Finance & Accounting
- Send and sign tax forms, financial statements, and client authorizations
- Manage agreements for bookkeeping, audits, or consulting services
- Collect multi-party approvals with clear signature order
- Store signed documents with version history and full audit trailsGenerate performance dashboards for leadership
In finance and accounting, every document matters — from IRS forms to engagement letters and loan documents. Missed deadlines or incomplete files can result in serious penalties and lost trust. HubSign helps financial pros handle documentation securely and efficiently, all without paper or printers.
Whether you're a CPA, bookkeeper, CFO, or financial advisor, HubSign gives you the tools to speed up document turnaround, stay organized, and ensure compliance. It's e-signing made simple — so you can focus on delivering trusted financial advice, not chasing signatures.
Common Challenges for Finance Teams
- Clients delay returning signed forms and authorizations
- Physical signatures slow down tax season and audit prep
- Risk of non-compliance with industry and data privacy laws
- Time wasted organizing paper or emailed PDFs
How HubSign Helps
HubSign is built to meet the demands of financial professionals:
- Send W-9s, 1099s, tax authorizations, and service agreements digitally
- Automate client reminders for unsigned documents
- Comply with data security and digital signature regulations
- Enable multi-signer workflows (e.g. for joint accounts or corporate approvals)
- Organize everything by client, tax year, or service line
The Result?
43% faster document completion rates
32% fewer signature-related delays during tax season
25% reduction in time spent filing and organizing paperwork
“HubSign saves us days during tax season. It’s secure, easy for clients, and gives us the audit trail we need — without the cost.”— Michelle R., CPA & Tax Partner
Everything You Need to Know—Upfront
Yes. HubSign helps finance and accounting professionals: Send and sign tax documents, client agreements, and financial reports; Reduce paperwork delays and manual processes; Maintain secure, legally binding records with audit trails. It’s perfect for firms needing efficient, compliant e-signing solutions.
Absolutely. HubSign is a strong free DocuSign alternative for finance professionals because: Our free plan includes up to 5 documents per month; Paid plans start at just $5/month per user;HubSign integrates with tools like HubSpot to manage client relationships and document workflows; It offers a simple, intuitive interface designed for busy professionals. DocuSign is robust but often comes with higher costs, especially for enterprise integrations and volume.
Finance and accounting teams use HubSign for: Tax filing authorization forms; Client engagement letters; Service agreements; Financial statements and reports; Audit confirmations; Internal approval forms. HubSign allows placement of signature fields, initials, dates, and more on any document.
Yes. HubSign uses: AES-256 encryption for stored documents; TLS/SSL encryption for data in transit; Strict data privacy measures compliant with global laws; Tamper-evident audit trails on every document. Your clients’ sensitive financial data stays protected.
Yes. Every document signed through HubSign includes: Timestamps for each action (viewed, signed, completed), IP addresses of signers, Signer identity details, A tamper-evident audit log. This audit trail helps maintain compliance with financial regulations and provides proof in case of disputes.
HubSign integrates with HubSpot, which some finance and accounting firms use for: Managing client contact records, Organizing projects and service pipelines, Automating follow-ups and document workflows. While HubSign doesn’t integrate directly with specialized accounting software like QuickBooks, it’s a flexible solution for broader business workflows.
Yes! HubSign is fully mobile-friendly. Clients can: Review and sign tax documents, agreements, and financial statements from smartphones or tablets; Avoid delays caused by printing or scanning paperwork; Complete signatures quickly, even while on the move
Yes. HubSign’s electronic signatures comply with: The U.S. ESIGN Act, Uniform Electronic Transactions Act (UETA), EU eIDAS Regulation. Documents signed through HubSign are legally valid and enforceable in most jurisdictions, making it safe for finance and accounting use.
HubSign is a simpler, more cost-effective alternative to PandaDoc for finance and accounting because: Our free plan allows up to 5 documents/month, Paid plans start at only $5/month per user, HubSign focuses on fast, simple signing rather than complex document generation, Integrations like HubSpot are available without enterprise-level fees. PandaDoc has robust features but can be overkill or costly for firms with straightforward signing needs.
It’s easy: 1. Sign up for free at gethubsign.com; 2. Upload your tax form, client agreement, or report; 3. Place signature fields and add recipients; 4. Send the document for signing; 5. Download the signed document along with its audit trail. HubSign’s free plan lets you try the platform with up to 5 documents each month.
