Pactivo for your profession
For accountancy practices
Engagement letters signed before the client closes the email.
Year-end is hard enough without chasing signatures. Send engagement letters and 64-8 authorities that sign in under a minute, with identity binding for your AML file.
Documents you send
Engagement letters64-8 authorityAML onboarding
Built into SmartBooks
No new tool to learn
Send straight from a client record in SmartBooks
Identity-bound signatures satisfy your AML obligations
The audit trail files itself against the engagement
Embedded via the Pactivo SDK — no redirect, no second login.
The signature is the easy part. The proof is what your file needs.
No more chasing
A signer signs on their phone in seconds. Automatic reminders mean you stop being the chaser.
AML-ready identity
Bind each signature to a Certivus-verified identity, so the engagement and the ID check are one record.
Audit that files itself
Every letter carries a sealed, shareable trail — no folder of PDFs, no “where did we save that”.
“Engagement letters used to sit unsigned for a fortnight. Now they come back the same afternoon, with the ID check already attached.”
SW
Sarah Whitfield
Partner, Whitfield & Co Accountants
Close your engagement letters faster.
Send your first envelope in under a minute. No credit card.