Easily Manage Your Clients Postal & Electronic Communications

When it Absolutely has to be SENT, TRACKED, and VERIFIED!

#1 Online Postal Mail and e-Signature service used by CPAs, Tax Advisors, EAs, and Tax Lawyers.
CaseMail enables you to easily upload and mail your clients documents via Certified Mail, First Class, FedEx, or eSignature directly from their computers. Upload and merge any Word or PDF documents.
No Documents to Print – No Envelopes to Stuff – No Trips to the Post Office!

CaseMail provides a 100% digital solution to help you easily manage your clients’ postal and digital communications.

CaseMail’s Unified Communication platform converts Postal Mail into a paperless process with web-based tracking and delivery verification with On-Demand e-Signature management.

With a few simple clicks you can upload and mail any one-off document or thousands of legal notices either by postal mail, e-mail or e-signature.

Save time and money!
You can choose to give clients access to your Private Labeled Portal to either
pre-approve documents before mailing and/or track their mailed documents.
Clients can view copies of all archived mailings.

e-Signature Certificates of Authentication

CaseMail provides e-Signature Certificates of Authentication that can easily be download and printed directly from your computer. Certificates include copies of Signed Documents, Name of e-Signature Provider, Date and Time of Signing, Sender and Recipients’ IP Addresses.

Send USPS First Class, Certified Mail, or FedEx Overnight Express Directly from Your Computer.

How it Works

  • Simply upload your Word or PDF document
  • Select Your Postage Type
  • Enter Recipients’ Info
  • Click Send and Check-Out

Auto Generated Certificates of Service

Easily download and print your U.S. Courts Approved Certificates of Service directly from your account. Includes copies of Mailed Documents, Date, Time, Postage Paid, Sender and Recipients Info and Addresses.


Provide your clients with LIFETIME proof of mailings and delivery records.

CaseMail Meets and Exceeds the Following Security & Compliance Standards:

HIPAA (Health Insurance Portability and Accountability Act)
FedRAMP (Federal Risk and Authorization Management Program)
FISMA (Federal Information Security Management Act of 2002)
SOC 1, SOC 2 and SOC 3 Reports
ISO/IEC 27001:2013
ISO 27018:2014
Cloud Security Alliance

Data Encryption:
Documents submitted and downloaded from CaseMail are secured by SSL based 256-bit encryption to secure your data.

CaseMail uses the most secure encryption available and supports both SHA-1 and SHA-2 algorithms.

CaseMail utilizes Business Compliance Network of secure Data and e-Print fulfillment centers located in Texas, Massachusetts, Kansas, Alabama, and California and exceeds industry best practices for logical and physical security. Comprehensive security services include firewall management with rule-set review, Intrusion Prevention Services (IPS), intrusion detection services, event management, internal and external vulnerability assessment, and system integrity monitoring and daily backups.


CaseMail PRO!

Manage ALL of your clients’ POSTAL & ELECTRONIC communications from a SINGLE online service.



  • Pro Account Details

Client Management:

  • Private Labeled Client Portal
  • Multiple Client Branch Management
  • Real-Time Proof of Work

E-Signature Management:

  • Easy Setup and Integration of Adobe Sign Enterprise Accounts
  • Easy Setup and Integration for eSignLive Accounts
  • Certificates of Mailing
  • Certificates of Delivery
  • eSignature Certificates of Authentication

Online Postal Services:

  • Online USPS Certified Mail
  • Online FedEx Express Delivery
  • Real-Time Tracking


Records Management:

  • Private Labeled Client Portal
  • Multiple Client Branch Management
  • Real-Time Proof of Work
  • Real-Time Communications Tracking
  • Lifetime Records Management

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