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Digital Signing for Accounting Firms

As an accounting firm, they handle a high volume of documents that must be signed correctly and stored in an organised and compliant manner.
The Challenge
In the accounting industry, there is an ongoing need to have documents signed, including:
- Engagement letters
- Board minutes and corporate records
- Annual financial statements and related confirmations
- Powers of attorney and other client authorisations
When handled manually or through ad hoc methods, the process quickly becomes time-consuming. It often involves unnecessary back-and-forth, and maintaining visibility across multiple advisors and clients can be challenging.
MTA wanted
Simple, reliable digital signing solution that was easy to use in daily operations and provided full control over the document workflow.
The Solution
MTA Group primarily uses DealBuilder for PDF-based e-signing of documents that are already finalised, such as engagement letters, board minutes and annual financial statements.
The workflow is straightforward:
- The document is uploaded as a PDF
- Sent for signing via email or SMS
- Signing status is tracked inside DealBuilder
- The signed document is securely stored and easy to retrieve when needed
This creates a standardised process that the entire team can follow without unnecessary internal coordination.
The Results
- Faster signing and reduced back-and-forth with clients
- A more structured and professional document workflow
- Clear visibility of what has been sent, signed and is still pending
- Less manual administration and fewer internal dependencies
- Secure, traceable documentation – especially valuable during audits or regulatory reviews
"DealBuilder makes signing simple in our day-to-day work. We use it for engagement letters, board minutes, annual accounts and other documents that must be signed correctly. It saves time, improves control and makes the process easier for both us and our clients."
– Sebastian Welk, MTA Group AS
About their use of DealBuilder
MTA Group uses DealBuilder as a practical and efficient digital signing tool within their accounting workflows. The solution is particularly well suited for accounting firms that manage many clients, high document volumes and require structured, traceable e-signing – without the need to build complex template setups.

