E-signatures
Tax Return E-Signature Software (Form 8879)
Send engagement letters and 8879s for signature with a secure link. Clients sign without creating an account. You get a clear audit trail and automatic reminders.
E-sign engagement letters and 8879s
Engagement letters are drafted automatically when a return is created, and Form 8879 (or any other document your firm needs signed) can be sent for signature directly from the return. Both live on the same record as the rest of the client's work, no separate e-signature tool to log into.
Audit trail and reminders
Every signature request tracks its own status, pending, signed, expired, or revoked, along with when it was sent and when it was signed. Staff can see at a glance which returns are waiting on a signature instead of digging through email, and pending requests get followed up on automatically.
How signing works, no client login friction
Clients sign through a secure, unique link sent to their email. They don't need to remember a password or set up a portal account to sign a single document. Open the link, review, sign, done. The signed document is stored back on the client's record automatically.
Common questions
Ready to stop waiting on signatures?
See how e-signatures fit alongside document collection and the rest of your workflow.