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Intuit eSignature Intelligence

Your clients can sign any document when and how they want, easily and securely—tracked in real time.

Go from send, sign, to success

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How eSignature works for you and your clients

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For your clients: How to electronically sign documents

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Explore additional resources and frequently-asked questions

Get the most out of eSignature to give your clients the ease and convenience of reviewing and signing from anywhere. 

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Requesting signatures in Lacerte

Learn how to start a request, add documents, recipients, invoice, and reminders in under 3 minutes.

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An overview of the eSignature dashboard

See how you can access eSignature from different points in Lacerte.

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How to request signatures and get paid

Send an invoice at the same time you get your clients to sign, only with Lacerte.

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Request signatures for non-tax documents

Upload engagement letters or receipts for clients to sign off on to be even more efficient.

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Requesting signatures in ProConnect

Learn how to start a request, add documents, recipients, and reminders in under 3 minutes.

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An overview of the eSignature dashboard

Request status, send reminders, and download completed forms from the Tax Returns hub.

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Request signatures for non-tax documents

Upload additional documents from an engagement letter to a receipt to be even more efficient.

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Requesting signatures in ProSeries

Learn how to start a request, add documents, recipients, and reminders in under 3 minutes.

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An overview of the eSignature dashboard

Request status, send reminders, and download completed forms from the Tax Returns hub.

Image Alt Text
Request signatures for non-tax documents

Upload additional documents from an engagement letter to a receipt to be even more efficient.

Support

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