For managing partners and firm administrators
Every CPA and staff signature in your firm, matching by Friday.
Clients send your firm tax documents and financial records. Staff Signature gives every CPA and staff member the same signature with their credentials, your logo, and your confidentiality notice, so every email looks like it came from the same firm.
Thanks for sending your documents. We'll have a draft of your return to you by Friday.
Thanks,
 | Grace Lindqvist, CFP Senior Wealth Advisor Bellwether Ridge Wealth Advisors | |
Securities offered through a registered broker-dealer, member FINRA/SIPC. Advisory services offered through a registered investment adviser. | ||
Credentials and notices on every email
CPA, EA, CFP: each person adds their own. Your confidentiality notice is set once and appears on everyone.
A secure upload link in every signature
Point clients to your portal instead of email attachments, with click tracking by staff member.
Ready before tax season
Seasonal staff install in two minutes with the team keyword, and you see who has finished.
The math
Signature platforms charge about $1 per person per month on top of a base fee, every month, forever. A 100-person team pays roughly $1,400 a year. Staff Signature is one payment: 25 staff for $99, 100 for $299, or 250 for the founding price of $499 while 25 of 25 founding spots remain. No renewal.
The guarantee: if fewer than 80% of the people you invite have installed within 14 days, we refund the block in full.
How it works
- 1. Pick a block and a keyword, like BELLWETHER. You land in your Admin Console.
- 2. Set the brand: logo, colors, confidentiality notice, and a client portal button. Or upload a screenshot of the signature you already use and we match it.
- 3. Paste your team's emails. Each person gets an invite, adds their name, credentials, and title, and installs. Reminders go to anyone who hasn't.
On Google Workspace? We can install every signature centrally, on request.