Engagement letters, IRS Form 2848 / 8821, T183 consent forms, CRA T1013 / AUT-01 authorizations. Place the fields once, save the layout, and every later copy of that form is already laid out. Only the name and the address change, so why would you place the signature box again? Clients sign from their phone in under 30 seconds. E-SIGN, UETA, and PIPEDA-aligned.
Same form, different client
A T183 is a T183. The name changes, the address changes, a few figures change, and the shape of the page does not. Save the field placement as a layout and apply it to the next one, or let the same document bring its own placements back automatically. Set it up in March, and April is already done.
How It Works
Upload your engagement letter, IRS Form 2848 / 8821, T183, or CRA T1013 / AUT-01 authorization. Drag-and-drop signature fields on the document. Assign fields to specific signers. Save and reuse forever.
When you create a new client, the system suggests the right documents based on services selected. Signers are auto-populated from contacts. One click to send.
Clients get a secure link by email. No login, no app. They type, draw, or upload their signature. All fields auto-fill. Done.
Feature Deep Dive
A complete e-signature workflow built for accounting firms across the US and Canada.
Drag signature, initials, date, text, and checkbox fields directly onto your PDF. Assign each field to a specific signer with color coding.
Create reusable templates for engagement letters, IRS Form 2848 / 8821, T183 forms, CRA T1013 / AUT-01 authorizations. Pre-place fields once, use them for every new client.
When you create a client with shareholders or directors, their names and emails are automatically pulled into the signature request. Zero retyping.
Signers choose from 8 distinct handwriting fonts, draw freehand, or upload an image of their signature. Professional results every time.
Send to all signers at once, or require signatures in a specific order. The next signer is automatically notified when the previous one finishes.
Set your firm's reminder schedule once. The system sends follow-up emails automatically until the document is signed, plus a final reminder before it expires.
Made a mistake? Void the request with a reason (all signers are notified), then create a corrected copy with fresh signing links — linked to the original for audit.
Insert merge fields like {{client_name}}, {{firm_name}}, {{date}} into text fields. They resolve automatically when the request is created.
Save a field layout and apply it to the next copy of the same form. Send the same document again and the placements come back on their own, so a T183 you set up in March is already laid out in April.
Pick the person the signing invite is sent from, so the client sees a name they recognise rather than a generic firm address. Their own signature block goes with it.
Nominate a firm mailbox to receive every completed document, so the signed copy is filed in your own records automatically and not only sitting in the sender's sent items.
The signer's agreement to sign electronically is captured as its own record and carried on the certificate, alongside the signature method they used.
Client Experience
Please sign
Engagement Letter — 2026 Tax Year
Choose your signature style:
Your clients sign from any device — no login, no app download. Type, draw, or upload. Under 30 seconds.
Security & Compliance
Every signed document includes a Certificate of Completion page with full signer details, timestamps, and a tamper-proof hash. Your audit trail is built in.
Watermark on Every Page
Document ID and signing date rendered on every page of the signed PDF
Certificate of Completion
Signer details, timestamps, and IP addresses for every signature
SHA-256 Document Hash
Cryptographic hash for tamper detection — proves the document hasn't been altered after signing
Full Audit Trail
Every action logged: created, sent, viewed, signed, voided, corrected
E-SIGN · UETA · UECA · PIPEDA Aligned
Meets the legal requirements for electronic signatures in both the US (E-SIGN Act, UETA) and Canada (UECA / provincial Electronic Commerce Acts, PIPEDA)
Signed PDF Attached to Client Record
The completed PDF with all signatures rendered is automatically saved to the client's document folder
Certificate of Completion
Document ID: ESR-2026-0042
Signers
John Smith
john@company.com
Signed
IP: 72.38.xxx.xx
Jane Smith
jane@company.com
Signed
IP: 72.38.xxx.xx
SHA-256: a3f8c9d2e1b4...7k6m5n8p
Flexible Workflows
E-signatures are woven into your existing workflow, not bolted on.
Request signatures right from the client's profile. Templates are auto-suggested when creating new clients.
Need a signature on a filed return? Open the filing, click Request Signature. The signed document is linked to that specific filing.
Upload any PDF, place fields, add signers manually. No template needed. Perfect for one-off documents.
Watch how e-signatures work end-to-end — from sending a document to getting it signed and filed.
Built-in e-signatures mean no third-party tools, no per-envelope fees, and no context switching. Request a demo and see how it works.
Frequently Asked
Yes. MyCPACRM's e-signatures comply with the US E-SIGN Act and the Uniform Electronic Transactions Act (UETA) for US firms, and PIPEDA plus the provincial Electronic Commerce Act equivalents (Ontario, BC, Alberta, Quebec, etc.) for Canadian firms. Audit trails capture signer identity, timestamp, IP address, and document version. The IRS accepts e-signed Form 2848 (Power of Attorney) and Form 8821 (Tax Information Authorization). The CRA accepts e-signed T183 (electronic filing authorization) and AUT-01, the form that replaced the former T1013 for offline CRA representative authorization.
Yes — both are core supported workflows. The system pre-fills fields from your client record, sends the document for e-signature, captures the signed copy, and stores it on the client's filing. Tracking includes when the form was sent, viewed, and signed.
No. Clients sign from any modern web browser (mobile, tablet, or desktop) — typically in under 30 seconds. No account creation, no app install, no third-party tool. Signing links expire automatically for security — 14 days by default, adjustable by your firm.
Yes. Sequential signing is supported (e.g., spouse signs first, then partner, then accountant) as well as parallel signing (all parties sign in any order). Status visible at each stage.
E-signatures are an optional add-on at $29/month, available on any plan. It includes unlimited e-signatures — no per-document or per-envelope fees — and no third-party tool like DocuSign required.
Yes. Engagement letters, NDAs, internal authorization forms, custom client agreements — anything you upload as a PDF can be sent for e-signature with placeable signature, initial, date, and text fields.