A single import of your client's accounts provides an instant set of Financial Statement. Use our prebuilt templates for all entity types including partnerships, trusts, companies and superannuation funds. 

Customise reports to suit your unique requirements. Dynamically add signatories for digital signing. Include graphics like your logo.

The Digital signing with LodgeiT is fully integrated. 

The video includes the following:

  • The process of e-signature request
  • E-sign via client's end
  • "Signed" "Financial Reports/Statement"  storage


LodgeiT sends 2 types of notifications in case when there are more than 1 signer per document:

1. When each signer signs a document. It just notifies that a particular signer signed a document.

2. When document was signed by all parties, the document is fully signed and it will be attached to an email. 

The user must have received another notification with the document attached.

Download "Signed" "Financial Reports/Statement"

The Agent may download the signed "Financial Reports/Statement" here

"How to Sign a Compilation Report"

Related article:

Adjusting Your Branding Settings and Adding Your Logo (Emails and Financial Statement)

Create Default Signatory for ALL Financial Reports

Managing "Financial Statement" Compilation Report