Get tax preparation engagement letters and IRS authorizations signed digitally, no setup needed.
Upload PDFWhether you're a CPA, enrolled agent, or tax preparation firm: CanUSign helps you get engagement letters signed before tax season starts. Send professional contracts to your clients and get them signed from any device.
Send engagement letters to clients before tax season
IRS e-file authorization built into the template
Clients can sign from their phone, no office visit needed
Full audit trail for IRS compliance documentation
Yes, engagement letters are strongly recommended by the IRS and required by many state boards. They define the scope of services, protect both the preparer and client, and demonstrate professional standards.
In most cases, yes. Simple electronic signature under eIDAS, valid where the law does not require a handwritten signature or notarisation. CanUSign provides a complete audit trail with timestamps and IP addresses for compliance documentation.
No, this engagement letter is separate from Form 8879. It covers the overall engagement terms. Form 8879 must still be signed for each specific e-filed return.
Anyone can compare the PDF online with the stored version. The file never leaves the browser.
RFC 3161 by DigiCert, listed as trusted in Adobe Acrobat.
At the end of the document: document ID, QR code, time of every signature and hash of the stored version.
Functions, database and files run in Frankfurt am Main, processing stays in the EU.