Scope of Services
Define specific accounting tasks, deliverables, frequency of reports, permitted system access, and any excluded services so parties share clear expectations.
A well-drafted Financial Web Accounting Agreement reduces disputes, clarifies responsibilities for financial data, and limits regulatory risk by documenting who may access or sign financial records. It also supports auditability, demonstrates consent for electronic delivery and signatures, and helps both parties meet retention and reporting obligations.
Assign signatory authority in writing; document delegation (title, signatory limits) to avoid invalid signatures or internal disputes.
Define specific accounting tasks, deliverables, frequency of reports, permitted system access, and any excluded services so parties share clear expectations.
Specify rates, billing cadence, invoicing method, late payment interest, and whether payments may be collected via integrated payment links or ACH.
State technical controls, encryption expectations, account credential handling, allowed integrations, and incident reporting responsibilities.
Authorize preparer actions (e.g., file 1099s), require W-9 collection from payees, and allocate responsibility for IRS or payroll filings.
Limit use and disclosure of client financial information, include permitted disclosures, and specify duration of confidentiality obligations.
Set termination triggers, notice periods, data return or destruction obligations, and caps on liability or indemnity provisions.
| Field | Configuration |
|---|---|
| Signature | Required; date-stamped with audit trail |
| Initials | Optional; restrict to specific pages |
| Payment | Enable request payments for invoicing links |
| Authentication | Email + optional SMS or KBA for higher assurance |
Integrations with CRM, ERP, and document storage reduce manual steps; confirm audit trail capture and data residency settings.
W-9 furnished to payer upon request; no set IRS due date
Recipient copy due January 31 each year
Electronic filing typically due March 31
Individual return due April 15; extension extends filing deadline
Maintain for 3 years after hire or 1 year after termination
Confirm scope, fees, and data access before routing for signature.
Obtain signatures from authorized signers and capture audit trail.
Provider configures access, integrates systems, and begins reporting.
Periodic reviews, renewals, and record retention checks.
| 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 | Varies | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |