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Request e-signatures so that clients sign prepared documents and forms from their TaxDome portal. Indicate where you want signatures, insert fields for a taxpayer and their spouse, add knowledge-based authentication (KBA), turn on reminders—and more!
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Signatures (Basic): Request E-Signatures from Clients
Request e-signatures so that clients sign prepared documents and forms from their TaxDome portal. Indicate where you want signatures, insert fields for a taxpayer and their spouse, add knowledge-based authentication (KBA), turn on reminders—and more!
