Select the tax forms that require electronic signature, then attach any document you want. Set reminders, then click to send it all to your client.
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eSignature
I request signatures
with a few clicks
inside the tax return
inside the tax return
Use electronic tax signing software to get everything signed and tracked—all remotely, all in one place with eSignature.
Buy now
so my clients can
sign when and how
they want
they want
You set and send the request
Your client gets a secure email
They click to view documents on any device, authenticate as needed, and sign with quick clicks.
You see status in real-time
One dashboard inside your tax software tracks every request at-a-glance. Know right when electronic signatures are received from clients.
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.
See demo videos and preview your clients' experience of eSignature for:
Collect eSignatures on any form or document
New client statuses will automatically update based on their progress so you can quickly move on or identify issues without leaving your tax dashboard. Statuses include:
- Delivered
- Signed
- Partially signed
- Multiple signatures
- Declined
- Authentication failed
- Voided
- Expired
Enhance security with identity authentication options
- Knowledge-based authentication (KBA): Validate recipients with a set of questions using information like past addresses, vehicle ownership, and more. This IRS-compliant authentication is required for Forms 8878 and 8879.
- Access code authentication: Assign and send a unique 6-9 digit code to a client to verify their identity.
- Email authentication: With this built-in form of authentication, only those invited by you have access to the email account retrieving the request for signatures.
- LLC formation documents
- Confidentiality agreements (NDAs)
- Power of attorney agreements
- Asset purchase agreements
- Reference documentation
- Estimates and invoices
Track client progress with eight eSignature statuses
- Any individual or business forms** (including IRS Forms 8878 and 8879)
- Engagement letters and firm agreements
- Request for transcript (Form 4506-T)
- LLC formation documents
- Confidentiality agreements (NDAs)
- Power of attorney agreements
- Asset purchase agreements
- Reference documentation
- Estimates and invoices
Collect digital signatures in-person or remotely
Manage client signatures digitally, on any form or document, and track their progress with real-time status updates right from your software dashboard.
Streamline your workflow with full software integration
- Pre-populate tax forms with client data.
- Manage eSignature requests, delivery, and signature statuses while tracking your work on client returns.
- Customize automatic reminders to notify your clients.
- Automate audit trail reports for every eSignature request activity, including timestamps detailing when a request is sent, viewed, printed, signed, or failed identity authentication, along with a certification of completion of the executed document itself.
- Archive an unalterable “authoritative copy” of important documents or purge documents by specifying an expiration date.
Simplify signature requests, collection, and payments***
Request digital signatures on multiple forms and documents from multiple parties in a single request envelope. With Lacerte, you may also collect payment in the same request.
Offer clients the modern, easy way to sign
Offer one firm-wide paperless signature workflow that can work for virtually every client and every document type. You can personalize requests by type of delivery, either in-person or remote, and select the identification authentication appropriate for the request.
In-person eSignature workflow options are currently available for ProSeries and Lacerte.
Ensure client data is safe in the signing process with highly secure encryption technologies
Our IRS-compliant security partner, DocuSign, meets some of the most stringent U.S., EU, and global security standards. DocuSign uses the strongest data encryption technologies available, including SLL 256-bit encryption, and is ISO 27001 certified—the highest level of global information security assurance today. And, as a SOC1- and SOC2- certified organization, it complies with reporting requirements stipulated and audited yearly by the American Institute of Certified Public Accountants (AICPA).
Save money by going green
Help your firm go paperless with electronic tax signing software while saving on the costs associated with printing, shredding, and mailing.
Have the flexibility to pay as you go
$2.99
per envelope
(Each envelope includes multiple signatures, on multiple documents.)
Buy now
Save with discounts on bundles of 50+
$149.50
$124.50
per 50 envelopes
(Each envelope includes multiple signatures, on multiple documents.)
Buy now
Save even more on bundles of 100+
EARLY BIRD DISCOUNT
$299
$199
per 100 envelopes*
(Each envelope includes multiple signatures, on multiple documents.)
Buy now
Never worry about running out
EARLY BIRD DISCOUNT
$1,784
$1,499
unlimited envelopes*
(Each envelope includes multiple signatures, on multiple documents.)
Buy now
Need eSignatures for prior tax year? Just call 844-337-7341 to order, or purchase them within your current year software
With electronic signatures and the new dashboard, we know which ones are outstanding. It’s easy to follow up with them and easy to get the returns filed timely.”
We use DocuSign for eSignature and it's great because people don't have scanners. Pictures don't work for us because it’s all blurry.”
I am reliant on Link and eSignature for all of my clients. Even my local clients expect that everything is in the cloud. I would not be able to run my business without it.”
Let’s connect to find out if eSignature is the right fit for your practice.
Complete the form and we’ll get in touch with you. Or you can always call us at 855-376-7546.
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