Verify · Sign · File · Prove
From client onboarding to the ATO, in one flow.
Screen the client, get the engagement letter and Tax Agent Authority signed and the fee paid, with a full record kept.
- 1
Verify
Know who you are dealing with
- AML and KYC checks during onboarding
- Automated screening and monitoring (AUSTRAC)
- 2
Sign
Agree it and get paid
- Engagement letters for tax returns, BAS lodgements and advisory work
- Fees collected at the point of signing
- 3
File and record
Send it where it has to go
Varies by profession and market
- ATO Tax Agent Authority forms signed and stored
- Direct e-lodgement with the ATOComing soon
- Xero and QuickBooks connections to pull client data inIn development
- 4
Prove
Keep the evidence
- Tamper-evident audit trail on every signed document
- Built around CPA Australia and ICAA standards
Also included
- Client onboarding packs
- AI contract risk scoring on every document
- Smart field detection
- Clause library
- AI chat: ask questions of any document
- Contract intelligence: renewals and obligations
- Multi-party signing
- Expiry reminders
- Google and Microsoft sign-in
- Outlook add-in: send an email attachment for signaturePlanned
- Word add-inPlanned
Alongside every step
Coming soonSecure Data Rooms
Collect and share client paperwork in a private room beside the engagement.
Purpose-Built for Accounting Practices
Everything from engagement letters to ATO authority forms — all in one CPA Australia-compliant platform.
Engagement Letter Templates
Pre-built, CPA Australia compliant engagement letter templates for tax returns, BAS lodgements, and advisory services.
Fee Collection at Signing
Clients pay their engagement fee at the point of signing — no separate invoicing, no chasing. Cash flow on autopilot.
ATO Tax Agent Authority
Prepare and collect e-signatures on ATO Tax Agent Authority forms in minutes. Direct e-lodgement with the ATO is coming soon.
AML Identity Verification
Built-in AML and KYC checks during client onboarding. CPA Australia and ICAA compliant with full audit trails.
Automated AML Screening
Screen clients against global sanctions, PEP, and adverse media lists in under 1 second. Continuous monitoring alerts you to risk changes. AUSTRAC compliant with full audit trails.
CPA Australia & ICAA Compliant
Designed to meet CPA Australia and ICAA professional standards, with support for all state-specific requirements.
Multi-State Support
One platform for all Australian states and territories. State-specific requirements built in.
Why Australian accountants Choose SignFlow
Hundreds of Australian 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
- CPA Australia & ICAA compliant
- Prepare & e-sign ATO Tax Agent Authority forms
- Fee collection at point of signing
- AML & KYC identity verification
- All states and territories supported
Collect and share client paperwork. Keep it confidential.
Clients send statements, tax records and supporting papers by email, and nobody can say who saw them. Give each client a private room next to their signed engagement, with a record of every view.
- A room for every matterOne private room per sale, client file or closing, with folders that match how you already work.
- NDA signed before accessViewers sign your confidentiality agreement first. Nobody opens a document until they have.
- You decide who sees whatInvite by email, set view-only or download, add an expiry date, and revoke access at any time.
- A record of every viewA time-stamped trail of who opened what, kept alongside your signing audit trail.
Get early access
No spam. We will email you once when Secure Data Rooms opens for accountants.
Client file: Harbour Trading Pty
Private room
- Filing working papersView only
- Engagement and authorisationsView only
- Year-end documentsView only
Activity
- Opened by J. Patel14:02
- NDA signed by J. Patel13:58
Illustration only. Secure Data Rooms are in development.
What accountants will use it for
- Bank statements and working papers for client filings
- Engagement letters and authorisations kept with the client file
- Year-end document requests with an expiry date
- Papers shared with a second adviser or lender under NDA
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 | In development | Not available |
| Tax auth forms (all markets) | IRS, CRA, ATO, HMRC | Not available |
| AML/KYC client verification | Built-in | Third party only |
| Price from | $38/month | $45/month |