Spend more time connecting with your clients.
We'll handle the paperwork.
Send customer agreements & payment agreements for signature -- in AdvicePay.
Powered by our partnership with HelloSign, we're proud to offer eSignature for Professional and Enterprise accounts. Now you can handle more of your client onboarding in one system, saving you time and simplifying the process for your clients.
eSignature in AdvicePay allows you to:
- Easily upload UNLIMITED client agreement templates, customized for your firm
- Send client agreements for signature by one or multiple clients, with or without a separate payment request
- Process UNLIMITED signatures for one, low monthly fee
- Know you're still compliant when you use AdvicePay!
Add the eSignature upgrade for just $15/month/user.
Simply log in to your AdvicePay account, select "eSignature," then click on "Enable eSignature." That's it!
Ready to add eSignature?
Not subscribed to AdvicePay yet? Check out package and pricing options >>
*The eSignature feature is only available with Professional or Enterprise packages.
See eSignature in Action
Get a full overview of how eSignature works in AdvicePay. (video run time 11:18)