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:
Now, every client can sign digitally, whether it's from their device of choice or right from your office. Taking your whole firm paperless has never been easier.
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 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 Intuit ProSeries and Lacerte.
Our IRS-compliant security partner, DocuSign, meets some of the most stringent US, 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 SOC 1 and SOC2- certified organization, it complies with reporting requirements stipulated and audited yearly by the American Institute of Certified Public Accountants (AICPA).
Help your firm go paperless with electronic signatures while saving on the costs associated with printing, shredding and mailing.
TY19 eSignatures are not available to order until 1/7.
Please call sales at (844) 869-3497 if you want to pre-order your TY19 eSignatures.
“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 PC
“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