Purpose-Built for Accounting Practices
Everything from engagement letters to IRS authorizations — all in one AICPA-compliant platform.
Engagement Letter Templates
Pre-built, AICPA-compliant engagement letter templates for tax returns, audits, and advisory services. Customise once, reuse forever.
Fee Collection at Signing
Clients pay their engagement fee at the point of signing — no separate invoicing, no chasing. Cash flow on autopilot.
IRS Power of Attorney (Form 2848)
Issue digital IRS Form 2848 and EFTPS enrollment forms in minutes. Get IRS access approved days faster.
AML Identity Verification
Built-in AML and KYC checks during client onboarding. AICPA compliant with full audit trails.
Automated AML Screening
Screen clients against OFAC sanctions, FinCEN watchlists, and global PEP lists in under 1 second. Continuous monitoring alerts you to risk changes. BSA compliant with full audit trails.
AICPA Compliant
Designed to meet AICPA professional standards, with support for state CPA board requirements across all 50 states.
Multi-State Support
One platform for all 50 states. State-specific forms, compliance language, and requirements built in.
Why US accountants Choose SignFlow
Hundreds of US accounting practices have cut admin time by 60% with SignFlow Now. Send engagement letters, collect fees, and verify clients — all in one seamless flow.
- 60% reduction in admin time
- AICPA compliant
- Digital IRS Form 2848 & 8821
- Fee collection at point of signing
- AML & KYC identity verification
- All 50 states supported
Frequently Asked Questions
Why firms choose SignFlow over DocuSign
| Feature | SignFlow | DocuSign |
|---|---|---|
| Engagement letter templates | 12 across 5 markets | Not available |
| Built-in fee collection | Stripe Connect | Not available |
| HMRC 64-8 digital | Q3 2026 | Not available |
| Tax auth forms (all markets) | IRS, CRA, ATO, HMRC | Not available |
| AML/KYC client verification | Built-in | Third party only |
| Price from | £30/month | £45/month |