Intuit

Help Articles

For tax year 2019, eSignature has been reimagined to be fully integrated in your workflow - saving you time and helping your office become paperless.

Changes include:

  • Dashboard for automatic status tracking.
  • All forms will be available for clients to sign: individual forms, business forms, engagement letters, invoices, NDAs, and bank documents.
  • More authentication options to send documents securely.
  • Collect digital or electronic signatures in-person or remotely to help your firm go paperless.

Lacerte related articles:

ProConnect Tax Online related articles:

ProSeries related articles: