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eSignature Plus Payments

Collect signatures and payments within hours, not days — it only takes a few quick clicks.

Powered by

 

eSignature Plus Payments

Collect signatures and payment within hours, not days — it only takes a few quick clicks.

 

Powered by

logo-docusign-header 2

Get your first 5 free.
See below for details.*

Get signatures, payment and peace of mind in one easy step.

Use eSignatures to instantly send signature requests for Form 8879, as well as engagement letters, consent forms and more. Plus, you can request payment and stay IRS-compliant—all in a single step.

 

Your clients will enjoy the convenience of reviewing, signing and returning their documents to you along with their payment—all from anywhere, on any device. It's so easy, clients typically respond within hours. Client reminders also help you get signatures and payments on time.

 


Send

One-click request to client
(tax return, schedules,
attachments, Form 8879, invoice)

Signed

Review, sign and pay from
anywhere on any supported device
(email invite, ID verification,
document review, eSignature, payment)

 

Done

Ready to e-file!
(in-product notification of
signature and payment, one click to e-file)

Collect signatures in a convenient and compliant way

Hover over each benefit to learn more.

 

Collect signatures in a convenient and compliant way



 

IRS Compliance

eSignature gives you peace of mind knowing that you have an easily accessible, organized record of the signed return and form 8879. 

 

 

Time Savings

eSignature saves you valuable time by streamlining client document review, signature, and payment into one simple step. Automated reminders mean that you don't need to touch the file again until it is ready to e-file.

 

 

Modern Client Convenience
Your world centers on taxes, but your clients' worlds don't. That's why they love the ability to easily review, sign and pay from anywhere on any supported device.

 

 

Data and Identity Security

256 bit encryption helps ensure that both your files are transferred safely and that the identity of the tax payer is verified before they can sign the documents.

 

 

Prompt Client Payment
With eSignature plus Payments you have the option to send your invoice with the forms and return so that you get paid at the same time they sign. No more forgotten checkbooks or 30 days of waiting.

 

See what your peers say

 

 

Take advantage of value pricing options —
new for tax year 2019

 

Each eSignature can cover multiple signers for joint returns, as well as multiple forms — including 7216 consent forms, 4506-T transcript requests, W-9 forms and engagement letters. You get even more value and your clients get priceless convenience.

5 FREE
ESIGNATURES
New eSignature customers: Get 5 free.1
Your first 5 eSignatures are on us. They're automatically waiting for you inside Lacerte for tax year 2019.
Expires 4/30/2020

Recommended for small
volume of returns


A la carte


$5 MSRP

$2.99

per eSignature

 

Buy now

Save $25 when you buy
50 or more


Bundle of 50 eSignatures


$250 MSRP

$124.50

per bundle

 

Buy now

Recommended for 1000
or more returns


Unlimited


$1,799 MSRP

$1,699

 

 

Buy now

Have Questions or need help?


For training and frequently asked questions:

Visit resource center

Call us at 844-877-9422