Easy e-signing with document packs

Collate financial reports and tax returns into document packs to share securely with clients for digital signatures.

 PDF document in a document pack is marked up with a signature line, the name of the signatory, and their email.

Collate client documents in packs

Combine reports, returns and PDF documents for signing from within Xero to help improve your workflow

  • Included
    Include published reports from your client’s Xero organisation
  • Included
    Include tax returns from Xero Tax
  • Included
    Include PDFs that you upload to Xero HQ from your computer
 Cover letter, client report, and a tax return are included in a document pack.

Add tax returns to a pack seamlessly

Prepare your tax returns in Xero Tax, then add them to a document pack all within a simple workflow

  • Included
    Contact details automatically populated with the signature spot added where possible
  • Included
    Automatic status updates on the tax return and notification when the returns have been signed
Requesting an e-signature on a tax return e-sign is a seamless workflow.

Prepare PDFs for e-signing

Add a signature line to PDFs within your Xero account as well as the names and emails of those who need to sign.

  • Included
    Add multiple recipients and drag & drop where they need to sign on the page
  • Included
    Add customised email messages before sending the pack to your clients
The places where a client needs to sign a document are clearly marked.

Share documents securely

Ask clients to visit a secure Xero portal where they can safely and securely e-sign documents.

  • Included
    Recipients are notified by email and requested to sign documents
  • Included
    Clients can sign in with their Xero login or create a free login to access the documents
  • Included
    Receive notifications updating you on a pack’s status
A business owner logs in to the secure Xero portal to review and sign documents.

Receive 25 free transactions

Purchase a Xero Sign powered by Adobe Acrobat Sign bundle. See the bundle pricing and the full Xero Sign T&Cs below.

  • Included
    New Xero Sign accounts get 25 free transactions to use within 14 days
  • Included
    Request e-signatures through document packs in Xero HQ or Xero Tax
  • Included
    Bundles are valid for 12 months from the date of purchase
A small business owner adds their digital signature to a tax return.

More about document packs

The current Xero Tax e-signature tool in company accounts and tax is not going away, but if you fancy trying the added benefits of using document packs and Xero Tax, we’ve prepared a side by side comparison.

See how document packs compares to Xero Tax e-signature (PDF)

To get started, you need to create an Adobe Acrobat Sign account that can only be used with document packs and Xero Tax. Go to Xero HQ, click Ask > Document packs and then follow the prompts to sign up.

See how to set up document packs and Xero Sign

Bring together client documents, tax returns and published reports in Xero HQ, add e-signature requests, then send them out to clients to sign using the secure Xero portal.

See how to prepare and send a document pack

Micro bundles (100 transactions) are £60, small ones (500 transactions) are £240, medium ones (1000 transactions) are £360 and large ones (2500 transactions) are £600. This pricing is in GBP and excludes VAT. The offer of 25 free transactions automatically applies to new Xero Sign accounts created from 15 February 2023.

Learn more about bundles starting from £60

‘Transactions’ refers to the number of documents that include at least one electronic signature. Each document can be up to 100 pages or 10 MB. Xero Sign bundles expire 12 months after the purchase date. Unused transactions are not redeemable after that.

See the full Xero Sign terms and conditions that apply (PDF)

Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.