For solo tax & bookkeeping firms

Never start work on a handshake again.

Turn your engagement letter into one link your client signs in minutes. A sealed, court-ready record lands on file, so every engagement starts agreed and protected.

Start free, no card See how it works
Signed before you begin Sealed audit-trail record $35/mo, everything in
The difference

Onboarding a client shouldn't cost you a Saturday.

You did not start your own firm to rebuild the same letter, chase the same signature, and hope nothing goes sideways before the work is agreed. Here is the trade you actually make.

The handshake way

Busy, exposed, and unpaid.

  • You start the work while the signature "is coming."
  • A Word doc, a typed name, and a prayer if a client ever disputes scope.
  • Every new client is the same thirty-minute admin scramble.
  • The letter, the reminders, the follow-up: all on you, every time.
The FirmForms way

Signed, protected, and ready to bill.

  • Signed before the first minute of work, you begin with a clear head.
  • A sealed, timestamped record that holds up. If it is ever questioned, you are covered.
  • Reusable letters mean the next client takes minutes, not a morning.
  • You look like the firm you want to be, before you have said a word.
How it works

Set it up once. The rest is three quiet steps.

Bring the engagement letter you already trust. From there, every client is three quiet steps.

Step one

Write it once, reuse it

Save your attorney-reviewed letter as a template with fill-in fields (client name, fee, dates) and reuse it for every client after that.

Step two

Send one signing link

Your client opens the link, reads the letter, and signs in their browser, on a phone or a laptop, with no account to create and nothing to install.

Step three

Sealed record on file

The moment they sign, you get a sealed PDF with a certificate of completion, every step timestamped and IP-stamped, ready to reference and ready to bill.

Why it holds up

The part that lets you sleep at night.

Anyone can collect a signature. What protects you is the record behind it. FirmForms keeps an immutable audit trail and seals it into the PDF as a certificate of completion, the same standard used by DocuSign and Adobe Sign.

  • Created, sent, opened and signed, each with a UTC timestamp and IP address.
  • The signer's name, email and device captured at the moment of signing.
  • Sealed into one PDF, legally valid under the U.S. ESIGN Act and UETA.

See exactly how we protect your clients' data

Pricing

One plan. Everything included.

  • Unlimited engagement letters and templatesOnboard as many clients as you like. No metering.
  • One-link e-signature with a sealed audit trailA certificate of completion on every signature.
  • Every user in your firmNo per-seat pricing, ever.
  • Month to monthCancel anytime. Your signed PDFs are always yours.

Less than one billable hour a month, to make sure you never do the other hours unpaid.

FirmForms
$35/ month, flat

Start free and set up your first letter with no credit card. Add billing only when you are sending for real.

Start free

No card to start · Cancel anytime

Questions

What firms ask before they start.

Are electronic signatures on engagement letters legally valid?

Yes. Signatures collected through FirmForms are legally valid under the U.S. ESIGN Act and UETA. Every signature is sealed into a PDF with a certificate of completion and an audit trail recording when it was created, sent, opened, and signed.

How much does FirmForms cost?

FirmForms is $35 per month, flat, or $348 per year. Every user in your firm is included with no per-seat pricing, and you can start free with no credit card.

Do my clients need an account to sign?

No. Your client opens one link and signs in their browser on a phone or laptop, with no account to create and nothing to install.

Can I use my own engagement letter?

Yes. Bring your own attorney-reviewed letter, or start from a sample and edit it. Any templates are editable starting points, not legal advice; review the final wording with your attorney and malpractice insurer.

How is FirmForms different from DocuSign or a suite like TaxDome?

FirmForms does one job well, the engagement-letter workflow for solo tax and bookkeeping firms: send, e-sign, and file a sealed audit-trail record. It is a flat price with no per-seat fees and no twenty-module suite to learn.

Is my clients' data secure?

Data is encrypted in transit, we keep the minimum needed, and sealed PDFs are stored on Cloudflare R2. You can download your documents anytime. More on our security page.

Get started

Your next client deserves a clean start.

Set up your letter once and send your first signing link today. Free to start, no card, and every client after takes minutes.

Start free, no card

For solo tax & bookkeeping firms · $35/month when you're ready