Your paperwork, clearly marked
Client Documents
Review documents, see what needs a signature, and keep signed copies together.
Verifying your protected portal session…
—Awaiting signature
—Signed copies
| Document | Status | Signature | Last reminder |
|---|---|---|---|
| Documents appear after sign-in and verification. | |||
A signed copy includes the exact version, service exclusions, signer's name, and signature date. Downloaded HTML copies can be saved or printed as PDF.
Draft a document for a client
Use approved document wording. The starting-price eligibility, non-CPA, and excluded-services notices are included automatically. Review the client’s annual sales, account limits, scope, and exact fees in each draft before making it ready for signature.
VibrantaAI is not a CPA firm. Tax preparation, tax filing, tax or legal advice, and audit or attestation services are excluded.