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)

Help Articles and Marketing Materials

 

 

 

Information Sheet (PDF)

 

eSignature Client View (PDF)

eSignature FAQs & Resource Guide

• Intuit eSignature FAQs & resource guide

 

ProConnect Tax Related Articles:

• Sending an eSignature Request
• Viewing the Status of an eSignature Request

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