Electronic Signatures

Sign and send documents securely without ever leaving ATOM

ATOM’s electronic signature feature removes the need for printing and scanning by keeping every signature, form, and approval in one central system. Simplify your firm’s document process while maintaining speed, security, and compliance.

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With E-Signatures, you can:

Fast and Secure Signing

Get approvals in minutes

Send documents to clients for review and signature directly from ATOM. Every file is encrypted and timestamped to ensure authenticity and compliance, giving both your team and clients peace of mind.

Automatic Document Storage

Keep everything organized

Once a document is signed, ATOM automatically saves it to the client’s record. No manual uploads or file chasing — every signed document is exactly where it should be.

Track Signature Status

Know what’s pending and what’s done

Monitor document progress in real time. Instantly see which clients have signed, who still needs to, and when each signature was completed.

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Built for Busy Firms

Simplify Every Step of the Signing Process

From engagement letters to tax authorizations, ATOM keeps every signature request organized and effortless. You can send documents, track progress, and collect completed forms without switching tools or chasing down clients.

Connected Workflows

Built for Security and Ease

ATOM uses industry-leading encryption standards and secure access controls to protect client information. Combined with user-friendly design, your clients get peace of mind — and your firm gets compliance and convenience in one package.