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.
Collate documents in packs
Combine clients documents for signing all from within Xero, all helping to improve your workflow.
Documents include:
- Published reports from your client’s Xero organisation
- Tax returns from Xero Tax
- PDFs that you upload from your computer
Prepare PDFs
Add a signature line to PDFs as well as the names and emails of those who need to sign.
- Add multiple recipients and drag and drop where they need to sign on the page
- Add customised email messages before sending the pack to your clients
Share documents securely
Ask clients to visit a secure Xero portal where they can safely and securely e-sign what they were asked to sign.
- Recipients will be notified by email
- Clients can then sign in with their Xero login or easily create a free login to view the documents requested to sign
Get signatures back fast
No printing or scanning. Just sign and go with Xero Sign, powered by Adobe Sign.
- Real-time visibility of the status of documents out to be e-signed
- Easily send reminders to follow up clients to sign
Bundle pricing
Purchase a Xero Sign powered by Adobe Sign bundle to request e-signatures directly through document packs in Xero HQ or through Xero Tax. Note bundles will expire 12 months after the date of purchase.
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.
See how to set up document packs and Xero Sign