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Guide · Client
How to Get an Engagement Letter Signed Electronically
Digitising your signature process reduces friction and speeds up client onboarding.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
Electronic signatures are a secure, efficient way to finalise engagement letters. By using a dedicated e-signature platform, you can send documents instantly, track their progress, and store completed versions securely with a full audit trail, meeting all UK professional and legal standards for document execution.
Why use electronic signatures?
They are faster, more convenient for clients, and easier to track than paper letters.
Digital processes demonstrate a modern, efficient practice.
Are electronic signatures secure?
Yes, they provide a robust audit trail showing when and where the document was signed.
Ensure your provider meets UK eIDAS standards.
What are the steps to set up e-signatures?
Choose a platform, upload your template, and send to the client via a secure link.
Make sure you include clear instructions for the client.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Using non-compliant software
- Missing the audit trail
- Complicating the process for clients
- Not following up unsigned letters
“Managing deadlines and tasks is much easier.”
Frequently asked questions
Is it legally binding in the UK?
Yes, electronic signatures are recognised under the Electronic Communications Act 2000 and the UK eIDAS regulations.
Can clients sign on a mobile?
Yes, most modern e-signature platforms are mobile-responsive, allowing clients to sign quickly from anywhere at any time.
What if there are multiple signatories?
Your platform should allow you to specify the signing order and ensure all required parties have signed before the document is finalised.
Do I get a copy once signed?
Yes, both you and the client should automatically receive a final PDF copy once all signatures are complete.
How do I know if they’ve opened it?
Most systems provide real-time tracking, so you can see exactly when the client has viewed the document.
Is it better than a wet signature?
In most cases, yes, because it provides a verifiable audit trail that is much harder to challenge than a physical signature.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
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 Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of 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.”
