Feature · E-Signatures
Built-in e-signatures with an audit trail
Capture typed signatures on engagement letters, approvals and consent forms — with the signer's name, consent statement, timestamp and IP recorded for every signature.
Why firms choose TaxAgentPortal
Audit trail
Every signature records consent, signer name, timestamp and IP address.
No extra app
Clients sign in their portal — no DocuSign, no PDF round-trips.
Engagement letters
Send templated engagement letters in seconds and get them signed in one click.
Reminders
Automated reminders chase outstanding signatures so you don't have to.
How firms use it
Engagement letters
New-client engagement, scope changes and annual renewals.
Tax return approvals
Capture client approval before lodgement.
Consent forms
Authority to obtain ATO information or share data with third parties.
FAQ
Frequently asked questions
Typed e-signatures are widely accepted for accounting and tax work in Australia. Consult your professional body if you have specific requirements.
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