“Engagement letter and power-of-attorney used to be a printer errand. Now clients sign from their phone before their first call.”
What wasn't working
Tax work is driven by deadlines and paperwork — engagement letters, powers of attorney, authorisations to file on behalf of the client, and the endless seasonal run-up to filing day.
Paper routed through the post meant every new mandate carried a week of lag before the advisor could act. Repeat clients signed year after year, which multiplied the cost.
How they use letssign.now
Zepf moved the mandate pack to letssign.now templates: engagement letter, power-of-attorney and data-consent all land on a branded signing page keyed to the client.
Recurring annual signings reuse the template library, so returning clients sign a single link in under a minute.
- Template library for mandate + power-of-attorney
- Zepf-branded signing page with firm contact
- Audit-trail export for tax-authority queries
- Automatic reminders in the run-up to filing deadlines
What changed
New-client mandate acceptance now averages seven minutes from email open. The postal loop is gone for every client willing to sign electronically.
The firm takes on more clients per filing season — the capacity lift is mostly the partner time reclaimed from chasing paperwork.
Engagement letter and power-of-attorney used to be a printer errand. Now clients sign from their phone before their first call.
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