Penneo integration
Sign engagement letters and mandates straight from M-Files, audit-ready.
Penneo is built for accountancy and compliance. Let clients sign engagement letters, mandates and annual accounts digitally, while M-Files keeps every signed file and proof in the right client folder.
Made for the regulated, client-file way of working
Where generic tools treat a signature as a one-off email, Penneo treats it as part of a compliant client file. Identity verification, AML touchpoints and full evidence are built in, which is exactly what accountancy and audit firms need to defend a file years later.
Strong identity proof. Signing with itsme and eID gives you qualified, eIDAS-level signatures that hold up in audit and court.
Built for client files. Engagement letters, mandates and KYC documents map cleanly onto the M-Files client structure.
Compliance is the default. Evidence, timestamps and signer identity are captured automatically, no manual chasing of proof.
- HOW IT WORKS
M-Files stays the source of truth, Penneo handles the signature
You do not switch tools or re-upload files. The signing request starts and ends inside M-Files. SoftAdvice configures the integration once, your team simply uses it.
Start from M-Files
Pick the document, choose signers and their role (client, internal, external) and launch the signing flow with one click.
Status, reminders and order
Track who signed, who is still pending and which steps are queued. Signing order and automatic reminders are configurable per flow.
Audit-proof file
The signed version and the signing evidence return automatically to the right file in M-Files, with the right metadata. Ready for audit or client review.
BEST FIT
Where Penneo plus M-Files pays off fastest
ACCOUNTANCY
Get engagement letters and mandates signed per client file, with proof attached automatically.
AUDIT
Every signature carries verified identity and a timestamp, ready for inspection years later.
LEGAL & COMPLIANCE
Identity checks at signing time, linked to the document and the client in M-Files.