Wet Signatures VS email approval

Newbie
Newbie Registered Posts: 229 ? ? ?
Hi I am unsure if its acceptable to PI insurers or the AAT to email the engagement letter or LTD accounts and get an email from the client approving the terms or accounts, I do this for tax returns as we have IRmarks, what do others do, I tried calling my insurer Trafalgar but aparently you cant speak to anyone!! helpful.
Advice from other MIPS greatly appreciated

Comments

  • burg
    burg Moderator, FMAAT, AAT Licensed Accountant Posts: 1,441
    I did some research a while back. It was all acceptable with the aat then and our insurers as long as we could prove it was signed by the client by keeping the email from the client. Adobe echosign logs the email address it was signed using so is acceptable.

    We now have 95% of our accounts, tax returns and loe's signed electronically
    Regards,

    Burg
  • JJH1969
    JJH1969 Registered Posts: 110 ? ? ?
    I went to a West Midlands CIMA MIP session on Saturday and certainly echosign was the recommendation.
  • Newbie
    Newbie Registered Posts: 229 ? ? ?
    thank you both so much I am loving this software, I knew there had to be a better way than snail mail lol
  • Fireraiser
    Fireraiser Registered Posts: 91 ? ? ?
    I use Docusign. My clients seem to like it too. Will check out echosign
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