountants

Where signing usually slows down, and what it ends up costing you.

Chasing clients for signatures

You send the financials, then lose hours to follow-up emails while they sit unsigned.

Delayed financial year-ends

One unsigned document can hold up the year-end. In busy season, that backs everything up.

Which version was signed?

Copies scatter across email threads, and nobody's quite sure which one the client signed.

Worries about sensitive data

Client financials are private. Sending them electronically can feel like a risk.

High cost per user

Other tools charge premium prices and lock key features behind higher plans. NomaSign puts everything in one simple package.

Emails landing in spam

Signing emails from a third-party domain often end up in spam. The client never sees them, and the work waits.

How NomaSign helps accountants

What changes once your documents go out through NomaSign.

Automatic reminders

NomaSign reminds clients to sign for you. You're no longer the one doing the nagging.

Send from your own email

Requests come from your own domain. Clients trust them, and they're less likely to land in spam.

Unlimited documents

Send as many as you need under our fair-use policy. Busy season included.

Complete audit trail

Every signature records the time, IP address and device or browser. That backs up your record-keeping and compliance checks.

Documents stay in your cloud

Signed documents are stored in your own OneDrive or Google Drive, not on third-party servers.

Uses the tools you have

No new system to learn. NomaSign works on top of the email and cloud storage you use every day.

Automate

Send engagement letters straight from your CRM

A new client signs up. Your CRM or practice management system sends the engagement letter on its own. Once it's signed, the client's onboarding details flow straight back in. Nobody retypes a thing.

  1. 1

    You add a new client to your CRM or practice management system. The NomaSign API sends the engagement letter from a template, already filled in with their details.

  2. 2

    The client gets a link and signs. They fill in the fee agreement, scope and KYC fields right in the document.

  3. 3

    A webhook sends the signed PDF and every field value back to your CRM. The client is marked as 'engaged', and billing can start for the period.

What accountants sign with NomaSign

Documents you can send for e-signature today.

Financial statementsEngagement lettersTax returns (T1, T2)Annual resolutionsDirector consentsAudit confirmationsManagement representation lettersClient authorization forms

Every document is sealed the moment you send it and legally valid under the ECT Act. Read the plain-English guide to e-signature law in South Africa.

Send your next contract with NomaSign

Free for 14 days, no credit card. Setting up takes a few minutes, so the contract on your desk can go out today.