Verify · Sign · File · Prove
From client onboarding to the IRS, including W-9 and 1099.
Screen the client, get the engagement letter and Form 2848 signed and the fee paid, then collect W-9s and prepare 1099s from the same file.
- 1
Verify
Know who you are dealing with
- AML identity verification during onboarding
- OFAC and FinCEN screening with continuous monitoring
- 2
Sign
Agree it and get paid
- Engagement letters from compliant templates
- Fees collected at the point of signing
- 3
File and record
Send it where it has to go
Varies by profession and market
- IRS Forms 2848 and 8821 and EFTPS enrolment signed and saved for submission
- Direct electronic filing with the IRSIn development
- W-9 collection and TIN matchingComing soon
- 1099-NEC and 1099-MISC filing, with correctionsComing soon
- Xero and QuickBooks connections to pull client data inIn development
- 4
Prove
Keep the evidence
- ESIGN and UETA compliant signatures
- Tamper-evident audit trail on every signed document
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
Keep W-9 and 1099 records and client filings together in a private client room.
1099 & W-9 Automation
Collect W-9s digitally, file 1099-NEC and 1099-MISC at year-end, and handle corrections — all without leaving SignFlow Now.
W-9 Collection
Collect W-9s from contractors and vendors digitally — no PDFs, no email chains.
1099-NEC & 1099-MISC Filing
Generate, e-sign, and distribute 1099 forms at year-end. IRS-compliant with a full audit trail.
TIN Matching
Verify taxpayer identification numbers before filing to avoid IRS B-notices.
Corrections Flow
Handle 1099 corrections if original filings need updating — managed inside the same platform.
No spam. We'll notify you when 1099 & W-9 automation launches.
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)
Prepare and collect e-signatures on IRS Form 2848 and EFTPS enrollment forms in minutes. Direct e-filing with the IRS is coming soon.
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.
1099 & W-9 Automation
Collect W-9s from contractors and vendors digitally. Generate, e-sign, and distribute 1099-NEC and 1099-MISC forms at year-end. Coming soon.
Why US accountants Choose SignFlow
US accounting practices use SignFlow Now to send engagement letters, collect fees, and verify clients — all in one seamless AICPA-compliant flow.
- AICPA compliant
- Prepare & e-sign IRS Form 2848 & 8821
- Fee collection at point of signing
- AML & KYC identity verification
- All 50 states supported
- ESIGN & UETA legally valid signatures
Share client tax records. Control every view.
W-9s, 1099s, engagement letters and supporting records are sensitive. Give each client a private room beside their filing, require a signed NDA for anyone else who needs access, and keep 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 CPAs.
Client file: Alvarez Landscaping LLC
Private room
- W-9 and 1099 recordsView only
- Engagement and Form 2848View 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 CPAs will use it for
- W-9 and 1099 records kept next to your client filings
- Engagement letters and IRS Form 2848 packs
- Supporting records shared with lenders, attorneys or other advisers under NDA
- Year-end document requests with an expiry date
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 |