Tchat N Sign
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Tchat N Sign Solutions is a Canadian fintech based in Alma, Saguenay–Lac-Saint-Jean. We build compliant communication tools for Canadian financial advisors and firms. Hosted in Canada, certified SOC 2 Type II and ISO 27001.

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© 2026 Tchat N Sign. All rights reserved.

CanadaMade in Canada

Enterprise E-SignatureBuilt for Financial Services

Legally binding, accepted by Canadian insurers and verifiable at a glance in Adobe. Your clients sign in a few clicks with no account to create; every step is archived automatically.

Book a demoSee How It Works

One signature's journal

Sealed in 54 s
  • 14:02:04Request createdT2033, RRSP transfer, 2 signers
  • 14:02:19Sent to the clientSMS and email, secure link
  • 14:02:41Identity verified2FA authentication by SMS
  • 14:02:53Document signedAATL certificate, Adobe green checkmark
  • 14:02:58Sealed and timestampedSHA-256 digest, PDF evidence

Insurers who accept our e-signature

Canadian insurers recognize the Tchat N Sign e-signature, in line with their own guidelines.

  • Desjardins Insurance : E-signature accepted
  • Manulife : E-signature accepted
  • ivari, a Sagicor company : E-signature accepted
  • Assumption Life : E-signature accepted

Your insurer not on the list? The integrated OneSpan option is accepted by every insurer.

Each logo represents an insurer that accepts the Tchat N Sign e-signature. All logos remain the property of their respective owners and are used with permission.

How it works in 7 steps

From document upload to certified archive, see the entire signature process in action.

  1. 1

    Upload & Prepare

    Upload your PDF or DOCX files. Word documents are automatically converted to PDF.

    • Drag & drop upload
    • Automatic DOCX to PDF conversion
    • Multi-document support
  2. 2

    Configure Fields

    Beta

    Use the integrated PDF editor to place signature, initial, and date fields exactly where you need them.

    • Drag-and-drop field placement
    • Signature, initials & date fields
    • Reusable templates
  3. 3

    Set Up Waves

    Define sequential signing waves with four participant types for complex approval workflows.

    • Sequential signing groups
    • Signers, approvers, copies & recipients
    • Multi-wave approval chains
  4. 4

    Configure Actions

    While you have the file open, optionally set up post-signature actions, archive to Equisoft, SharePoint, or send to external recipients. This step can also be done later.

    • Equisoft CRM archival
    • SharePoint integration
    • External delivery automation
    • Can be configured at any time
  5. 5

    Send for Signature

    Signers receive a secure link and must complete mandatory 2FA (SMS, voice call, or security question) before signing.

    • Mandatory 2FA before signing
    • SMS or voice verification codes
    • Security question authentication
    • Customizable email templates
  6. 6

    Real-time tracking

    Follow every step of the signing process live with WebSocket-powered updates.

    • Live status updates
    • Timeline: viewed, consented, signed
    • Automatic reminders
  7. 7

    Complete & Archive

    Signed documents receive AATL digital certificates in PAdES + CAdES format with RFC 3161 timestamps and LTV for indefinite verification.

    • GlobalSign AATL certificates, Adobe green checkmark
    • PAdES + CAdES signature format
    • RFC 3161 certified timestamps (LTV-enabled)
    • SHA256 audit trail with IP addresses
    • Verifiable for 30+ years
    • Automatic action execution

Enterprise-Grade Capabilities

Built for regulated industries with the security and compliance features your organization demands.

AATL-Certified Digital Signatures

Every signature is backed by GlobalSign AATL certificates. Automatically trusted by 500M+ Adobe installations worldwide, green checkmark verification, no configuration required.

  • GlobalSign AATL certificates
  • PAdES + CAdES signature format
  • RFC 3161 certified timestamps (LTV)
  • Azure HSM key storage
  • Non-repudiation + digital signature key usage

Multi-wave signing workflows

Orchestrate complex approval chains with sequential signing waves and four distinct participant types.

