CertumSign›Accounting Firms
CertumSign for Accounting Firms

No more chasing clients for signatures — CertumSign for accounting firms

You know the scenario. You send a client a contract as a PDF. The client is supposed to print it, sign it, scan it, and send it back. After a week, you call to follow up. After two weeks—you call again. Meanwhile, the UPL-1 form is still sitting there unsigned, and the deadline is approaching, just like every year. This process can be streamlined into a single step.

Contracts, UPL-1 forms, and reports—sending, signing, and archiving all in one place
signer.certum.pl
Sent to the customer — for signature
Accounting Services Agreement
Power of Attorney UPL-1
Financial Statements .xml XAdES
Bulk upload — 3 files Step 1
The customer will sign without an electronic signature
Authorized Partner Certum Compliance eIDAS Certum · Asseco Data Systems
Problem

How much time does your office spend collecting signatures?

Do the math yourself:

  • An accounting services agreement: „I’ll sign it and send it back”—this process takes weeks on the client’s end,
  • UPL-1 power of attorney: without it, you can't submit the declaration, and the client „didn't have time to come by,”,
  • Financial statements: ready on time, but the client's management team is spread across three different cities.
380 h/year

The biggest cost isn’t the signature—it’s the process. The paper-based workflow for a single contract involves six steps: printing, signing, scanning, emailing or sending by courier, the other party’s signature, returning the document, and archiving. According to Certum’s product materials, manual document processing costs a company 380 hours per year—that’s about 48 employee workdays.

In an office that serves dozens of clients, this cost multiplies.
How It Works

How does it work in CertumSign?

CertumSign It's the Certum (Asseco Data Systems) platform, which runs in a web browser—no IT setup required; you can set up an account in about 5 minutes.

01

You are sending a document

You send a document to a client—no printing, scanning, or searching for versions in attachments.

02

The customer signs

The customer signs it on a computer or phone. The contract can be returned signed within 24 hours.

03

It goes into the archive

The signed file is immediately saved to your archive on the platform.

The most common blockage

The customer doesn't have an e-signature? They can still sign

This is the most common obstacle in accounting firms: You have a qualified digital signature, but the client does not. CertumSign solves this in two ways:

One-time qualified digital signature

It has the same legal validity as a handwritten signature. Customers can verify their identity remotely, 24/7: via mObywatel and a QR code, e-dowód, bank verification (over 2,000 banks), video verification, login.gov.pl, or eDO App. It works for people in Poland and the EU. A single signing operation—exactly what’s needed for an UPL-1 or a report.

SMS or email signature

A document form with a timestamp and the Certum stamp. Suitable for approvals, regulations, and day-to-day documentation.

You sign using your qualified digital signature—from any Polish provider, such as. SimplySign or with the Certum card.

Office Documents

Common Office Documents — and How CertumSign Handles Them

Accounting Services Agreement, Addenda, Price Lists
Who signs it?
You and the customer
Method
You: qualified digital signature (e.g.,. SimplySign); customer: SMS signature or one-time qualified digital signature
Power of Attorney UPL-1
Who signs it?
Customer
Method
The customer's qualified signature, or, if none is available, a one-time qualified signature with the same legal effect as a handwritten signature
Financial Statements (XML file)
Who signs it?
Client Management and the Bookkeeper
Method
Sign XAdES directly on the XML file—without converting it to PDF; a board member without an e-signature will use a one-time qualified signature
GDPR Consents, Authorizations, and Policies
Who signs it?
The client and its employees
Method
SMS or email signature (documentary form, timestamp + Certum stamp)
Document Transfer Records
Who signs it?
Both sides
Method
SMS Signature; Send and sign multiple files at once

Bulk uploading and signing of multiple files work even with a free account (up to 16 MB). Year-end closings, sets of contracts, and batch amendments—all in a single operation instead of dozens.

