Native accountant handoff
The native pilot prepares monthly PDF and CSV packages for download or manual email. Scheduled monthly sending is not active in pilot mode.
Keep the job in SignThatUp. Hand the documents to your accountant, or connect your own workflow through the API.
The native pilot prepares monthly PDF and CSV packages for download or manual email. Scheduled monthly sending is not active in pilot mode.
The adapter is being validated and is not an active customer connection. Minimax is not implemented. Neither subscription is required for the standalone workflow.
Follow the integration roadmapCreate scoped drafts, attach evidence, request review and read lifecycle status from your own system.
Give approved agents a narrow preparation toolset without exposing workspace secrets or signature authority.
Receive retryable HMAC-signed lifecycle events and reconcile delivery from the authenticated workspace.
Production API and webhook access belongs to Pro and uses the same customer-sealed record allowance as manual work.