eSignatures and client approvals

Chasing clients for signatures wastes billable hours. Portal 360 includes built-in Client Approvals and eSignatures to make approvals fast, simple, and legally sound without leaving the platform.

Send for approval or signature

Select a document from File Centre or attach a new file, choose signers and approvers, and send via the client portal or email notification. Clients review, approve, and sign on the web or Portal 360 mobile app — no separate eSign vendor required for standard engagements.

What clients experience

• Clear steps: review, approve, sign, and download a copy where allowed
• Mobile-friendly signing for busy directors and trustees
• Reminders reduce follow-up calls from your team
• Completed packs store back on the client record automatically

Compliance and records

Every signature generates a secure, stored record with timestamp and participant details for your audit file. Restrict download permissions on sensitive packs and pair eSignatures with 2FA for internal users who send authority forms.