Vireo
Sign In
Vireo Agents · Sign

Engagement letters, W-9s, and consent forms — signed inside your workflow.

Vireo Sign is the e-signature layer for firms running AgentAdvisor. Drafts land here from your AI back office. Clients sign from an email link — no account, no third-party portal. Countersigned copies file themselves back into the client workspace.

Sign in Learn about AgentAdvisor →
1

Firm drafts the document

Engagement letter, W-9, or upload — from AgentAdvisor or any PDF.

2

Client signs securely

Magic-link, no account. Legally binding e-signature with a full audit trail.

3

Firm gets the countersigned copy

Auto-filed to the client workspace in AgentAdvisor, timestamped and immutable.

Part of the Vireo Agents platform
AgentAdvisor
AI back office for tax and wealth-advisory firms.
Vireo Sign
Signatures for engagement letters, W-9s, and consent forms.
You are here
AgentExtract
Multimodal document intelligence for tax and bookkeeping.
In development
The Vireo Agents family & the tools they run on
AgentAdvisor
AI back office
AgentApply
AI job agent
AccountingCS
ledgers
Vireo Sign
e-signatures
Plaid
bank feeds
Anthropic
Claude
AgentExtract
doc intelligence
Karbon
practice mgmt
DocuSeal
signing engine
3 documents signed with Vireo