ENGAGE & GATHER > MY SIGNATURE

Send, Sign and Track Documents Electronically

Designed for flexibility and transparency, My Signature helps streamline your document workflows with intuitive tools, expanded file support, and enhanced visibility

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Features

HubSync’s My Signature feature makes it simple for firms and clients to send, sign, and track documents electronically. 

SIGN ENGAGEMENT LETTERS IN ONE SECURE PLATFORM

Seamless Engagement Letter Signing

Send, sign, and manage engagement letters in one secure platform. Clients sign electronically in seconds, and firms gain instant visibility and tracking—no printing, scanning, or chasing signatures.
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In-Organizer Signing

Clients review and e-sign letters without leaving the Tax Organizer interface

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Instant Status Updates

Track envelope status, signer progress, and routing history in real time

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No App Switching

Eliminates separate portals or logins for a unified client experience

GATHER DATA EFFORTLESSLY, LAND IN ONE DATABASE

Smart Document Upload & Prior-Year Auto-Fill

Smart Document Upload & Prior-Year Auto-Fill makes gathering client data effortless and organized. Clients see familiar prior-year forms, mark off what's not needed, request new items on the fly, and know everything lands securely in your central Database.
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Prior-Year Forms Auto-Display

Clients review and e-sign letters without leaving the Tax Organizer interface

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"Not Applicable" Marking

Clients easily flag irrelevant items without cluttering the workflow

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Central File Cabinet Storage

All uploads stored securely in one searchable location for firm-wide access

CLOSE THE LOOP: REVIEW, SIGN, DONE

Automated Tax Return Review & E-Sign

Automated Tax Return Review & E-Sign delivers returns directly into the Organizer for seamless client review. Clients handle secure signatures with guided steps and get instant completion confirmation, closing the loop without extra tools.
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Embedded Return Delivery

Tax returns auto-deliver via HubSync Delivery Module, viewable directly inside the Organizer

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Guided Signing Process

Walks clients through each required field until full completion. Support for multiple document types, including PDF, DOC, and DOCX

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Clear Completion Confirmation

Provides instant "Signed" screen and status updates for firm tracking

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READY FOR EFFORTLESS SIGNATURES?

Streamline Signing with My Signature

My Signature makes sending, signing, and tracking documents electronic and intuitive for firms and clients alike. Eliminate paper delays with flexible file support, real-time visibility, and seamless HubSync integration.

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EXPLORE INSIGHTS

Unlock Expert Resources

 Dive into our resources to uncover practical strategies, emerging trends, and proven approaches designed to help your firm streamline workflows and enhance the client experience.  

WHITE PAPER

From Chasing Signatures to Managing Outcomes

In this whitepaper, you'll see how My Signature plugs into your existing HubSync workflows to automate routing, guide clients through e-Signing and store finalized documents in one secure location.

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VIDEO

Faster, Easier Client e-Signatures

See how your team can send, track, and securely store thousands of signed documents without chasing emails or logging into multiple tools. 

 

 

 

FREQUENTLY ASKED QUESTIONS

You've Got Questions, We've Got Answers

Quick answers to learn more about our in-organizer signature and instant status updates—all tailored for CPA firms.

REQUEST YOUR DEMO

Ready to Streamline Electronic Signatures?

Unlock HubSync's My Signatures for effortless data collection, guided client workflows, and real-time collaboration—contact us now to schedule a demo.

Schedule a Demo