Engagements, declarations and advice — signed and evidenced
Accountants, brokers and advisers need signatures that stand up: engagement letters before work starts, declarations before lodgement, advice documents with proof of delivery. SignSwifly gives every document a certificate and an audit trail your compliance team will actually like.
What slows this work down
Deadline pile-ups
Lodgement seasons compress hundreds of signatures into weeks.
Compliance evidence
Best-interests and disclosure obligations need proof the client actually saw and signed.
Client friction
Clients who can't drive in — or won't print — stall the file.
How SignSwifly helps
Bulk-friendly flow
Send in minutes per client; automatic reminders carry the follow-up burden.
Evidence per signature
Time, IP, device and document fingerprints on a tamper-evident chain, every time.
Sequential countersigning
Client signs, partner countersigns — routed automatically.
Word-native
Send engagement letters straight from Word; conversion is automatic.
Documents teams sign with SignSwifly
Accounting & tax
- Engagement letters
- Tax return declarations
- Financial-statement representations
- ASIC forms (where permitted)
- Payroll authorities
Advice & lending
- Statements of advice
- Fact finds
- Loan applications
- Disclosure acknowledgements
- Ongoing-fee consents
The benefits
Season-proof throughput
Hundreds of declarations without hundreds of phone calls.
Regulator-ready files
Certificates of completion filed with every signed document.
Stored in Australia
Client financial data is stored in Australian data centres.
Make lodgement season the easy part
Three envelopes a month are free, with no time limit. No credit card required.