Changes in E-Signatures Flow

My Signature field was moved to the drop-down. If you want to request a firm representative’s E-signature for your document, select Me from the dropdown, then add a Signature field.
Also, you can now add the Date field for a firm representative.

Finally, to make sure you’re selecting the right person, you can now see contact names in the signatories’ selection dropdown.

Learn more about e-signatures in our Help Center: https://help.taxdome.com/article/291-e-signatures-explained

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​

My Signature field was moved to the drop-down. If you want to request a firm representative’s E-signature for your document, select Me from the dropdown, then add a Signature field.
Also, you can now add the Date field for a firm representative.

Finally, to make sure you’re selecting the right person, you can now see contact names in the signatories’ selection dropdown.

Learn more about e-signatures in our Help Center: https://help.taxdome.com/article/291-e-signatures-explained

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​