Secure e-Signatures for a Simpler Experience
Tools for Seamless Signing
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Get a Demoe-Signatures: A Closer Look
How does Firm360 handle e-signatures for tax documents and engagement letters?
Firm360 includes built-in e-signature functionality that lets you send documents for signature directly from the platform — no exporting or external tools required. Whether it’s tax forms, engagement letters, or other approvals, documents are stored securely in the client record with full tracking and audit history.
Is Firm360’s e-signature legally compliant and secure?
Yes, Firm360 supports legally binding, secure e-signatures that meet IRS and industry compliance standards. You can choose to enable free Knowledge-Based Authentication (KBA) for added verification on sensitive documents, or skip it for simpler internal forms — giving you flexibility based on your needs.
Can clients sign documents from their phone or tablet?
Absolutely. Firm360’s e-signature works seamlessly across devices, allowing clients to review and sign from their phone, tablet, or desktop — no apps to install or accounts to create.
How do I know if a client has viewed or signed a document?
Real-time tracking lets you see exactly when a document is opened, viewed, or signed. This status visibility eliminates guesswork and keeps your engagements moving forward without delays.
Are signed documents stored automatically?
Yes. Once a document is signed, it’s automatically filed in the client’s record alongside the original unsigned version. You’ll always have access to both, ensuring audit readiness and compliance peace of mind.
Can I use e-signature for multi-signer documents?
Yes. Firm360 lets you collect multiple signatures on the same document in a defined sequence or all at once. Each step is tracked and time-stamped for accountability.
Is KBA required for every signature request?
No, you’re in control. Firm360 gives you the option to require KBA while allowing simpler documents to be signed without it. This saves time and avoids unnecessary friction for clients.
What happens if a client forgets to sign?
Clients receive automated reminders until the document is completed, reducing the need for manual follow-up. You can also see outstanding signature requests from your dashboard.
Are there any extra costs for using KBA in Firm360?
No. KBA-authenticated signatures are included in your subscription at no extra cost. There are no usage caps or per-envelope fees — use it as much as you need.
Can clients sign documents inside the Firm360 client portal?
Yes. Clients can view, sign, and manage documents directly within the branded client portal, along with uploading files, messaging your team, and paying invoices — all from one secure login.