Connect your DocuSign account and send envelopes pre-filled from the household you already have. Every send is tracked from delivery to signature, with the signed PDF stored where the auditor expects it.
Envelopes pre-filled from household and person data through mapped templates — no retyping client details.
One envelopes page tracks every send: status lifecycle, full history, search, and filters.
Automatic signer reminders and expirations, with clear recovery when an envelope is declined or voided.
Bulk campaigns send one document across many households; embedded signing covers the client sitting in your office.
E-signature analytics plus an audit view of exactly what client data left the building.
The envelopes page — every e-signature send, its status, and its history in one place.
Put e-signature envelopes to work on your own book.
