Signature Workflow · TASCK for CA Firms

Documents Signed.
Deals Closed Faster.

Eliminate the print-sign-scan cycle. TASCK's signature workflow lets clients sign engagement letters, fee agreements, and authority forms digitally — from any device, in minutes.

No credit card required · 14-day free trial

Signature Request — Engagement Letter
✍️ Pending Signatures
📄
Engagement Letter FY 2025-26
Sent to: Rajesh Mehta · 2 days ago
Pending
Signatories
R
Rajesh Mehta
Client — Primary
Signed
P
Priya Mehta
Client — Authorised Rep
Pending
C
CA Sharma
Firm — Partner
Signed
Send Reminder
View Document
0
Print-scan cycles needed
<5 min
Average client signing time
100%
Audit trail for every signature
Legal
e-Sign validity under IT Act
Core Capabilities

Signature workflows built for professional service firms

Every feature of TASCK's signature module is designed to handle the volume and complexity of multi-party document signing in a CA firm.

✍️

Digital Signature Collection

Send documents to clients for digital signing directly from TASCK. Clients sign from their phone or laptop — no special software, no installation required.

👥

Multi-Party Signing Order

Define the sequence — client signs first, then the authorised representative, then your partner. Each signatory gets notified only when it is their turn.

🔔

Automated Reminders

If a signatory hasn't signed within a set time, TASCK sends automatic reminder emails and WhatsApp messages. No manual follow-up from your team.

🛡️

Tamper-Proof Audit Trail

Every signature is timestamped with IP address, device info, and geolocation. Full audit trail is embedded in the final signed document for legal defensibility.

📁

Signed Document Storage

Once all signatures are collected, the completed document is automatically stored in the client's document vault — organised, versioned, and immediately retrievable.

📋

Signature Templates

Create reusable templates for common documents — engagement letters, fee agreements, authority letters, NOC forms. Launch a signature workflow in two clicks.

Feature Deep-Dive

Every scenario your firm encounters — handled

📧

Email & WhatsApp Delivery

Signature requests go out via email and WhatsApp with a direct signing link. Clients don't need to create an account or install anything — just click and sign.

🔒

OTP-Based Identity Verification

Require a one-time password to verify the signer's identity before they can access the document. Adds an extra layer of authentication for sensitive agreements.

🖊️

Draw, Type, or Upload Signature

Clients can draw their signature with a finger or stylus, type their name in a signature font, or upload a scanned signature image — flexible options for every preference.

📝

Annotation & Initial Fields

Place signature fields, initial boxes, date fields, and text input fields precisely on the document. Clients fill in exactly what you define — nothing more, nothing less.

⏱️

Expiry & Deadline Control

Set a deadline for signatures. Documents auto-expire if not signed within the timeframe, preventing old unsigned agreements from remaining in limbo indefinitely.

🔄

Decline & Revision Flow

If a client declines to sign, they can leave a reason. You're notified immediately and can revise the document and resend — all tracked in the same workflow thread.

How It Works

From document ready to fully signed in hours, not days

1

Upload or select the document

Upload a PDF or choose from a saved template — engagement letter, fee agreement, authority letter. TASCK opens a visual editor on the document.

2

Place signature and input fields

Drag and drop signature fields, initial boxes, date pickers, and text fields onto the exact spots you need them. Assign each field to a specific signatory.

3

Add signatories and set the order

Add the client's email and phone. If multiple signatories are needed, define the signing sequence. Each person receives a notification only when it's their turn.

4

Send for signature

Hit send. TASCK emails and WhatsApps each signatory with a secure, one-time link. They open it on any device, verify their identity via OTP, and sign in under a minute.

5

Receive the completed document

Once all signatures are collected, TASCK notifies you and stores the signed PDF in the client's vault. The embedded audit trail shows every signer, timestamp, and device.

Business Outcomes

Close engagements faster. Never lose a signed document.

CA firms that switch to digital signatures report drastically shorter engagement start times and complete elimination of missing or unsigned document problems.

Zero print-scan cycles — sign anywhere, any device, any time
Engagement letters signed within hours instead of days
Every signed document instantly stored and searchable in client vault
Full legal audit trail — defensible in any compliance or dispute scenario
Multi-party signing handled automatically — no coordination needed
Expired or unsigned documents flagged and re-sent automatically
Clients find the experience professional and friction-free
Fewer engagement start delays — work begins the moment it's signed
3 days
Average time saved per signed document
0
Unsigned documents lost or misplaced
100%
Legally valid audit trail on every signature
5 min
Average client signing time on any device
✍️ Eliminate the print-sign-scan cycle today

Your documents deserve to be signed faster

Stop chasing clients for physical signatures. TASCK's signature workflow gets documents signed in minutes, stores them securely, and keeps the full audit trail — automatically.

No credit card required · 14-day free trial · Cancel anytime