Financial services

Secure Compliance and Efficiency for Financial Services.

Streamline your workflows, ensure compliance, and enhance client trust with Annature’s secure eSigning and ID Verification solutions—tailored specifically for the financial industry.

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5/5
on Xero App store
Over 175 reviews and counting
Financial worker
Trusted by
industry leaders
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“Switching to Annature cut our signing costs by 90%, lifted productivity by 25%, and made things far easier for clients—especially older ones. It’s faster, simpler, more reliable, and just works. One of the smartest moves we’ve made at Tandem Financial.”

Mankit Tsang
Founder & Certified Financial Planner, Tandem Financial

“Annature transformed our digital signing process—affordable, scalable, and simple to use. It saved us hours weekly with automated workflows and outstanding support. Perfect for startups like ours needing a reliable, cost-effective solution that grows with the business. Highly recommended!”

Robbie Brender
Co-Founder, COO, CTO, Possibl

“Annature is fast, simple, and has made life much easier for my business. With Annature, I can send documents and have them signed within minutes—it’s efficient and hassle-free.”

Jason Burley
Senior Financial Planner, Burley Aged Care Advice
Diagram of various institutions

Accepted by leading institutions

Annature is accepted by most super funds, investment platforms, and insurance companies. Our platform meets the rigorous compliance and security standards required by these industries, making it the trusted choice for businesses across Australia and beyond.

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Fair pricing, robust security, effortless signing

Simplify regulatory compliance

Effortlessly meet KYC and AML requirements with integrated ID Verification. Annature helps you stay compliant, reducing the risk of penalties and enhancing client trust.

Enhance security and client confidence

Protect sensitive financial information with robust security measures, including two-factor authentication. Provide your clients with peace of mind knowing their data is secure.

Improve operational efficiency

Automate document workflows with conditional signing and comprehensive audit logs. Reduce administrative burdens and focus more on delivering exceptional financial services.

Don’t just take our word, see what our customers say

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“Great & affordable. Our clients find it a lot easier to use compared to Adobe / Xero sign.”

Dante Garcia
Founder, Abbaco Accounting + Advisory

“Annature is an excellent product—ID checks are simple and it is incredibly easy for all clients to use.”

Alex Woods
Director, Thinking Cloud Payroll & Bookkeeping

“After using a variety of electronic signing apps, I began using Annature... a breeze of fresh air.”

Kristie Stebbeings
Owner, KIS Accounting & Advisory

“Cost effective and easy to use. The integrations with XPM and FYI Docs are a big timesaver!”

Shannon Patterson
Director, Prescott Business Solutions

“It’s easy to send documents for signing and perform POI checks. I rely on it completely.”

Sonia Adamczyk
Bookkeeper, Ezy Book Worx Bookkeeping

“Annature is simple, intuitive, and easy to use. Pay as you go – no forgotten bundles!”

Cassandra Scott
Director, Booloumba Enterprises

“Time-saving and simple to use, love the email templates, and pay-as-you-go pricing.”

Natalie Smith
Accountant, inBalance Bookkeeping

“Annature is an integral part of our practice. It’s refreshing the pay as you use approach.”

Richard Cumins
Chartered Accountant, Navigate Advisory

“Input client details, Annature handles the rest. Hassle-free, time-saving, effective.”

Kim Cowgill
Director, Cowgill & Associates

“Zero training required and easier to use than other eSigning apps. Our clients love it!”

Ruby Tong
Director, Integrity Tax Solutions

“Made the switch and haven't looked back. Easy and great value for money. Love it!”

Natalie Chettle
Chartered Accountant, The Good Books Accounting

“Have been using Annature for a while now. Functionality and ease of use are key positives.”

Christopher Dodson
Accountant, D & A Professional Services

“The greatest feature we love about Annature is the ability to send for digital signatures.”

Cherie Douglas
Director, Blueprint Taxation Services

“Switching to Annature 2 years ago was the best decision! Easier to use, great value & efficient.”

Trianne Price
Administrator, Alands Accountants

“Easy-to-use, perfect integration with Xero & FYI docs, great ID verification, reasonable price.”

Kristina Brown
Owner, Number Ninja Accounting

“Very happy with the product. Reasonable pricing when compared with competitors. Super helpful.”

Kim Schrader
Principal, Matrix Bookkeeping

“Annature is great and terrific value, offering unparalleled service and excellent features.”

Peter Perivolaris
Director, Summit Consultants

“Great feedback from clients regarding ease of software. Love the integration. Very happy overall.”

Paula Rizqallah
Director, P & L Accountants

“Highly recommend this app. Super easy to use, quick setup. Clients have no trouble. Great product.”

Hannah Hunt

“Annature is a great software. It’s user-friendly, intuitive, efficient, and simple to use.”

Belinda Persico
Accountant, D&A Professional Services

“ID check functionality is great for new clients. E-signing for authorities to lodge is easy for all.”

Leonie Kirkwood
Bookkeeper, Balancely

“Annature is secure, integrated, and highly recommended for any business needing online document solutions.”

Anthony Lagana
Supervisor, Ellice-Flint & Co Chartered Accountants

“Great digital signing platform, very easy to use. Love that you can also complete POI checks as well.”

Melissa Kleinboeck
BAS Agent & Bookkeeper, MRK Business Support

“Finally, a pay-as-you-go eSign vendor. Easy to use and seamlessly integrates with Xero.”

Brett Edmonds
Senior Partner, Oracle Accounting & Wealth

“Great pricing for small businesses, more features than DocuSign, simple transition with 2-step authentication.”

Dean Neto
Director, D.N.Advisory & Accountancy

“Easy to use, with helpful guides and ID verification as a valuable bonus.”

