Signatures that don't
need a second subscription
Every practice already pays someone per envelope. ClearSign is part of ClearCash, so engagement letters, authorisations and forms are signed online with no cap and no per-signature charge — and the signed copy lands on the client record instead of an inbox.
Signing
The bit the client sees.
A link, not a login
The client opens a link, reads the document and signs on their phone. Nothing to install, no account to create, no password to reset a week later.
Several signatories
Send one document to two directors or a couple filing jointly, and track who has signed and who is still holding it up.
Reminders that go out on their own
Unsigned documents chase themselves, so nobody has to keep a mental list of who hasn't got back to you.
Audit trail on every envelope
Who opened it, when, from where, and what exactly they signed — stored with the document rather than reconstructed later from emails.
Forms
Not just a signature box on a PDF.
Engagement letters
Generated from the services on the client record, so the letter matches what you actually agreed to do, and converts the prospect once it comes back signed.
HMRC authorisation forms
64-8 and the agent authorisation forms are mapped field by field. You prefill what you know, the client completes the rest and signs — instead of printing, scanning and posting.
Prefilled, then locked
Anything you fill in is protected; anything you leave blank stays editable for the client. No more corrected forms coming back with your own boxes overwritten.
Joined up
Where it sits in the rest of the platform.
Gated on AML
An engagement letter cannot go out before the identity and AML check is signed off, so the compliance step can't be quietly skipped under deadline pressure. See ClearAML.
Signed, then billed
A signed letter can raise the proforma by itself, so the work starts with the fee already agreed and on its way. See ClearBills.
Sent from your brand
The request goes out under the practice's own name and logo, not ours.
Stop paying per envelope
Signatures are included in every plan. See pricing or watch it run on your own letters.
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