Brandon Jones
Brandon Jones

Canopy is excited to introduce e-Signature for engagement letters! Enabling your clients to sign engagement letters electronically may seem like a small—if convenient—improvement, but e-Signature is more than just a fancy technological convenience. In addition to the convenience, e-Signature performs two very important functions for your tax practice: saving you time and money, and helping you secure clients before they change their minds.

Check out the most recent e-Signature update in this blog post.

1. Using e-Signature saves you time and money.

Take a minute to think about everything that goes into getting an engagement letter signed—printer and ink, stationary, envelopes, stamps, and, of course, the time you have to spend on the whole process. Even if you’re fortunate enough to have your client sign the engagement letter in your office, you still have the cost of the stationary and printing.

In our experience, by the time you take into account the value of a tax pro’s time and material expense, you spend in the range of $30 for every engagement letter you send for a signature.

Oh, and once you’ve mailed the letter, you can expect to wait 10-14 days to get it back. You like waiting, right?

We know you don’t. And when you use e-Signature to get your engagement letter signed, you’ll wait a lot less. Just send the engagement letter with Letter Generator and notify the client with a Client Request. The client can then access the letter through their secure portal, sign it with e-Signature, and notify you when it’s done.

So no more licking envelopes. No clearing the jammed printer. No trips to the post office. And no two-week wait while you pray that the engagement letter didn’t accidentally get shredded by some rogue piece of postal service equipment.

Just a few clicks of your mouse, and you're done.

2. Not using e-Signature will cost you clients.

Remember those 10–14 days you traditionally spend waiting to get your engagement letter back? That’s a lot of time for things to go wrong—time after you’ve verbally closed the deal, but before the client has actually put their signature to the agreement. At least half of those 10–14 days is extra time for the client to come up with new concerns and objections—concerns and objections that may ruin the deal. If you haven’t yet had a client back out during this five-day limbo period, you will—unless you start using e-Signature.

E-Signature takes all the tense waiting out of the equation. You can have the engagement agreement sent and signed within minutes of closing the deal verbally.

Here's a preview of e-Signature so you can see just how intuitive and simple your life is about to become...


engagement letter Step 1: Pull up the engagement letter you wish to send.



e-Signature Step 2: Add your signature.



e-Signature Step 3: Add a personalized message and send the letter with a single click.



e-Signature Step 4: Success!


Want to see the other features Canopy has released recently? Check out 3 new canopy features that will upgrade your workflow.

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a test drive.

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