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Video

Changes in E-signature as a client

When there are multiple signers, the document will clearly show that it is pending signature along with the email of the person(s) who has(have) not yet signed. Previously, for the person who has completed their signature, it was not apparent that other people were still pending signature.

For example, if Form 8879 has been signed by one spouse but is still waiting for the second signature, the person who has yet to sign will be presented with the signature fields while the person who has already signed will see their own uneditable signature.

Read more: https://client-help.taxdome.com/article/46-how-to-sign-documents#4

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.

Video

Changes in E-signature as a client

When there are multiple signers, the document will clearly show that it is pending signature along with the email of the person(s) who has(have) not yet signed. Previously, for the person who has completed their signature, it was not apparent that other people were still pending signature.

For example, if Form 8879 has been signed by one spouse but is still waiting for the second signature, the person who has yet to sign will be presented with the signature fields while the person who has already signed will see their own uneditable signature.

Read more: https://client-help.taxdome.com/article/46-how-to-sign-documents#4

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.