Any document. Signed in minutes.
Send a PDF for signature. Signers click a secure link and sign in seconds, no account required. You get a Certificate of Completion with a full audit trail. Stop printing, scanning, and chasing signatures.
Sign without an account
Anyone signs with a secure link: clients, spouses, trustees, partners. No password setup, no account, no friction.
Audit-ready every time
Every send, consent, sign, and complete event is timestamped with IP. A Certificate of Completion is embedded in the signed PDF.
Live in your firm's tools
Signatures live next to client files, jobs, and engagement letters. No third-party tab, no integration to babysit.
Send. Sign. Done.
A short walkthrough of how to drop fields, send a request, and get an audit-ready signed PDF back in the same folder.
Drag, drop, send.
Open a PDF, drag signature fields where you need them, set who signs what. The editor sidebar handles signature, initial, date, and text fields. Save it as a re-usable template if you send the same document often.
- ✓ Signature, initial, date, and text fields
- ✓ Multiple signatories with their own fields
- ✓ Reusable PDF templates with signer roles, sent to any client
- ✓ Review the prepared draft before it goes out
Get the partners, the spouse, and the trustee on one document.
Add multiple signatories to a request. Each signs via their own secure link. Tidyflow walks them through consent, captures the audit trail, and finalises the document when everyone is done.
- ✓ Multiple signatories per document
- ✓ Each gets their own secure link
- ✓ Consent captured for each party
- ✓ Auto-completes when all parties sign
Send any client PDF for signature in two clicks.
Open the file in the client's folder, hit "Request signature", drop the fields, send. The signed document and Certificate of Completion auto-save back to the same folder. No download, no upload, no version chase.
- ✓ Send for signature direct from the file browser
- ✓ Signed PDF auto-saved to the original folder
- ✓ Certificate of Completion attached to the document
See what's signed, what's pending, and who's stalling.
The signature requests view shows every document out for signature, who's signed, who hasn't, and when each party engaged. Resend a reminder with one click, or withdraw a request if something needs to change.
- ✓ Live status per signature request
- ✓ One-click reminders
- ✓ Withdraw or resend without re-uploading
From any PDF to signed document, in four steps.
- 1
Upload the PDF
Or open one already in the client folder.
- 2
Place the fields
Drag signature, initial, date, and text fields onto the doc.
- 3
Send the request
Add signatories, hit send. Each gets a secure link.
- 4
Auto-complete and file
Signed PDF + Certificate of Completion saved to the folder.
What changes when signatures live in your firm's workspace.
Without Tidyflow
- ×Print, scan, email, chase, scan again
- ×Third-party signing tool with a separate login
- ×Audit trail buried in a download folder
- ×Spouse signature held up because they can't find the email
With Tidyflow
- ✓Send for signature from the client folder
- ✓Guest signing with no account required
- ✓Certificate of Completion auto-attached
- ✓One-click reminders for stalled parties
Trusted by accounting firms signing documents every day.
10,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Built for the documents firms actually sign.
Send
- Drag-and-drop field editor
- Signature, initial, date, text
- Multiple signatories
- Direct from the file browser
Sign
- Guest signing, no account
- Secure per-signer links
- Consent capture
- Automatic notifications
Govern
- Audit trail with timestamps and IPs
- Certificate of Completion
- Auto-delivery of signed PDF
- Secure storage in client folder
From $29/user/month, billed annually.
No per-signature fees. Send as many requests as your firm needs.
E-signature questions firms ask us most.
No. Signers click a secure link and sign. Works for clients, spouses, trustees, partners, or anyone else who needs to sign. No login, no password, no friction.
Yes. Signers must explicitly agree to use electronic records and signatures before they can sign. The consent is captured in the audit trail.
When the document was sent, when consent was given, when it was signed, and when it was completed. Each event includes timestamps, signer details, and IP address.
Yes. Every signee and the user who sent the request receive the completed document by email.
Yes. A "Certificate of Completion" is added to the signed document with the full audit trail embedded.
PDF documents are supported. Most accounting documents (engagement letters, tax returns, year-end packs) can be saved as PDF before signing.
Yes. Add multiple signatories with their own fields. Each signs in turn, with a complete audit trail of every party.
Yes. Signature templates let you set up a document once, with signer roles and field placements, and send it to any client. You review the prepared draft before it goes out. Engagement letters and annual authorization forms are typical uses.
Ditch DocuSign. Sign in your workspace.
Start free for 14 days. No credit card. No per-signature fees.
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Every client, contact, and detail in one organized place.
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Branded proposals and engagement letters, signed online.
Billing & Payments
Invoice from tracked time or fixed fees, and get paid online.
Time tracking
Timers and timesheets that flow straight into billing.
Document management
Secure, organized document storage, shared with your clients.
Client portal & requests
Clients upload, answer, and approve in one portal. Reminders chase for you.
Tax organizers
Digital organizers with conditional questions and last year's answers.
Email Management
A shared firm inbox, connected to your clients and jobs.
Artificial Intelligence
Ask your firm a question and get a real answer from your own data.
Reporting & Insights
See where your time, billing, and revenue actually go.
Capacity Planning
See your team's workload before it hits.
Integrations
Xero, QuickBooks Online, Zapier, Make, and a public API.
Collaboration
Comments, mentions, and shared visibility on every job.
See the full feature list →
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