Document workflows
for accounting firms.
From engagement letters to tax season, Skyline helps your team spend less time on admin and more time serving clients.
Clients can securely sign documents, upload files, and see exactly what's still required through their own portal. And instead of manually entering transactions from a PDF bank statement, Skyline Convert creates a QBO or OFX file you can import directly into your accounting software in seconds.
Tax season, organized.
Not scattered across an inbox.
Skyline Convert
Turn PDF bank statements into QBO or OFX in seconds
Stop manually retyping transactions from a client's bank statement PDF. Skyline Convert reads it directly and outputs exactly what QuickBooks Desktop or Online expects — built around the banks accountants actually deal with.
See Skyline Convert
Document Collection
Clients upload straight into the right folder
Tax Forms, Legal Contracts, ID verification — each client sees a clear checklist of what's required and uploads directly to the correct category. No more guessing which attachment goes where.
Status Tracking
See exactly what's outstanding, without opening your inbox
Every client's folder shows what's been submitted and what's still missing, at a glance — across every active client, not just the one you're currently thinking about.
Why Skyline for Accounting
Most signing tools stop at the signature. Skyline covers the whole engagement, from delivery to completed and verified.
Document delivery
One link, not an email chain. You'll know the second an engagement letter is opened, viewed, or signed.
Identity & security
Every client is identity-verified before a signature is binding. Documents are encrypted at every stage, from upload to signed and stored.
Client experience
Clients get their own portal, no login to create, just a link that shows exactly what's needed, what's signed, and what's still outstanding.
Document management
Every client's engagement sits in its own encrypted workspace. Documents, status, history, together. Nothing hiding in email.
Multi-party signing
Set the signing order once, for joint returns or business partners. Skyline chases the signatures so you don't have to.
Completion record
Every signed document is sealed and timestamped the moment it's done. If it's ever questioned later, you have the record.
Protection against "That's Not My Signature" claims
Not just convenient. Legally sound. Every electronic signature Skyline collects is enforceable.
Legally binding, wherever you operate
Signatures comply with major global e-signature frameworks, including ESIGN, UETA, and regional electronic transaction laws. Every envelope generates a timestamped Certificate of Completion.
Ironclad audit trails for every single deal
IP address, timestamp, and device captured at every signing event. Tamper-evident and court-admissible.
Enterprise level protection. Zero compromises.
Built on modern cloud infrastructure with row-level security and encrypted storage. Your documents and client data never leave the platform.
Simple, transparent pricing
14-day free trial. No credit card required. Annual plans save 35%.
Starter
14-day trial
Get your first engagement letter signed today.
- Send up to 5 documents
- Basic e-signature
- 14-day trial of paid features
Essential
billed $84/yr
For solo practitioners and small firms managing engagement letters and document collection regularly.
- Send up to 50 documents/month
- AI contract analysis — 3/month
- AI field detection — 3 documents/month
- Multi-offer comparison — 4/month
- Secure document storage
- Priority email support
- Identity verification — available as an add-on
Professional
billed $168/yr
For growing firms who want faster document turnaround during tax season.
- Everything in Essential
- AI contract analysis — unlimited
- AI field detection — unlimited
- Multi-offer comparison — up to 5 docs
- Bulk send
Business
billed $300/yr
For multi-preparer firms and practices managing a high volume of clients.
- Everything in Professional
- Unlimited storage
- Dedicated support
Common questions
Get started
Your first contract,
signed today.
Skyline takes five minutes to set up — no training, no IT, no credit card. Send a contract this afternoon and watch it come back signed.
14-day trial · Cancel anytime
5-minute setup
Upload a document, add fields, hit send.
Court-admissible
Full audit trail and Certificate of Completion on every envelope.
Your first contract signed today
Clients sign from any device — no account required.