Three ways to create your signature
- Draw it with a finger on a phone or tablet, a stylus, or the mouse. Faster strokes come out thinner, like a real pen.
- Type it, and pick one of three handwriting styles. Quick and always legible.
- Upload it: sign a sheet of white paper, take a photo or scan it, and upload it. The paper is made transparent so only the ink sits on the document.
Documents bookkeepers sign every week
- Engagement letters with new clients, and the client's counter-signature on the same file.
- Form W-9 requested by customers, and vendor W-9s you collect before filing 1099s.
- Authorization forms: IRS Form 8821 or 2848, state tax POAs, payroll and bank authorizations. Check whether the agency accepts electronic signatures for that form before sending.
- Invoices, receipts and expense reports that need an approval signature.
Before you send it back
- Read the whole document, including pages you didn't need to sign.
- Date it correctly: the Date button uses today's date in MM/DD/YYYY format; select it to change it.
- Keep a copy of what you signed, filed with the client or vendor.
- Several documents? Sign each one, then combine them with Merge PDF if the recipient wants a single file.