  • Sequential signing groups
  • Signers, approvers, copies & recipients
  • Complex approval chains
  • Reusable request templates

Dual signing engine

Leverage dual signing engines, one optimized for in-house workflows, another for advanced regulatory requirements.

  • In-house signing engine
  • Regulatory signing engine
  • Text & drawing signatures
  • Automatic engine selection

Trusted by Regulated Industries

Compliance-first design with certifications that meet the strictest regulatory requirements.

PAdES + CAdES formats

Internationally standardized signature formats (the same ones recognized by European regimes like eIDAS), verifiable in Adobe.

AATL Certified

Adobe Approved Trust List via GlobalSign. Trusted by 500M+ Adobe installations with automatic green checkmark.

AES-256 encryption

RSA 4096-bit signing keys with AES-256 encryption. RFC 3161 timestamps for long-term validation (LTV).

Canadian data residency

All data stored exclusively in Canada (Azure Canada East & Central). SOC 2 Type II + ISO 27001 + ISO 27701.

Complete audit trail

  1. Document created10:00:00
  2. Fields configured10:02:15
  3. Sent for signature10:03:00
  4. Viewed by signer10:05:22
  5. 2FA verified10:05:38
  6. Consent accepted10:05:45
  7. Digitally signed10:06:03
  8. AATL seal + RFC 3161 timestamp10:06:10

Post-Signature Actions

Automate what happens after signing, archiving, delivery, and compliance workflows.

Archiving

SharePoint

Archiving

Equisoft/Connect

Delivery

Secure External Link

Workflow

Operations Module

More integrations coming based on demand

Frequently Asked Questions

  • Yes. Our e-signatures are AATL certified with GlobalSign digital certificates using RSA 4096-bit encryption in PAdES + CAdES format. Every signature includes RFC 3161 certified timestamps, IP addresses, user agents, and SHA256 document hashes. Adobe Acrobat automatically displays a green checkmark, no configuration needed. Your signed documents carry the same legal standing as handwritten signatures.

  • You can sign PDF files natively. DOCX and DOC files are automatically converted to PDF upon upload, so you can work with virtually any document format.

  • Multi-wave signing lets you define sequential signing groups. Wave 1 signers must complete before Wave 2 receives their invitation. Each wave supports four participant types: signers, approvers, copy recipients, and notification recipients.

  • Mandatory 2FA is required before any signature. Signers can be authenticated via SMS verification codes, voice calls, or custom security questions that you define during setup. This ensures only the intended signer can access and sign the documents, superior to paper signatures which capture no identity verification.

  • All documents are protected with AES-256 encryption. Digital signatures use GlobalSign AATL certificates with RSA 4096-bit keys stored in Azure HSM, in PAdES + CAdES format. Every signature includes RFC 3161 certified timestamps and embedded OCSP/CRL data for Long-Term Validation (LTV), signatures remain verifiable indefinitely, even after certificate expiry. Complete audit trails are SHA256-hashed for tamper detection. All data is stored exclusively on Canadian servers (Azure Canada East & Central).

  • Yes. You can configure automatic document actions that trigger when signing is complete: archive to Equisoft/Connect or SharePoint, send via secure external link (Law 25 / PIPEDA compliant), or route to the Operations module for compliance review. More options are added based on demand.

  • Yes. Every Tchat N Sign signature includes RFC 3161 certified timestamps from GlobalSign TSA and embedded OCSP/CRL data (Long-Term Validation). This proves the signature was created while the certificate was valid, the Adobe green checkmark remains indefinitely. Critical for insurance documents requiring verification 30+ years after signing.

  • Yes. The signing experience is 100% responsive and works on any device, smartphone, tablet, or desktop. No app download required. Signers simply click the link in their email and sign directly in their browser.

  • Tchat N Sign currently supports archiving to SharePoint and Equisoft/Connect, secure external delivery via compliant links (Law 25 / PIPEDA), and routing to the Operations module for MGA compliance workflows. Additional integrations are developed based on client demand.

From 20 minutes to under one.

Join financial professionals who automated their signature and archiving process from 20 minutes to under 1 minute.

Book a demo