Engagement letters and authorisations for clients
Sign your engagement letter, power of attorney and GDPR consent with every client online — no office visit needed.
An accountant or tax advisor needs an engagement letter, power of attorney and GDPR consent from every client. These documents are traditionally handled on paper. zipzipdoc digitalises the whole process — clients sign online before the first meeting.
What slows you down today
- Paper authorisations get lost
- Clients must come in person to sign
- Archiving is disorganised
What you get with zipzipdoc
- Online signing of engagement letters and powers of attorney
- Automatic archive for audit
- Bulk sending to clients
How it works in practice
A new client contacts the accountant. The accountant opens zipzipdoc, sends an engagement letter, power of attorney and GDPR consent in one bundle. The client signs on their phone, the accountant receives the PDF and can start work — without waiting for an in-person meeting.
Three things that change
Online signing of engagement letters and powers of attorney
Automatic archive for audit
Bulk sending to clients
“Clients sign engagement letters online before the first meeting. I've saved hours of unnecessary travel.”
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Questions & answers
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