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Reviews

E-signature software for accountants and bookkeepers

Unlimited e-signatures integrated with client portal for better document management. Easily request client signatures on forms including 8879 and slash document turnaround from days to instant completion.

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E-signature software for accountants and bookkeepers
Dane Janas

I don’t want to use Docusign & pay for Docusign when TaxDome already solves that for me with e-signatures. TaxDome has workflows, Inbox+, e-signatures, and more all wrapped into one.

Dane Janas

Founder of Boundless Tax
Brittnie Eiden

Before TaxDome, I utilized three separate tools just for signatures: Adobe Sign, to send out contracts, a separate tool for KBA signatures, and then I would upload the signed documents to a third tool. With TaxDome, no more juggling multiple apps. Having TaxDome now for my clients has been fantastic — they love it.

Brittnie Eiden

Owner of Eiden Tax and Accounting
Shawn Dowds

We deal with a lot of government returns and forms — the virtual signature saves me quite a bit of money and time. We were using RightSignature before and TaxDome has eliminated the need for us to pay an annual fee for a separate signature software.

Shawn Dowds

Founder of Meridian Accounting

Make e-signing easy for clients

Unlimited e-signatures integrated with white-labeled client portal

Your clients can review, approve and e-sign documents, all through one intuitive, custom-branded client portal.

Sign from any device

Accommodate all firm and client files in one document management system. Organized by the client, your team can easily access and collaborate on the documents they need to work on.

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Multiple signers

Request signatures from one or more individuals. Documents can be easily signed by multiple parties – including married couples or business partners.

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Sign from any device
Multiple signers
Compliant with E-Sign Act and UETA

Compliant with E-Sign Act and UETA

E-signatures are legally binding and accepted in the US, Canada, the UK, EU and many other countries. TaxDome is fully compliant with the requirements of the E-Sign Act and UETA.

Tailored to industry standards

Expedite e-filing with features specifically for the tax and accounting industry

IRS compliant and with specific use-cases tailor made to benefit accountants and tax professionals.

Apply industry-specific signatures templates

Reduce the time spent on admin work and focus on billable hours by using templates to automate e-signature requests for commonly requested forms (e.g., 2848, 8879, 8821).

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KBA available (an IRS requirement)

TaxDome ensures your e-signatures adhere to the IRS standards. Enable knowledge-based authentication (KBA) to ensure compliance at just $1 per client. Our KBA option for valid e-signatures is available for all firms worldwide.

 

Soon: Qualified Electronic Signature (QES) verification for firms in the EU.

Upload 8879s and request e-signatures directly from tax programs

Request e-signatures in less than 30 seconds; click ‘print’ from any tax software, select TaxDome, apply a Form 8879 IRS e-file Signature Authorization template and click ‘send’.

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Collect payments and e-signatures in one workflow

Lock a document to an invoice and request e-signature at the same time. Client pays, then immediately is prompted to e-sign.

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Set up recurring payments with integrated e-signatures

Allow clients to review and e-sign just once to approve automatic recurring charges.

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Apply industry-specific signatures templates
KBA available (an IRS requirement)
Upload 8879
Collect payments and e-signature

Integrated DMS for everything you need to run your practice

Take advantage of our e-signature features and versatile document management system to decrease your document turnaround time from days down to just hours.

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Unlimited e-signatures

Unlimited e-signatures

E-signatures integrated with the client portal

Folder templates

Folder templates

Apply templates with one click or through automations

Share with third parties

Share with third parties

Securely share documents with third parties and provide expiring links

Bank-level security

Bank-level security

A secure home for your firm’s valuable documents

PDF editor

PDF editor

Merge PDFs, highlight, make notes or send fillable PDF forms to your clients

Сloud storage

Сloud storage

Store your practice documents securely, with no limits or additional costs

Desktop app

Desktop app

Upload documents from your computer directly to your client accounts

Virtual drive

Virtual drive

Manage all documents, freeing up space on your computer

Top-notch client service

Implementation & team training included

Personalized support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Screen-sharing
  • Premium support
  • Free advanced team training
Implementation & team training included

Your concerns, answered

Frequently asked questions

How many signatures are included?

TaxDome offers unlimited e-signatures — with no extra or hidden costs.

Are e-signatures valid for IRS purposes?

Yes, they are. TaxDome fully meets IRS requirements for e-signatures. We also offer knowledge-based authentication (KBA), which is required for IRS Form 8879.

Can I set up signature templates for frequently used forms?

Yes, you can set up templates with predefined fields (signature, date, etc) and reuse it in seconds. Templates for Forms 8879, 8821 and more are included in presets.

Can more than one person sign a document?

Yes, you can have more than one person sign documents. Unlimited e-signatures are included in TaxDome.

If spouses share the same email address, is it possible for them to sign a document?

Each person should have a separate email, which is required for verification. You can link both spouses to one account, and they will be prompted to sign the document.

How do I know when a document has been signed?

After sending a document for electronic signature, you can view real-time status updates throughout the entire signing process via the TaxDome dashboard. Once documents have been signed, you’ll receive notifications.

What document formats does TaxDome support for documents that require e-signatures?

With TaxDome e-signatures, you can upload and e-sign documents in PDF format.

Can I cancel e-signature requests?

Yes, if you mistakenly sent a signature request, you can cancel it.

Frequently asked questions

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