Your world centers on taxes, but your clients’ world does not. That’s why they love the ability to review, sign and pay from anywhere on any supported device. Now, eSignature is fully integrated within your workflow so you will never skip a beat, and is powered by DocuSign, the leading eSignature brand and trusted worldwide for electronic signatures.
New features for tax year 2019 include the following:
- Dashboard with automatic status tracking. By choosing the new, reimagined eSignature, your firm will save time by having the feature streamlined into your workflow with an automatic status tracking dashboard to keep you up to date on your clients’ signing status. With one simple view, you can stay on track to see who completed the eSignatures, which clients need extra attention, which eSignatures are in progress and what actions you next need to take. Eight new statuses are now included: declined, authentication failed, delivered, multiple, partially signed, need to sign, voided and expired.
- All forms will be available for clients to sign. You’ll gain the convenience of being able to use eSignature with any form. ProConnect products now support all forms, including individual and business modules, so you don’t have to worry about having two separate processes. This includes independent and business modules.
- Knowledge Based Authentication (KBA) is optional. This applies to all forms besides Form 8879, IRS e-file Signature Authentication. Other options that can be used to conform identity include access codes, phone authentications and text.
- In-person signatures + remote signatures help your firm go paperless. Whether you’re receiving eSignatures online or using the new option of collecting digital signatures on your computer or smart device, you’ll have fewer papers on your desk while helping save some trees.
Now is the time to begin using eSignature; try it today and experience these and other benefits. If you’re new to eSignature, you’ll receive five free eSignatures that are waiting for you inside your product.