Sign Tax Preparation Engagement Letter online

Upload your tax preparation engagement letter as a PDF and get it signed digitally. The audit certificate lists the time and document ID of every signature.

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Upload, collect signatures, download the finished PDF with its proof.

Simple electronic signature under eIDAS

Simple electronic signature under eIDAS, valid where the law does not require a handwritten signature or notarisation.

PDF with certificate

Download the signed document as PDF with audit certificate.

Three steps

1

Upload

Upload your PDF and place the signature fields.

2

Share

Send the link to everyone who signs.

3

Sign

Everyone signs in the browser. Then you download the PDF with its audit certificate.

Frequently Asked Questions

What is a tax preparation engagement letter?

A tax preparation engagement letter is a contract between a tax preparer (CPA, EA, or tax firm) and their client. It defines the scope of services, fees, responsibilities, and authorizes the preparer to file returns on behalf of the client.

Does this cover IRS Form 8879?

No. canusign signs the engagement letter you upload. IRS Form 8879 has its own signature requirements and is signed separately for each return.

Can this engagement letter be signed digitally?

In most cases, yes. Engagement letters can be signed electronically where the law does not require a handwritten signature or notarisation. canusign provides a full audit trail with timestamps and IP addresses. Note that IRS Form 8879 has specific signature requirements.

Others show the signature. We show that it is genuine.

Verification page

Anyone can compare the PDF online with the stored version. The file never leaves the browser.

Timestamp

RFC 3161 by DigiCert, listed as trusted in Adobe Acrobat.

Audit certificate

At the end of the document: document ID, QR code, time of every signature and hash of the stored version.

Seal

Electronic seal in the PDF that makes any later change visible.

Servers in Frankfurt

Functions, database and files run in Frankfurt am Main, processing stays in the EU.

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