E-Signatures
Send engagement letters, 8879 e-file authorizations, and tax documents for signature with automated reminders, multi-party support, and complete audit trails - fully integrated with your client workflows.
How E-Signatures Work
From document preparation to signed completion - streamlined for accounting firms
Use built-in templates for engagement letters and 8879 forms, or upload custom PDFs with signature fields
Enterprise-Grade Security & Compliance
Every signature is tracked, timestamped, and legally binding with full audit trails
Every action logged: who sent, who opened, who signed, IP addresses, timestamps - full IRS compliance
Stop Chasing Signatures
Automate engagement letters, 8879 forms, and tax authorizations with ZentroBiz
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AI Workpaper Generator
Create Review-Ready Workpapers From Firm Data. Use a dedicated workpaper workspace to prepare, review, and retain supported workpaper outputs with source context.
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Document Management
Organize client files, document requests, forms and e-signatures in one place — searchable, secure and tied to the client record.
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Document Requests
Ask for the Right Files and Track Every Response. Send structured document requests to clients with clear items, due dates, and completion visibility.
Learn more ›See E-Signatures in your firm.
A 20-minute demo tailored to your workflow, or start a 14-day trial. Submitting a request does not charge a card.