Get client sign-off with Zoho Sign
Send statutory accounts, the Corporation Tax computation and CT600, or an SA100 Self Assessment return to your client for e-signature, straight from Tax Optimiser. When they sign, the signed copy is saved and the approval date is filled in for you.
Sign up as an accountantFree to connect. Zoho Sign credits are bought from Zoho.
Accounts and returns signed in the client's browser. No printing, scanning or chasing.
Signed in three steps
Connect Zoho Sign
In Firm Settings → Firm → Integrations, click Connect Zoho Sign, sign in to Zoho and approve access. Your Zoho region is picked up automatically.
Send for signature
In the period's Client review panel, click Send for review and choose E-signature with Zoho Sign. Pick the director, choose the documents and send.
Your client signs
Zoho emails a signing link. Follow its progress in Tax Optimiser, and when it's signed the signed copy and completion certificate are saved against the review.
What you get
Zoho Sign sits inside Client Review, so a signature counts just like an approval in Tax Optimiser.
One document to sign
The accounts, computation and CT600 are combined into one PDF, with a final approval page carrying the directors' approval statement and the HMRC declaration.
Self Assessment too
Send an SA100 return from its Client review card. The sign-off page carries the SA100 declaration.
Dates filled in
When the director signs, the director signage date is set to the date they signed (or the CT600 declaration date for a Corporation Tax-only request). Dates you've entered are never changed.
Live status
See when a request is out for signature, opened, signed, declined or expired. Remind or withdraw it from the same panel. Declined requests show the client's reason.
Signed copy kept
The signed PDF and Zoho's completion certificate are saved against the review, ready for your files.
Your own Zoho account
Each firm connects its own Zoho Sign account. Tax Optimiser never sees your password, and the access is stored encrypted.
What our customers say
I recently used Tax Optimiser for the first time to submit my accounts to Companies House and HMRC, and I’m thoroughly impressed. The platform is remarkably easy to manage, walking you through the entire process without any complex jargon. On top of that, their prices are extremely competitive. It saved me a ton of time and stress—I will definitely be using them again next year.
I had next to no confidence that Tax Optimiser could handle accounts submission and Corporation Tax. But I gave it a whirl… Both Companies House and HMRC have initially accepted the submissions… I previously filed on professional software and I paid about £1500. This is dirt cheap.
Excellent software. Very affordable if you're doing your own small company accounts. Links with Xero… Tax Optimiser has been a complete life saver for me.
Frequently asked questions
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Sign-off without the chasing.
Sign up free, connect Zoho Sign and send your first document for signature.
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