Automate your Grant, R&D and Tax Advisory documents

Your clients have high expectations and tight deadlines. Why let tedious paperwork (ELs, NDAs etc) hold you up?

It’s time to reclaim control of your contracts.

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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 Grant, R&D and Tax advisors”

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Documents and eSigning that delight your clients

Your clients want documents and deliverables yesterday. You want to make every touchpoint with them as painless as possible. And that starts with the initial NDA or Engagement Letter.

Imagine getting a bespoke contract over to them just minutes after a call (or whilst they’re still on the phone). Imagine how impressed they would be. Imagine how much more they would trust you and look forward to working with you.

  • Bespoke automated documents

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

  • Intuitive eSigning

    Printing, signing, scanning and emailing back? No. Bring a smile to your clients’ face 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.

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Gain peace of mind with document accuracy, compliance and control

With smart integrations and step-by-step forms, you can be sure that your team are creating accurate and compliant documents every time. In minutes, not hours.

We automate all of the boring stuff, so you can focus on winning and completing the actual work. Rather than creating and reviewing simple, albeit necessary, documents.

  • Companies House integration

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

  • 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.

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Happier teams spend less time on admin

Trust and empower your employees to create important documents from a beautifully designed dashboard. Not only will they spend less time on admin, but they will enjoy the process of getting documents eSigned.

  • Intuitive interface

    Train your team in minutes to create your most important documents. Intuitive, step-by-step forms will delight your employees and allow them to focus on more valuable tasks.

  • No more Word or email

    That’s right, you can now create, send and eSign bespoke contracts without the need for Microsoft Word, Google Docs or email. We automate everything for you.

  • Concierge template setup

    Got templates, but not sure how to set them up? Do not worry, our expert concierge template set-up team will set them up for you – for free.

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Tom Kennard
Tom Kennard
Director, Granted Consultancy
Granted Consultancy

Doc2 has empowered Granted, reduced risk and helped us realise significant time and cost savings. The perfect combination of compliance and efficiency for any organisation that has any contractual requirements.

Read our story

See how Doc2 trumps standard eSigning

All your documents, created, sent and eSigned in seconds. Not days.

Using the templates you already have means you will be up and running in no time.

Engagement Letters

Slow to update and often have mistakes in them? We have all been there. How about simply answering questions and generating your bespoke ELs ready for eSigning in seconds?

Non-Disclosure Agreements

Don’t wait hours to get an NDA over to your potential client. Send them your bespoke, pre-populated NDA straight after a call. They will appreciate your proactivity.

Service Agreements

Use more bespoke Service Agreements? No problem. If you have a template, we can automate that too!

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Josh Harris, CA
Josh Harris, CA
Co-founder & CEO, Doc2

Created through personal frustration

I started my career at a Big 4 firm. Initially in audit, then followed by 3 years in corporate tax 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 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 professional B2B businesses all over the UK to create, send and eSign their Engagement Letters and NDAs in seconds.

What are you waiting for?

No credit card required.

Try for free

Features you will love

Every feature has been designed with Grant and R&D tax advisors in mind.

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.

Companies House integration

Lookup company data directly from Companies House. Pull company names, addresses and registration numbers into your contracts with a click.

Minimise copying and pasting, reduce human error and empower your employees to create contracts with ease.

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.

User friendly interface

Navigating Doc2 is easy. It is beautifully designed, so you can create, send and eSign documents in seconds.

New employees can be trained in a matter of minutes. Meaning there is no need for complex user onboarding sessions.

Template version control

Ensure your teams are always using the latest template version with simple version control. No more saving of templates on desktops.

Minimising legal, compliance and reputational risks associated with using out of date 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.

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