Get the latest COVID-19 news for your firm. 

eSignature

I request signatures

with a few clicks
inside the tax return
Use electronic tax signing software to get everything signed and tracked—all remotely, all in one place with eSignature.
 

so my clients can

sign when and how
they want
-
DAYS
-
HOURS
-
MINS
-
SECS
The race is on. 
Put your practice in high gear with big savings on productivity tools, 11/29–12/10. 

Here's how eSignature works

Image Alt Text

You set and send the request

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.

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:

Discover key improvements to the eSignature experience

 

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.

 

Take a quick look at the new dashboard
Lacerte and ProSeries
ProConnect

I count on eSignature for all of my documents
so my clients have the ease and convenience they expect

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 folder. 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.

Choose among affordable pricing options to get the best fit for your practice

Have the flexibility to pay as you go

$2.99

per folder

(Each folder includes multiple signatures, on multiple documents.)

Save with discounts on bundles of 50

$124.50

per 50 folders

(Each folder includes multiple signatures, on multiple documents.)

Never worry about running out

 

$1,784

$1,599

unlimited folders

(Each folder includes multiple signatures, on multiple documents.)

844-337-7341

Offer available for customers new to
unlimited bundle. Offer expires 11/30/21.

Bonus: get extra savings on eSignature when you buy Lacerte, ProConnect, or ProSeries now.*

Valid for new Lacerte, ProConnect, and ProSeries customers only. See offer details.

Call 844-830-8561 to claim your savings.

Tax year 2021 eSignature is available to buy now for Lacerte and ProSeries.
Order tax year 2021 eSignature for ProConnect at 844-867-3497.

Need eSignatures for prior tax year? Just call 844-337-7341 to order, or purchase them within your current year software

Hear what other pros think of eSignature

Blake Eaton
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.”
Blake Eaton, Eaton, Quenzer & Associates LLC
Blake Eaton
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.”
Holly Signorelli CPA PC
Blake Eaton
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.”
Karen Collom, CPA

Visit our resource centers to learn more

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.

*Required field

Captcha Verification Failed

Thank you

Please select a meeting time

After you send this completed form, you’ll also have the option to choose a date and time for your 15-minute consultation with an expert.

Need help choosing a plan?
844-591-8071 844-591-8071
unavailable
Need help?
We're here for you.
Need help?
844-591-8071