Turn any document into one that can be electronically signed
Integrate Suralink's e-signature into your engagement process
Easily sign and request electronic signatures within the Suralink platform.
With built-in e-signature capabilities in Suralink’s Request List Management solution, you can electronically sign any type of document and request signatures from clients online—without disrupting your workflow.
Turn any document into a Suralink e-signature request in seconds. Whether it’s tax forms, engagement letters, or financial statements, you can gather up to five firm and client signatures per document, streamlining and simplifying your processes.
All signed documents are automatically stored within the correct engagement for easy access. Plus, a full audit trail ensures compliance and transparency for you and your clients.
E-signature features
Need an extra layer of digital security? KBA ensures your clients’ identities are verified before signing, helping your firm meet regulatory requirements while protecting sensitive documents like tax forms.
Maintain control over who in your firm can access Suralink’s e-signature functionality. Assign permissions to specific team members, ensuring only authorized users manage signatures while safeguarding sensitive client data.
No more chasing down signatures. Set up automated email reminders to keep signers on track. Choose a reminder frequency (e.g., every two days or weekly), and let the system handle the follow-ups for you.
For every signed document with Suralink’s e-signature feature, access a detailed certificate of completion, including signer names, timestamps, and associated requests—providing a clear audit trail for compliance and record-keeping.
Suralink’s e-signature solution gives you the ability to request signatures from anyone–whether they have a Suralink login or not.
For firms who utilize Suralink’s APIs, you can now perform actions on a larger scale–bulk upload, request, and download–speeding the time to get final, signed documents like engagement letters, tax forms, confirmation letters, and more.
Efficiency, security, and compliance—all in one place
By integrating e-signatures directly into your PBC request list management process, you eliminate the need for third-party signature tools and keep everything within a secure, organized, and engagement-ready system.
Frequently Asked Questions
An e-signature, or electronic signature, is a digital alternative to a handwritten signature that allows individuals to sign documents electronically. It provides a fast, secure, and legally recognized way to complete agreements without the need for physical paperwork.
E-signatures use encryption and authentication methods to verify the signer’s identity and ensure document integrity. With Suralink E-Signature, users can securely send, sign, and track documents in just a few clicks, reducing delays and improving efficiency.
Security is critical for e-signatures because they are used to sign legally binding documents, often containing sensitive financial or personal information. Suralink’s solution ensures document encryption, audit trails, and identity verification to protect against fraud and unauthorized access.
Yes, e-signatures are legally valid and enforceable under laws such as the ESIGN Act (U.S.), UETA (U.S.), and eIDAS (EU). These regulations establish that electronic signatures have the same legal standing as handwritten signatures when meeting compliance requirements.
E-signatures streamline document signing across various industries, including:
Tax and accounting: Signing IRS Forms 8878 and 8879 and client engagement letters
Auditing: Approving financial statements and internal reports
Legal and compliance: Signing contracts, NDAs, and policy acknowledgments
Finance and banking: Loan agreements and account approvals
Businesses can use e-signatures to eliminate manual paperwork, reduce processing time, and improve client collaboration. Suralink e-signature integrates directly into your existing document workflow, allowing firms to request, track, and store signed documents securely.
Time savings: Reduce turnaround time from days to minutes
Increased efficiency: Automate workflows and reduce manual follow-ups
Enhanced security: Encrypted documents with an audit trail for compliance
Cost reduction: Eliminate printing, mailing, and storage expenses
Improved client experience: Allow clients to sign documents quickly from any device
Yes, Suralink e-signature offers enterprise-grade security with document encryption, access controls, and detailed audit trails to ensure the integrity of signed documents. Users can track document status in real time, providing visibility into the signing process.
E-signatures must comply with industry regulations, including:
