Send engagement letters for signature through Annature or DocuSign.
Route engagement letters through your Annature or DocuSign account. Signed envelopes flow back and automatically start the client’s jobs and billing.
Getting an engagement letter signed is usually the moment work should begin — but only if the signed document makes it back into the system without a manual chase. Finye connects to Annature or DocuSign so letters go out through the provider your practice already trusts, and the completed envelope returns to Finye on its own.
When a signature lands, Finye can automatically start the client’s jobs and billing, so nothing waits on someone noticing the email. Finye also has its own in-browser signing built in if you would rather not use an external provider, but this connector is for firms standardised on Annature or DocuSign.