Emily Prum
Accountant, D&A Professional Services

“Annature is user-friendly, and clients find e-signing and ID verifications easy to navigate.”

Sarah Lewis
Physiotherapist, Lewis Physio

“Stable, reliable, cost-effective, pay-as-you-go pricing outperforms competitors. Highly recommended for all.”

Lauren Wildash
BAS Agent, Numbers Helpdesk

“Extremely easy to integrate, simple to use, and absolutely no complaints whatsoever.”

Sam Boyes
Senior Accountant, Garden City Accountants

“Easy to use, integrates well with FYI Docs, and makes life a lot easier for our firm's workflow.”

Phillip Baitch
Managing Director, Bellamin Advisory

“Annature is incredibly easy to use, with great customisation and no complaints about performance.”

Ryan McCallum
Director, McCallum Finance

“Annature is very easy to navigate and gives a peace of mind while ordering the identity verification.”

Ritika Gupta
Founder & Managing Director, RV Advisory

“Easy to build out integrations within dynamics/power apps, love the pricing model.”

Nathan Murphy
Senior Cloud Architect, Argenti Cloud

“Easy integration, user-friendly for staff & clients. Faster document returns, reduced admin time with Annature!”

Chelsea Barac
Practice Manager, Vivid Chartered Accountants

“Simpler than Adobe, Annature offers easy AML/ID checks, pay-per-use, and no monthly subscriptions.”

Mack Sloan
Operations Manager, Ryder Capital

“I love the simple yet functional interface, and the process is just right. Thank you!”

Valerie Rowe-Mitchell
Director, Emerald Business Advisers Limited

“Annature replaced a leading product, excelling in functionality, integrations (XPM, FYI Docs, Xplan), and price.”

Barry Tang
Managing Principal, Count

“Annature is user-friendly, with tailor-made envelopes for recipients, and we'll roll it out soon.”

Aaron Karena
Associate, AllanMcNeill Chartered Accountants

“Very user friendly for both clients and the practice team. Client IDs received promptly on first message.”

Melita Proebstl
Director, My Bookkeeping Solutions

“Annature is essential for BAS agents. Securely collect client ID, compliant with TPB, and easy online.”

Trevor Lindsay
Bookkeeper, First Class Accounts

“Love Annature! Easy to use, flexible document access, seamless FYI integration. Highly recommend!!”

Shelley Roche
Director, Clear Mind Accounting & Advisory

“Annature's flexibility for email/mobile and per-unit pricing are ideal for varied client needs and usage patterns.”

Flynn O'Meara
Chartered Accountant, Ean Brown Partners Ltd

“Annature is our go-to for years. Other e-signing doesn't compare. Easy, functional, client verification. Highly recommended.”

Brett Armfield
Director, AWM Accountants

“Using Annature for over a year, we're impressed with e-signing, ID solutions, and product updates.”

Mark Lawry
Owner & Director, Suntax

“Pay-as-you-go e-signing and ID verification has been a game-changer. Clients find it seamless.”

Dina Gofman
Managing Director, Your Folio

“Switched from Docusign. No regrets. Superior integration, functionality, responsive support. Huge savings!”

Debra Blackah
Principal, Oxley Partners

“Annature saves our firm time, is efficient, easy for clients, and great for tracking unsigned documents.”

Donna Bailey
Accountant, Kenmir Accounting

“Annature integrates beautifully, onboarding was smooth, and support is always amazing. Love this app!”

Leah Creswell
Practice Manager, Dynamize

“Great platform, easy to send documents, seamless Xero integration. Best experience, will continue to use!”

Jessica Hyland
Buyers Agent, Connect Through Property

“Annature for client ID: simple, quick, easy for new clients. Very happy with the app.”

Karen Goad
Primcipal, Goad Accountants

“Annature is quick, easy document completion for all parties. Highly recommended.”

Karia McQuillen
Director, Hummingbird Tax, Accounting & Advisory

“Annature works really well and has sped up my signing process for BAS's heaps.”

Tom Simic
Principal Accountant, Simic Financial

“Extremely user and client friendly method of identifying clients—simple and efficient.”

Lyndon Zobel
Principal, Oreon Partners

“Annature improved our firm's document management with seamless e-signing and ID verification, boosting productivity.”

Cameron Johnson
Founder, Brighter Edge

“Annature is easy to use and reliable—I've had a great experience and highly recommend it!”

Baqir Hussain
Director & Founder, Finex Chartered Certified Accountants

“Annature is super easy to set up and use—straightforward, fast, and perfect for my workflow!”

Amy Zhang
Principal, SMSF Hero

“When Xero Tax signing fails clients, I always use Annature—reliable, simple, and gets it done!”

Tania Magon
Director, Maven Accounting

“Seamless e-signatures, pay-per-doc, Aussie-based, Qantas points—switched from US brand, love it!”

Jenny Gordon
Owner, Beautifully Diverse Consulting

“I used Annature to ID a new client—simple, streamlined, and perfect for the non-tech-savvy.”

Toni Johnson
Principal, Ruby Advisory

“Annature + FYI = perfect! Easy to use, great templates, fair pricing—highly recommended!”

Ben Holt
Commercial Director, Incra Group

Explore our suite of tools that just click.

Easily add recipients, customise documents, and track signing progress. From sending to signed and delivered, we've got you covered every step of the way.

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Sydney, Australia. All data is stored securely with Amazon Web Services (AWS) on Australian shores in the ap-southeast-2 region. The physical data centers are located in Sydney, Australia.

Here's an example FAQ

Sydney, Australia. All data is stored securely with Amazon Web Services (AWS) on Australian shores in the ap-southeast-2 region. The physical data centers are located in Sydney, Australia.