Request e-signatures from the TaxDome Windows desktop app as you upload prepared documents and forms. Indicate where you want clients to e-sign, insert fields for the taxpayer and their spouse, and add knowledge-based authentication (KBA). Then turn on reminders so clients don’t forget to sign ASAP!
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Windows App: Request E-Signatures
Request e-signatures from the TaxDome Windows desktop app as you upload prepared documents and forms. Indicate where you want clients to e-sign, insert fields for the taxpayer and their spouse, and add knowledge-based authentication (KBA). Then turn on reminders so clients don’t forget to sign ASAP!
