"They can create engagement letters that will have signatures," says Office Tools CEO Mike Giardina. "These can be sent from our practice management software, signed by the client and then saved in document management." Form 8879 and others like it can be managed in the same way.

The cPaperless product line includes CPA SafeSign, an e-signature application designed for the accounting profession; CPA SafeMail, a bidirectional document exchange system that works within Outlook; and Tic, Tie & Calculate, a plug-in that lets accountants prepare accounting workpapers in Adobe Acrobat.