Welcome! In this course, we’ll tell you everything you need to know about e-signing in TaxDome. That’s right, we have the e-signing functionality built in, which you can use at no additional cost.

You’ll also no longer have to rely on third-party software. We are sure your clients will appreciate this as they won’t have to jump between different tools to sign the documents you need them to. You can even request signatures without requiring your clients to log into the client portal. This way, this functionality can be used to request e-signatures from third parties, company executives or anyone else.

Here’s what you are going to learn in this course:

• How to send prepared documents for e-signatures
• How to request signatures with IRS-compliant KBA for 8879 Forms
• How to move jobs automatically when e-signature is complete
• How to troubleshoot common e-signing issues

Finally, you can reference our interactive cheat sheet below: all the actionable items are rounded up inside.

With that settled, let’s get cracking!