See what’s coming for tax year 2019, including the new automated eSignature dashboard, availability of all forms and documents for clients to sign, and the ability to collect electronic signatures online or in-person.
You’ll save time in your workflow.
The new eSignature dashboard helps streamline client document review, signature and payment* into one simple step. Automated tracking and reminders cover 8 statuses, including: declined, authentication failed, delivered, multiple, partially signed, sign, voided and expired.
* Payment options are only available with Lacerte software.
Clients will appreciate the easier option.
Allow your clients to digitally sign any form, including individual or business forms, engagement letters, invoices, NDAs or bank documents with the modern convenience they expect from their tax advisor. Clients can review, sign and pay from virtually any smart device — now with easy, how-to videos to get you and your clients up to speed.
You’ll take one step closer to a paperless office.
You may want to cut down on the printing, mailing and shredding costs that come with traditional signature collection. Or you might want to help lessen the associated environmental impacts. eSignature delivers two-fold, and the DocuSign for Forests™ initiative has already worked worldwide to save over 20 billion sheets of paper.
“I really like the Lacerte eSignature functionality. It has streamlined our tax prep tremendously. When you have thousands of tax clients, it’s a full-time job trying to capture signatures on a paper form. 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
“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, Cabana
“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