Collate documents in packs
Keep clients’ financial statements, reports and tax returns in one place.
Add a signature line to PDFs as well as the names and emails of those who need to sign.
Share documents securely
Ask clients to visit a secure Xero portal where documents await their e-signature.
Get signatures back fast
No printing or scanning. Just sign and go with Xero Sign powered by Adobe Sign.
Save your time and energy for better things
Say goodbye to collating, sending and chasing up individual documents for signatures. Do it all at once and do it quickly with document packs in Xero HQ.
Combine tax returns from Xero Tax, reports from the client’s Xero organisation, and PDFs that you upload from your computer. Then add any extra signature lines, upload the document pack to a secure online portal, and invite clients to log in and sign using Xero Sign powered by Adobe Sign.
Simplify your life
Send document packs to be e-signed by multiple people, and avoid chasing clients to print, sign, scan and email documents back to you.
How to get started
To get started with e-signing, you need to create an Adobe Sign account and buy a Xero Sign bundle that can be used with either document packs or Xero Tax.
Simply go to Xero HQ, click Ask > Document packs and then follow the prompts to sign up and purchase the bundle that’s right for you.
Xero Sign powered by Adobe Sign
Request e-signatures directly from Xero Tax or through Document Packs in Xero HQ using Xero Sign powered by Adobe Sign. For tax documents, an audit trail of the history is available.
Note bundles will expire 12 months after the date of purchase.