Signatures
Get e-signatures from clients, add KBA and streamline e-signing with templates
- Signatures (Basic): Three ways to use e-signing in TaxDome
- Signatures (Basic): Request e-signatures from clients
- Windows App: Request E-Signatures
- Signatures (Basic): E-signing joint returns
- Signatures (Basic): Track, cancel requests & download certificates
- Automove (Basic): Move Job Automatically When E-Signature Complete
- Signatures (Advanced): Knowledge-Based Authentication (KBA)
- Settings (Basic): Signatures
- Signatures (Advanced): Create & apply templates
- Signatures (Advanced): Define signing priority
- Signatures: Troubleshooting
- Firm Balance (Basic): Top-up and Audit trail
- Signatures (Advanced): Qualified and Advanced electronic signatures (QES and AdES)
- Signatures (Use Case): Get owner e-sign with minimal admin work