Engagement letters, T183 consent forms, CRA authorizations — stop printing, scanning, and emailing PDFs. Send documents for electronic signature directly from MyCPACRM. Your clients sign from their phone in under 30 seconds.
How It Works
Upload your engagement letter, T183, or CRA 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 Canadian accounting firms.
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, T183 forms, CRA 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 reminder frequency and max count per request. The system sends follow-up emails automatically until the document is signed or 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.
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
UECA & PIPEDA Compliant
Meets the requirements of Canada's electronic commerce and privacy legislation
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.ca
Signed
IP: 72.38.xxx.xx
Jane Smith
jane@company.ca
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 PIPEDA and the provincial Electronic Commerce Act equivalents (Ontario, BC, Alberta, Quebec, etc.). Audit trails capture signer identity, timestamp, IP address, and document version. CRA accepts e-signed T183 (electronic filing authorization) and T1013/AUT-01 (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. The signing link expires after 30 days for security.
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.
Included. Every plan (Solo $59, Team $99, Team Plus $149) includes unlimited e-signatures. No per-document or per-envelope fees. 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.