Cover Sheet
One-page summary listing parties, effective date, package contents, and primary contact information for quick reference during review and audit.
A consistent Client Sign-up Package reduces errors, speeds onboarding, and creates an auditable record of consent and terms. It clarifies responsibilities up front and supports regulatory compliance for record retention and signature evidence.
A variety of departments and external clients interact with the package depending on the organization and industry.
Tailor the package owner and signer roles to match internal approval paths and external authority to sign.
One-page summary listing parties, effective date, package contents, and primary contact information for quick reference during review and audit.
Fields for legal entity name, DBAs, tax identification, billing address, and authorized contact information used for invoicing and legal notices.
Concise description of services, deliverables, payment terms, termination rights, and governing law to reduce ambiguity in future disputes.
Any industry-specific authorizations such as HIPAA acknowledgements, FERPA notices, tax forms (W-9), or KYC attestation required before onboarding.
Clearly labeled signature, printed name, title, and date fields for each authorized party, plus optional witness or notary blocks when required.
Supporting documents such as service level schedules, price lists, proof of insurance, or ID copies appended and referenced in the package.
| Field | Recommended setting |
|---|---|
| Signer authentication | Email link plus optional SMS code for higher assurance |
| Signer order | Set role-based sequential signing where approvals depend on prior signatures |
| Reminders | Automated reminders at 3 and 7 days to reduce delays |
| Retention | Retain executed PDF and audit trail for minimum required period |
Confirm the chosen platform meets security and compliance requirements before sending sensitive client data.
W-9 must be supplied to the payer when requested to avoid backup withholding
Deliver employee W-2 by Jan 31 each year
File and furnish 1099-NEC by Jan 31
Electronic filing to IRS is due by Mar 31
1040 due April 15 (extension available to Oct 15)
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |