Changes in Multisigners Flow and New Text Field

Now when requesting a signature, you can add a new text field for the client to fill in. The field type is up to you – ask for SSN, maiden name, or other additional information.

Also, the multi-signature request flow has changed. No more selecting signees for each field added: instead, you select the signee once and then add fields for them to fill in.

Learn about e-signatures: https://help.taxdome.com/article/291-e-signatures-explained

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

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

Now when requesting a signature, you can add a new text field for the client to fill in. The field type is up to you – ask for SSN, maiden name, or other additional information.

Also, the multi-signature request flow has changed. No more selecting signees for each field added: instead, you select the signee once and then add fields for them to fill in.

Learn about e-signatures: https://help.taxdome.com/article/291-e-signatures-explained

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

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