How to E-Sign a Contract
A contract—such as an engagement letter or proposal—is used to define the scope of engagement between you and a firm. Your accountant creates a custom contract specifically for your situation. Usually, you’ll need to sign the contract electronically before the firm gets started on the work you are requesting.
Once you have a contract that is awaiting signature, you’ll see a notification in your main menu and on your dashboard.
When you go to Contracts from the left menu bar, you’ll find all contracts that need your attention.
You’ll also see this information:
- NAME: This is what the contract is called.
- SIGNED: The first figure is the number of users linked to the account who have signed the contract; the second is the total number of signatories required to sign the contract.
- DATE: The date is the day the contract was sent to you.
- STATUS: If the contract is fully signed, the status reads SIGNED. If the contract is not fully signed, the status reads PENDING.
To sort your contracts list to find specific ones, click on the up-down arrows next to the NAME, DATE, or STATUS column header.
E-Signing a Contract
To review and sign a contract, follow these steps:
1. Click on the contract’s name.
2. Review the contents of the contract, click in the e-sign field at the bottom, then enter your name.
3. Click inside the I agree to the terms above checkbox, then click SIGN. The date is automatically added.
Printing a Contract
Print any contract, whether it is pending signature or signed. Click on the name of the contract to open it, then click Print at the top right of the page.
The Signed Contract Is Still Pending
If you’ve signed a contract, but it is still in Pending status, it means that it needs to be signed by additional users of the account (for more details, go here).
Preparers might request signatures from all users of an account or just one of several. If one of the users required to sign hasn’t done so yet, the contract remains in Pending status in the Contracts tab. You’ll also see any empty awaiting signature fields on the contract itself.