e-Signatures that hold up
Several signers in order, initials, dates and checkboxes, ID check by email or text code, and a tamper-proof audit certificate on every signed PDF.
Documents & e-Signatures — coming soon
Every signature and every client document — collected for you.
Send engagement letters, contracts and forms to sign in a click. Ask clients for their documents once — BooksAuto requests them, reminds them, receives them and files them, automatically.
What's coming
Sign, request, receive, file — on autopilot.
Templates & bulk send
Engagement letters, T183s, payroll authorizations — fill the client's details by themselves and send to a hundred clients at once.
Automatic document requests
Monthly bank statements, year-end packages, receipts: set the checklist once and BooksAuto asks, reminds and escalates every period by itself.
Recognized and filed
Uploads are read and named (statement, T4, invoice, receipt…), filed in the right client and year, and duplicates are caught.
A secure client portal
Your logo, no passwords to forget: clients upload from a link or their phone camera; everything is encrypted.
Reports that chase for you
Outstanding requests by client, signature turnaround, overdue items, who opened what and when — and a full audit trail.
Works on its own or next to Payroll, Scheduling and Bookkeeping — signed letters and received documents land in the right company.
Coming soon
Be the first to try Documents & e-Signatures.
Join the list — we'll email you when it opens, with an early-customer price. No spam, one email when it's ready.
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