Request e-signatures
Explore secure e-signatures with advanced authentication, flexible management, and legal compliance.
E-signatures for documents explained
Overview of how e-signature requests work in TaxDome — for documents and tax return packages.
Request e-signatures from clients
How to request e-signatures in TaxDome — for standalone documents, proposals, recurring-invoice authorizations and tax return packages.
Request e-signatures for documents
Collect legally binding e-signatures on documents from web portal or desktop app.
E-sign joint returns
Request e-signatures for joint tax returns from both spouses with secure, legally binding signature fields.
Knowledge-Based Authentication (KBA)
Request KBA, enabling legally compliant signing in USA.
Get owner e-sign with minimal admin work
Use case on enabling firm owners and partners to securely sign documents without need to sign in.
Define signing priority for e-signing documents
Set signer priority in account settings to optimize e-signature workflows.
Create & apply signature templates
Speed up sending signatures by using templates.
Qualified and Advanced electronic signatures (QES and AdES)
Request QES and AdES, enabling legally compliant signing in Europe.
Actions with signature requests
Access sent e-sign requests and certificates.
Request e-feedback (approve/disapprove) from clients
Make sure your clients are satisfied and that you didn’t miss something by requesting approval of prepared docs.