Get everything signed and tracked—all remotely, all in one place with eSignature.

Manage client signatures digitally, on any form or document, and track their progress with real-time status updates right from your software dashboard.

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Powered by DocuSign

 
 
50 percent off

Save $285 on unlimited
eSignature for Lacerte.*
Valid for customers new to unlimited bundle.


Here's how eSignature works

You set and send the request

Choose from existing forms, plus 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

Keep track of every request at-a-glance on one dashboard inside your tax software. Know right when clients sign.

See demo videos and preview your clients'
experience of eSignature for:

Lacerte | ProConnect | ProSeries

Discover key improvements to the eSignature experience

Collect eSignatures on any form or document

  • 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

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.

Track client progress with eight eSignature statuses

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


Collect digital signatures in-person or remotely

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.

 

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


Why switch to eSignature?

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 signatures while saving on the costs associated with printing, shredding, and mailing.

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

New to eSignature?

Have your first 5 on us. See how to access for:
Lacerte  ProSeries  ProConnect

Expires Oct. 15, 2020

New to eSignature?

Have your first 5 on us. See how to access for:  Lacerte  ProSeries  ProConnect

Expires Oct. 15, 2020

Have the flexibility to pay as you go

 

$2.99

per folder

(includes multiple signatures, on multiple documents, up to 25 MB for each folder)

Save with discounts on bundles of 50

 

$124.50

per 50 folders

(includes multiple signatures, on multiple documents, up to 25 MB for each folder)

Available for Lacerte only

Never worry about running out

Limited-time offer: save $285*

$1,784

$1,499

unlimited folders

(includes multiple signatures, on multiple documents, up to 25 MB for each folder)

Call 844-877-9425

Offer available for customers new to unlimited bundle.

Tax year 2020 eSignature is available to buy now for Lacerte and ProSeries.
Pre-order tax year 2020 eSignature for ProConnect at 844-867-3497.

Need eSignatures for tax year 2019? Just call 844-877-9425 to order, or purchase within your software


Hear what other pros think of eSignature.


Visit our resource centers to learn more

 

Or talk to a specialist today at 844-877-9425.


Let's talk about how eSignature can fit into your firm's workflow.

Share your information and one of our specialists will reach out for consultation.

Call us.

 

Need answers now?
Ask us at 844-877-9425.

 

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Call us.

 

Need answers now?
Ask us at 844-877-9425.

 

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