Intuit Accountants just released the first-annual 2022 Taxpayer Insights & Intelligence Brief.

INTUIT eSIGNATURE: MODERN, NECESSARY, SECURE

I manage all of my signatures digitally right from my tax software so my clients can sign whenever and wherever they want.

Purchase eSignatures

Still have questions? Simply call our team of experts at 855-376-7546.

Fastest option

Nearly 70% of eSignatures are completed in less than 24 hours*

Quick, easy, convenient. eSignature is the modern, digital way to request signatures.

eSignature provides speed and convenience

Go from

Print, pack, send docs by hand

Difficult to track progress

Slow, delays, takes up to 2 weeks

to

Send. Signed. Done.

Using eSignature is simple. Here’s how it works:

Send requests inside tax software
Dashboard tracks progress
Set up automatic reminders for clients
Client signs & sends, and you file taxes

Why should you choose Intuit eSignature for your firm?

Request from your Intuit tax software

With eSignature, you can request signatures with just a few clicks, keep track of requests every step of the way, and since it’s fully integrated within your tax workflow, you can do it all right from within your Intuit tax software. How cool is that?

Sign any kind of document

With eSignature, clients can securely review and sign just about any document digitally from anywhere, at any time, on any device—usually in less than 24 hours*. It’s super-fast. Plus, you can send up to 130 documents (or 25 MB) in one envelope, so it’s more efficient for both you and your clients. Win-win.

Any individual or business forms*
IRS Forms 8878 and 8879
Engagement letters and firm agreements
Estimates and invoices
Request for transcript (Form 4506-T)
LLC formation documents
Confidentiality agreements (NDAs)
Power of attorney agreements
Asset purchase agreements
Reference documentation
Payment requests (Lacerte only)

*The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at preparer’s discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA-2018-08 for more detail.

Secure IRS-compliant identity verification

Manage signatures digitally on any form or document, and track client response with real-time status updates on the virtual signature dashboard in your tax software.

- eSignature claim:
  In tax year 2021, 69.3% of completed eSignature transactions through Intuit professional tax products were finalized in less than 24 hours.
- Adding eSignature:
  The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at preparer’s discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA-2018-08 for more detail.
- *Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
- The IRS accepts electronic signatures on forms 8878 and 8879. eSignatures can be used for a wide range of online documents apart from IRS forms such as engagement letters, contracts, invoices, NDAs, and bank documents. Please keep updated and compliant on what forms you can and cannot use in connection with the preparation of federal tax returns with the IRS. Most states also accept electronic signatures on forms 8878 and 8879 or their equivalent.
  
  Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer’s name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a “soft inquiry” in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer’s credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer’s personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878/8879 or their state equivalents.
  
  The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at preparer’s discretion. Per the current IRS Guidelines, electronic signatures are accepted for the Individual and Business Modules. Please review IRS Publication 4163 for more detail.
- eSignature Unlimited:
  Offer of Unlimited eSignature for tax year 2022 for $1,599 (11% off). Product must be purchased by 5 PM CT on Tuesday, January 31, 2023. The purchase of 2022 eSignatures is applicable for usage in tax year 2022 Lacerte/ProSeries/ProConnect Tax product only, valid through December 31, 2023. Offers valid only for new eSignature Unlimited customers. Validity does not apply to usage in other product years.. Terms, conditions, pricing, features, service and support options are subject to change without notice. For more information, please visit https://proconnect.intuit.com/esignature/.