This article will guide you in signing your contracts and engagement letters in the SDO Portal.

Signing Contracts

Signing Contracts on Mobile

1. You’ll receive an email when there is a contract for you to sign that looks like this:

This email is notifying you to have a contract to sign.

2. After you click on it and log in, you’ll see this screen. Click the Engagement Letter contract.

This home screen shows you outstanding To-Do tasks for your accounting and tax.

3. After you click, you’ll get to your contract. Please read it and scroll to the bottom until you see the signature field. You will only see two signature fields if you have another person to sign the contract. Click the “Please sign here” to start signing.

Click the box to sign the contract.

4. After you click the “Please sign here,” it will open a box where you type your full legal name and click the Sign button.

Enter your full legal name and click Sign.

5. After you click Sign from the previous step, you’ll want to click the check box for “I agree to the terms above” and click Sign. You’re done!

Click the tick box for the terms and click Sign.

You’re done with your contract. If you have another signer, it won’t be done until they sign their portion.

Signing Contracts on Your Computer

1. You’ll receive an email when there is a contract for you to sign that looks like this:

This is what the email looks like in Gmail.

2. After you click on it and log in, you’ll see this screen. Click the Engagement Letter contract.

Your contract will be in your To-Do section or under Contracts on the left side.

3. After you click, you’ll get to your contract. Please read it and scroll to the bottom until you see the signature field. You will only see two signature fields if you have another person to sign the contract. Click the “Please sign here” to start signing.

4. After you click the “Please sign here,” it will open a box where you type your full legal name and click the Sign button.

Enter your full legal name as your signature.

5. After you click Sign from the previous step, you’ll want to click the check box for “I agree to the terms above” and click Sign. You’re done!

Click that you agree to the terms and click Sign.

You’re done with your contract. If you have another signer, it won’t be done until they sign their portion.

If you have any issues, feel free to submit a support ticket here or email contact@sdocpa.com.


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