Electronic signatures for accounting work
KarmaSigner gives accountants and tax professionals a focused way to send eligible PDF documents for signature. Add multiple clients or firm representatives, assign fields to each person and pay $5 for an occasional envelope instead of maintaining an unused subscription.
Useful document categories
Engagement letters
Collect client acceptance of the described scope and terms.
Client approvals
Document approval of reports, elections or next steps where electronic signing is permitted.
Organizer acknowledgments
Request confirmation that information has been reviewed or provided.
Internal authorizations
Route operational approvals between staff or firm leaders.
Bookkeeping agreements
Send recurring-service agreements and scope changes.
Advisory projects
Confirm consulting scopes, deliverables and client responsibilities.
A review-first workflow
- Confirm the document is eligible. Some tax, government, banking or regulated forms have their own signature rules or approved systems.
- Enter each person’s correct identity. First and last names prevent generic recipient labels.
- Assign fields deliberately. Use different colors and recipient assignments for client, spouse, partner or firm representative.
- Review before delivery. Confirm email addresses, required fields and page placement before sending.
- Retain the completed record appropriately. Follow the firm’s retention, privacy and information-security policies.
Security and professional responsibility
KarmaSigner sends the document online only when the sender selects Send. Firma.dev supports the signature delivery workflow, and Stripe handles payment. The sender remains responsible for client authorization, confidentiality obligations, document eligibility and any applicable retention or regulatory requirements.
Questions from accounting professionals
Can a joint engagement letter have two client signers?
Yes. Add both recipients and assign the appropriate signature or other fields to each person.
Does KarmaSigner replace an IRS-approved e-signature process?
No. Confirm the specific agency, form and transaction requirements. Some documents require specialized identity, consent or submission procedures.
Can I use a one-time envelope during a quiet month?
Yes. The $5 envelope is intended for occasional use and does not automatically renew.
Send the eligible client document that needs action.
Start with one envelope and add a monthly plan only when the firm’s volume supports it.
Send for $5