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Intuit Practice Management
Run your firm remotely with a centralized, real-time view of your work, clients and staff.
Cloud Hosting for Lacerte and ProSeries
Put your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.
eSignature
Get any document signed securely from any online device, all done with quick clicks inside your tax software.
Pay-by-Refund
Give your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.
Audit Assistance and ID Theft Restoration
Let our bilingual team of case managers support your clients in case of audit or stolen identity.
Intuit Link
Quickly gather your clients' tax data with the secure online portal included for free with your tax software.
See all workflow add-ons

ProConnect Tax eSignature Resources

See ProSeries Resources | See Lacerte Resources

Requesting Signatures in PTO (2:16)

eSignature Dashboard Overview (2:19)

Client Review and Sign (2:11)

Watch an on demand webinar to see eSignature in action

Help Articles and Marketing Materials

Information Sheet (PDF)

Information Sheet (PDF)

eSignature Client View (PDF)

eSignature Client View (PDF)

eSignature FAQs & Resource Guide

Intuit eSignature FAQs & resource guide

ProConnect Tax Related Articles:

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