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, and file the sealed proof against the client.
Sent over the Pactivo API — signers finish on a hosted page, no account needed.
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.
Proof you can hand over
Each letter seals into a PDF carrying a PAdES digital signature and an RFC-3161 timestamp — evidence a reviewer can check, not take on trust.
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 sealed trail already attached.
Frequently asked questions
Can accountants send engagement letters and 64-8 authorities with Pactivo?
Yes. Engagement letters, 64-8 authorities and client onboarding documents are what Pactivo is set up for. Each signer clears a passcode sent to their email, and the sealed PDF and audit trail are ready to file against the client.
Does it work with our practice software?
Yes, through the REST API and signed webhooks: your system creates and sends the envelope, and a webhook tells it when the document is signed. You can also send straight from the browser.
Does the client need an account to sign?
No. The client opens the emailed link, enters the one-time passcode and signs on their phone or computer.
Close your engagement letters faster.
Send your first envelope in under a minute. No credit card.