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.
Speed and client service are key. So, why let simple paperwork let you down?
It’s time to reclaim control of your contracts.
Your existing templates become simple forms. Fill out the form and pull in data from your CRM or Companies House. Done.
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 will love how easy and professional it is. You will love closing deals more quickly with less time spend on paperwork.
Experience the “ultimate tool for accounting practices”
Begin interactive product tour ➜ Begin interactive product tour ➜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.
Impress your clients and prospects with bespoke professional Engagement Letters delivered to them in minutes. Do not let them wait hours or days.
Populate company names, registration numbers and registered addresses straight into your templates, directly from the Companies House register.
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.
The latest template version will always be used. Minimising legal, compliance and reputational risks of using an out-of-date version.
Have complete oversight on the status of documents, with in-depth but easy to understand audit logs.
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.
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!
Appended to every eSigned document is an eSigning Certificate, giving you peace of mind that it has been signed legally.
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.
Use the templates you already have, so you are up and running in no time.
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.
Impress your clients with seamless Client Approval Letters.
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.
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 ➜
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.
No credit card required.
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
