Electronic Signatures

eSIGN / eIDAS Compliant

We support e-signature fields that let your clients electronically sign engagements. Never again will you need to ask your clients to print, sign, scan, and return documents that you need signed. With e-signatures, you can send advisory agreements, letters of authorization, and other advisory-related documents for your clients to sign.

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Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.