eSignature Solutions for Finance & Tax Accounting Services

CocoSign’s eSignature solutions have changed the way in which businesses provide financial services and tax accounting services. Going to and fro with documentation can be very time consuming, which is why businesses use CocoSign and eliminate all bottlenecks.

By clicking the "Submit" button, you agree to receive marketing communications from us in accordance with our Privacy Policy.

  • Home  > 
  • Solutions  > 
  • eSignature Solutions for Finance & Tax Accounting Services

Learn How CocoSign Improves Document Workflow for Financial Services Teams

Speed Up Accounting Processes

There is no need to set up physical meetings with the client to get documents signed. CocoSign’s eSignatures allow document verification and signing through anywhere anytime, speeding up the processes manifold.

Facilitate Internal Business Operations

CocoSign assists businesses not just with handling clients, but also with employee management as well. Businesses can set employee authority and verification standards for each employee in the company.

Convenience for Clients

Clients have the facility of signing documents from anywhere, even when they are travelling or when meeting physically is inconvenient. This adds to the comfort level for the client, making them see the financial service in a better light.

Offering Compliance and Security

CocoSign complies with the eSignature standards adopted by the industry. The signatures and personal data are protected with SSL encryption, a standard used by the most secure interfaces globally.


Avoid Repeated Information

Electronic document storage and processing eliminates the need to manually proofread the document multiple times. Users can check for any repeated information just with a click of a few buttons.

Lower Risks of Making Mistakes

There are no chances of errors when the fact checking is being done digitally. CocoSign eliminates manual processes and proofreading by providing all the processing online. There is no chance of human error with CocoSign.

Use Cases

CocoSign’s eSignatures are used in every stage of the financial and accounting processes, including:

  • Loan Application Form
  • Client Onboarding Form
  • Transfer of Assets Documents
  • IRA and 401k Rollover
  • Delegation of Authority Forms
  • Credit Reports
  • Disclosures
  • Compliance Processes
  • New Account Opening Forms
  • Subscription Documents
  • Account Maintenance Forms
  • Audit Reports Signing

Speed up your financial paperwork

Quickly fill out bank forms

Make your bank-related paperwork a breeze by using CocoSign's templates. Fill them in and sign them with e-signature tools.

Check bank financial forms here

Use pre-made SEC paperwork

Choose an appropriate SEC form and fill it in online in a hassle-free way with CocoSign's digital signature tools.

Check SEC forms here

Access miscelleneous form templates

Fill in miscellaneous forms and paperwork online with CocoSign to save time and money. It's easy and legally valid.

Check miscellaneous forms here

Financial Services FAQs

Will CocoSign make my financial services workflow more efficient?

Yes, CocoSign can make your financial services workflow more efficient. The solution allows you to process paperwork faster and get it authorized easier with its digital signature tools.

How does CocoSign work?

CocoSign works from your web-browser. It's an electronic signature solution that allows you to sign and manage documents, among other things. You upload a document to the server, sign it, and download it back.

Can I safely upload financial documents, contracts, and forms on CocoSign?

Yes, you can safely upload and even save financial documents, contracts, forms, and other sensitive papers on CocoSign. The site complies with all the important regulations, from GDPR to HIPAA.

Is my data safe if I sign with CocoSign?

Your data is safe if you sign through CocoSign, yes. Your signature, if you store it on the server, is accessible only to you. Your data and documents can't be seen by anyone but you.

Will any signature I make on CocoSign be legally-binding?

All signatures you make on CocoSign are legally binding in 60+ countries. You'll need to check local rules and regulations just to be sure, but CocoSign is usable in most developed countries and several developing ones.

Can I sign a document with my mobile device on CocoSign?

You'll be able to sign any financial or other document through your mobile device on CocoSign. The site is mobile-friendly and offers an excellent experience on small screens. It can be used even when you're on-the-go.

How quickly can I sign documents on CocoSign?

CocoSign is a lightning-quick solution, designed for high-pressure, high-volume workloads. You can sign multiple documents quickly and effeciently. You can also have other people sign them with you. The process is as simple as uploading the document and getting it signed.

Easier, Quicker, Safer eSignature Solution for SMBs and Professionals

  • No credit card required
  • 14 days free