Collate documents in packs
Keep clients’ financial statements, reports and tax returns in one place.
Prepare PDFs
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
You’ll find document packs on the Xero HQ menu. To use them, you’ll need to have Xero Tax with Xero Sign powered by Adobe Sign.
Xero Sign powered by Adobe Sign
Request an e-signature directly from Xero Tax. Or add one to a document pack in Xero HQ using Xero Sign powered by Adobe Sign. An audit trail of the history is available on the tax return.
Xero Sign powered by Adobe Sign for document packs is free through September for Xero partners in Australia who use Xero Tax and Xero Practice Manager. Document packs can be used with both Xero Tax and Xero Practice Manager. Users are not required to purchase separate bundles. We will be making document packs more widely available soon.
Bundle pricing
