Documents Portal
E-Signature from Any Document
Send any PDF for e-signature: pick recipients, drag signature and date fields, link it to a task and send.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
E-signature is now standard for UK accountants, from engagement letters to client approval of year-end accounts. Remindoo builds it into the Documents Portal, so you can send any PDF for signature from the document actions menu. A three-step flow keeps it simple: Recipient Selection, Input Placement and Task Selection.
In step one, choose recipients from the client's contacts — for example Sophie Marsh at Kestrel Logistics Ltd — searching by client user name. If the right person is not listed, Create Client User Manually or add a Custom User. In step two, drag Signature and Date fields onto the page, move between pages if needed, and assign each field to a recipient. A counter confirms that every field is assigned before you Save Inputs & Proceed.
In step three, link the document to the client task it belongs to, such as Year-end accounts prep FY26 under Accounts - Year End + CT600, with its status shown. The same task can be reused for multiple document groups. Then Save Document or Send Invite. Linking signatures to the task means the signed approval sits with the job, which helps with review, filing and audit trail.
Step 1: choose recipients
Pick the client's contacts, create a client user manually or add a custom user.
What you can see
- Step indicator: Recipient Selection, Input Placement, Task Selection.
- Search with Client User Name field.
- Client contact Sophie Marsh tagged Contact and selected.
- Create Client User Manually and Custom User buttons.
- Next button.
Why it matters: The right signatory is chosen from the client's own contacts, reducing errors.
Step 2: place fields
Drag Signature and Date fields onto the page and assign each one to a recipient.
What you can see
- Select your field type: Signature and Date.
- Fields placed on the PDF, tagged with the recipient's initials, with edit and delete icons.
- Assign Documents panel: 2 of 2 fields assigned.
- Recipients list showing 2 fields.
- Previous Page / Next Page navigation.
- Save Inputs & Proceed.
Why it matters: Fields go exactly where the client needs to sign and date, so returned documents are complete.
Step 3: link to the task and send
Choose the client task the document belongs to, then Save Document or Send Invite.
What you can see
- Task Selection with Search by Task Name.
- Service group Accounts - Year End + CT600.
- Task Year-end accounts prep FY26 with status In progress, selected.
- Note that the same task can be reused for multiple document groups.
- Save Document and Send Invite buttons.
Why it matters: The signature request is filed against the job, so the signed approval is easy to find later.
Frequently asked questions
Does Remindoo create client folders automatically?
Yes. Each client has a folder, and each service (for example Accounts - Year End + CT600) has its own sub-folder.
Can I choose what the client sees?
Yes. Folders and files can be marked visible to the client or hidden, and a Visible badge shows what is shared.
Can clients e-sign documents?
Yes. Choose recipients, drag signature and date fields onto the PDF, link it to a task and send the invite.
How much storage is included?
The storage bar shows usage against your allowance (for example 0.2 GB of 3 GB).
Can I send an engagement letter for e-signature?
Yes. Any PDF in the portal can be sent for e-signature: choose recipients, place Signature and Date fields, link it to a task and send the invite.
What if the signatory is not a saved contact?
Use Create Client User Manually or Custom User in the recipient step.
Continue the Documents Portal guide
See documents portal in Remindoo
Book a Demo to explore your firm's own process.
Book a personalised demonstration based on your firm’s own process.
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
