Signatures (Basic): Two ways to Use E-Signing on TaxDome

Using electronic signatures allows clients to sign important documents from their phones or computers, which saves everyone time. E-signatures are just as legally binding as putting pen to paper. Plus, you can also request e-signatures from more than one person on the same document.

Covered here:

E-Signatures, Explained

Electronic signatures have been recognized by law in the U.S., Canada, Europe, and Australia since the early 2000s. An e-signature is just as valid as a handwritten signature, but clients don’t have to take time from their busy schedules to print, sign, make copies, and snail-mail a document back. Instead, they e-sign documents from their TaxDome portal.

There are two ways to use electronic signatures on TaxDome:

Requesting Clients to E-Sign Prepared Documents and Forms

With our Request Signature feature, you can do all of the following:

1. Ask your client to e-sign any document that has been uploaded for them.

2. Indicate where the client needs to add their signature.

3. Add multiple signers if needed.

4. Add KBA (knowledge-based authentication) if needed (for U.S. residents and firms only).

5. Add free text fields to request any data you need from a client.

6. Add your or your team members’ e-signatures to documents.

Here’s what e-signing looks like from the client side:

6. Once the client has e-signed, you’re alerted with a notification in your email and Inbox+. The completed document is visible in the client account profile and downloadable.

tip

Note! We do not currently support e-signatures for password-protected documents.

tip

Tip! Read more about how to use Request Signature for your prepared documents and forms here.

Requesting Clients to E-Sign Agreements With Your Firm

pro

This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

With our Contracts feature, you can do the following:

1. Create contract templates for your agreements. You won’t need to mark up the document with e-signatures fields; an e-signature request and an agreement to terms are automatically added to the contract template.

2. Edit templates and send contracts to clients for e-signing.

3. All contacts linked to the client account are prompted to e-sign from their client portal.

Here’s what the e-signing process looks like from the client side:

4. Once your clients have e-signed, you are alerted with a notification in your email and Inbox+. The completed contract is visible in the client account profile. By clicking the name of the contract you can see the client's signature along with the date and time stamp.

tip

Tip! Read more about how to use Contracts for your engagement letters and proposals here.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us