Reports

Reports: XML Signature and Proof of Validity

Reports: Signature in XML

The financial report is an XML file. Most tools require conversion or some combination of steps—CertumSign signs XML files directly with a XAdES signature, without converting them to PDF; it handles DOC, TXT, and PPT files in the same way (and signs PDFs as usual).

Proof of the Validity of a Signature

The other side of the same process: validation. Before the set of signatures moves on, you verify each one using qualified validation (the WebNotarius engine) and generate a PDF validation report. This report serves as proof of the signature’s validity, which you can present in the event of a dispute—case law shows that a message from Adobe Reader is not sufficient; what counts is validation by a qualified provider. For your firm, this is a safety net: you have proof of the validity of your clients’ signatures in black and white.

KSeF

KSeF has already driven the digital transformation—finish it

Your office has already undergone its biggest change: your invoices are in the system—but are contracts, powers of attorney, and reports still circulating in paper form? CertumSign is the natural next step in this same process of streamlining: the entire flow of client documents in one place—sending, signing, and archiving—all on a single platform.

February 1, 2026
Everyone receives invoices in KSeF; companies with revenue of more than 200 mln zł issue
April 1, 2026
Other taxpayers report this on Form KSeF
January 1, 2027
The youngest ones are joining in

Accounting firms buy from us qualified seals under KSeF — CertumSign closes the same transaction on contracts, powers of attorney, and reports.

Office Layout

Business Organization

For accounting firms, we recommend this plan Business Organization (Business plan: 8,148 PLN/year net, according to the Certum price list, as of July 2026).

When your limits run out, you can purchase additional transaction packages (SMS signatures, one-time qualified signatures, validations) in the Certum store. Before you decide, test the platform with real documents—as a Certum partner, we’re launching a free 14-day trial plan for organizations.

Organization
Business
8,148 PLN/year
net
  • Up to 20 users and 50 GB of shared document storage
  • 50 one-time qualified digital signatures per year — for customers without an e-signature
  • 300 shipments per month and unlimited internal shipments
  • 20 qualified validation reports per month
  • User roles, signing queue, and mailing templates—each accountant sends documents from their own account, following a single template

Do you need an API? Integration with your system — We can do that for you.

Try it free for 14 days
FAQ

Frequently Asked Questions for Accounting Firms

Does my client need to have their own digital signature?
No. A customer without an e-signature will sign the document using a one-time qualified signature (with the same legal force as a handwritten signature) or an SMS/email signature (in document form). A one-time qualified signature requires only remote identity verification—including via mObywatel, e-dowód, or bank verification—available 24/7.
How does a customer verify their identity using a one-time qualified digital signature?
Remotely, at any time: mObywatel with a QR code, e-dowód, bank verification at over 2,000 banks, video verification, login.gov.pl, or eDO App. The signature is issued based on the applicant’s information and is valid for a single signing transaction. It can be used by residents of Poland and the EU.
Will I sign the financial statements in XML format in CertumSign?
Yes. CertumSign signs XML files (as well as DOC, TXT, and PPT files) with the XAdES signature without converting them to PDF. Once you have collected the management board’s signatures, you can verify them using qualified validation and generate a PDF report as proof of the signatures’ validity.
Does the platform require implementation or integration with my accounting software?
No. CertumSign runs independently in a browser—you can set up an account in about 5 minutes, without involving the IT department. If your office has integration requirements, talk to one of our advisors—we’ll help you honestly assess whether the platform is a good fit.
How much does a plan for an accounting firm cost?
The Business Organization Plan is priced in the Certum store (up to 20 users, 50 one-time qualified digital signatures per year, 300 sendings, and 20 validation reports per month; Certum price list, as of July 2026, net). Start with a free 14-day trial for your organization—we’re launching it as a Certum partner—or with a free individual account.
Get started today

Stop chasing customers for their signatures

This process can be streamlined into a single step. Before you make a decision, test the platform using real documents—as a Certum partner, we’re offering organizations a free 14-day trial plan.

Would you rather talk?
+48 22 417 05 55
Warsaw · Krakow · Wroclaw · Radom

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