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, add knowledge-based authentication (KBA), then turn on reminders so clients don’t forget to sign ASAP!

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, add knowledge-based authentication (KBA), then turn on reminders so clients don’t forget to sign ASAP!