Efficient document workflows for tax and finance professionals
Coordinate complex processes
Distribute financial statements for signature to several recipients at once. Specify signing order and assign unique signer roles easily.
Get paid faster
Send requests for both eSignatures and payments—receive instant updates whenever your clients take action.
In-person signing made easy
Speed up your agreements by having documents signed on the spot and closing deals instantly.
Protect sensitive data
Your files stay protected with end-to-end encryption and two-factor authentication in secure cloud storage.
Manage group documents
Invite team members to seamlessly collaborate on financial documentation and keep track of every change in one centralized space.
Build reusable templates
Streamline your workflow by designing templates for your most-used forms and invoices, saving valuable prep time.
See how financial companies use GetEsigns
Watch the video to discover how you can automate ordinary work, boost efficiency, and offer your customers a seamless signing journey.
Ensure your data is secure and compliant
Your documents are signed, shared, and stored with multiple layers of security for total peace of mind.
GDPR Compliance
Sets rules for managing and storing the personal data of individuals in the EU.
SOC 2 Type II Certified
Ensures your data is secure and your clients’ privacy is maintained.
PCI DSS Certified
Protects payment card information with strict transaction security standards.
21 CFR Part 11
Complies with FDA requirements for electronic records and signatures.
HIPAA Compliance
Secures the sensitive health data and privacy of your patients.
CCPA Compliance
Boosts privacy and data protection for all residents of California.