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.

With TaxDome, you can send for signature:

• Docs/forms prepared by your firm, such as tax returns
• Proposals/engagement letters, which outline your relationship with clients in legal terms
• Recurring invoices for your services

Below we are going to cover e-signatures functionality for documents:

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

We’ll have a solitary quiz waiting for you at the end of the course — to ensure you got all the important bits down. We’ve highlighted the answers to quiz questions throughout the text, but some answers are hidden inside our General L.Edger slides ;)

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

With that settled, let’s get cracking!