Automate your accounting practice's documents

Speed and client service are key. So, why let simple paperwork let you down?

It’s time to reclaim control of your contracts.

Create your agreements
in seconds

Intelligent forms are created from your existing templates. You can even pull data from your CRM and Companies House.

Send to client with
a single click

Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.

Your customers eSign
with ease

Quick and simple, works on any device. The eSigned document is filed instantly.

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Experience the “ultimate tool for accounting practices”

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Your Engagement Letters created in under two minutes

Speed, efficiency and accuracy are key to impressing your clients. We know as accountants that Engagement Letters and other templated documents are a necessary, but thankless, task. So now you can create, send and eSign your templated documents in a matter of minutes, allowing you to move on to more value-adding jobs.

  • Create documents with questions

    Impress your clients and prospects with bespoke professional Engagement Letters delivered to them in minutes. Do not let them wait hours or days.

  • Companies House lookup

    Populate company names, registration numbers and registered addresses straight into your templates, directly from the Companies House register.

Master template integrity with template version control

Master templates are prone to being erroneously updated, saved over and losing their integrity. This creates a constant worry in every accountant’s mind, resulting in significant chargeable time being spent on reviewing simple, but necessary, documents such and Engagement Letters. It’s time to remove this worry with intuitive template version control.

  • Template version control

    The latest template version will always be used. Minimising legal, compliance and reputational risks of using an out-of-date version.

  • Audit logs

    Have complete oversight on the status of documents, with in-depth but easy to understand audit logs.

Delight your clients with super simple eSigning

Starting a client relationship on the right foot is paramount to every business relationship. This includes getting the actual Engagement Letter signed. Your clients really dislike having to print, sign, scan and email back documents. So make their lives easy with super simple, one-click eSigning. They will thank you for it.

  • Intuitive eSigning

    Printing, signing, scanning and emailing back? No. Bring a smile to your clients’ faces with simple and seamless eSigning. It’s great for your conversion rates too!

  • eSigning Certificates

    Appended to every eSigned document is an eSigning Certificate, giving you peace of mind that it has been signed legally.

Emilio Vences
Emilio Vences
Co-Founder, Heaton Vences
Heaton Vences

The bane of our lives was Engagement Letters and legal documentation. Doc2 has made the difficult documents easy and now I have my life back.

Read our story

See how Doc2 trumps standard eSigning

Professional documents created, sent and eSigned in seconds.

Use the templates you already have, so you are up and running in no time.

Engagement Letter

Engagement Letters are key for every client. Ensuring they are accurate, professional and simple for your clients to sign will build a strong relationship from the offset.

Client Approval Letter

Impress your clients with seamless Client Approval Letters.

Non-Disclosure Agreement

Do not wait hours to get an NDA over to your potential client. Send them your bespoke NDA straight after a call. They will appreciate your proactivity.

Concierge onboarding
Our experts will set up your templates for you

Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up.

Upload your template now ➜
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Josh Harris
Josh Harris
Co-founder & CEO, Doc2

Making Engagement Letters should have been easy

I started my career at a Big 4 firm, where I qualified with the Institute of Chartered Accountants of Scotland (ICAS).

Frustrated with creating Engagement Letters, I thought there had to be a better way to create repetitive documents. A way that ensured that the latest template was always used, a way that pulled in the data from Companies House, a way that made it easy for our clients to sign and a way that wasn’t boring, complex or prone to human error.

That’s why we created Doc2. To allow accountants all over the UK to create, send and eSign their Engagement Letters and other template-driven documentation in seconds.

What are you waiting for?

No credit card required.

Try for free

Features that will transform your document centric processes

Create documents with questions

Using logical natural language questions, enables the creation of your documents in a simple understandable manner.

Accurate and compliant documents are then built-in seconds, based on your answers, using your templates.

Document storage and data

Store and file all of your important eSigned documents in one place. Search for documents by company name.

Download all data from all contracts in a structured CSV file so you have complete oversight of all documents.

Effortless eSigning for your clients

Send your documents to be eSigned with a click. Clients follow the unique link and simply type their name to eSign.

No downloading, printing or scanning. The eSigned document is then emailed to all parties with a signing certificate attached.

Download 7 Microsoft Word automation tips for free

The 9-page "cheat sheet" is filled with great tips to help you automate your Engagement Letters today.

Download now Or watch the full Doc2 demo