Electronic signatures in Tidyflow let you send documents to clients and collect legally valid signatures without printing, scanning, or chasing emails. This feature is designed for common accounting firm documents like engagement letters, consent forms, and approvals.
The process is simple: upload a PDF, add signers, place signature fields, and send. Once all parties have signed, the completed document is automatically shared and stored.
What you can use electronic signatures for
Common use cases include:
- Engagement letters
- Client consent forms
- Authorizations and acknowledgements
- Internal approvals
At this time, PDF files are supported for electronic signatures.
How electronic signatures work
1. Upload a document
Start by uploading a PDF to a client. Once uploaded, select Request Signature to begin the signing process.
2. Add one or more signers
Choose one or more contacts to sign the document.
You can collect signatures from multiple parties on the same document without sending separate requests.
3. Place signature fields
Add the required fields to the document:
- Signature
- Text
- Date
Each field is assigned to a specific signer. You can switch between signers and place the appropriate fields for each person.
4. Send for signature
Once the document is ready, send it for signature.
Each signer receives an email with a secure link to the document.
Clients do not need to log in or create an account to sign.
5. Client consent and signing
Before signing, each signer is asked to confirm consent to use electronic records and electronic signatures.
After consenting, they can complete their signature directly in the browser.
6. Completion and storage
Once all signers have completed the document:
- The signed document is emailed to all signers and the user who sent the request
- The document is locked and cannot be modified
- The signed copy is stored securely in Tidyflow
Each completed document includes a clear audit trail showing when it was sent, consented to, signed, and completed.
What signers see
Signers receive:
- An email with a secure signing link
- A simple signing experience with no login required
- A copy of the completed document once signing is finished
Audit trail and records
Every signed document includes an audit trail that records:
- When the document was sent
- When consent was given
- When each signer signed
- When the document was completed
This helps firms keep clear records for their files.
Frequently asked questions
Do clients need a Tidyflow account to sign?
No. Clients sign using a secure link sent by email.
Are electronic signatures legally valid?
Yes. Electronic signatures are legally valid when consent and intent are captured and recorded.
Can I download the signed document later?
Yes. Signed documents remain available in Tidyflow.