For Tax, Accounting & Financial Professionals
Secure file delivery and eSignature for professionals who handle sensitive documents — fast, private, audit-ready, with a built-in client database that tracks every person and every send.
Start Free — 10 Sends on UsNo credit card required. Set up in minutes.
How It Works
Upload a document and send a secure link — a file copy for their records, or a document that needs their signature. No account required on their end.
Clients review and eSign online from any device. Multi-signer workflows route the document to each person in order, automatically.
See the moment each file is received, viewed, downloaded, and signed — a time-stamped history on every document, kept forever in your client database.
“When your documents absolutely, positively need to be sent fast — and signed.”
What You Get
Send statements, returns, and letters through secure links instead of risky email attachments.
Engagement letters, authorizations, and agreements signed online — including custom multi-signer workflows.
Every contact and every send in one place — who received what, when, and what happened next.
Reuse your standard documents and signing setups — the second send takes seconds.
Pricing
Free
$0
Professional
$40/month
Why We Built This
With more than 20 years in computer systems and Canadian tax workflows, we were unsatisfied with the eSignature and secure file transfer tools available — so we built our own for internal use, and decided to share it. We handle your files so you can focus on your clients.
KAREN STEPHENS
Founder & Tax Systems Specialist
…and yes, we are committed to your file happiness.