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Certyneo

Electronic signature Accountancy United Kingdom

Sign engagement letters, accounts and authorisations electronically.

Certyneo supports UK accountancy and bookkeeping firms in signing engagement letters, accounts, HMRC authorisations and fee agreements electronically. Compliant with UK eIDAS and the Electronic Communications Act 2000, hosted in the EU.

Jurisdiction
United Kingdom (GB)
eIDAS framework
UK eIDAS (retained) + Electronic Communications Act 2000
Hosting
IONOS Germany (EU)

Accountancy use case in United Kingdom

Engagement letters and fees

Engagement letters and fee agreements are form-free and signed via a link in minutes. The advanced signature (AES) records the client, scope and time, avoiding later disputes.

HMRC authorisations (64-8)

Authorisations to act for clients before HMRC are signed digitally and sent in bulk. The audit trail evidences the authority; the signed PDF can be filed in the client record.

Approval of annual accounts

Annual accounts and approval minutes are signed off by the client with a defined order and a lock until fully signed — avoiding delays at filing and Companies House deadlines.

Accountancy documents you can sign online

The documents this sector signs most often with Certyneo:

  • Engagement letters
  • HMRC authorisations (64-8)
  • Annual accounts
  • Fee agreements
  • Confirmation of engagement
  • Data processing agreements

Which signature level do you need?

The eIDAS Regulation defines three levels of electronic signature. Certyneo covers all three and adapts authentication to the level required.

Simple (SES)

For low-stakes documents (quotes, purchase orders). Available instantly.

Advanced (AES)

Linked to the signer with OTP by email/SMS and an audit trail. Recommended standard for most contracts.

Recommended level for this sector

Qualified (QES)

Legally equivalent to a handwritten signature, with a qualified certificate. For the most sensitive documents.

Engagements are form-free — the advanced signature (AES) provides the necessary evidence. For records subject to retention, the QES offers the highest evidential weight.

British legal framework

Form-free engagements and record retention

Engagement contracts are form-free and can be concluded electronically. Accounting and tax records are subject to retention periods (typically six years under the Companies Act 2006 and HMRC rules); Certyneo archives signed documents with integrity and a timestamp.

Evidential weight (UK eIDAS)

Electronic signatures are admissible as evidence; the qualified signature (QES) carries the highest assurance. The audit trail of Certyneo (timestamp, IP, OTP) strengthens evidential weight in a dispute.

How to sign a document in 4 steps

  1. 1

    Upload your document

    Upload a PDF or start from a template, then place the signature, initial and date fields.

  2. 2

    Add the signers

    Enter the recipients and the signing order; each one receives a secure link by email.

  3. 3

    Everyone signs online

    Signers authenticate (OTP by email or SMS) and sign from a computer or mobile, without creating an account.

  4. 4

    Evidential archiving

    The signed document and its eIDAS evidence report are timestamped and archived. Each party receives a copy.

Official legal sources

The applicable legal references, available on the official portals:

Frequently asked questions — Accountancy United Kingdom

Are electronically signed engagement letters valid?

Yes. Engagement letters are form-free and can be signed electronically. The advanced signature (AES) of Certyneo evidences identity, integrity and time and is admissible as evidence.

Can I obtain HMRC authorisations digitally?

Yes. Authorisations to act before HMRC can be signed electronically and archived with integrity. The signed PDF can be filed in the client record; the audit trail evidences the authority.

How long are documents retained?

Certyneo archives signed documents with integrity and supports statutory retention periods (typically six years under the Companies Act 2006 and HMRC rules). Each document carries a qualified timestamp and an eIDAS evidence report.

Go further

Get started in United Kingdom today

Permanent free plan (5 envelopes / month), no credit card required. eIDAS compliant, EU hosting, audit trail included.