eSignatures and client approvals
- May 7, 2026
- 6 min read
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.
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