An envelope is a container which holds the documents to be signed, the places where signatures are required, and data on the signers and other recipients.

KBA stands for Knowledge Based Authentication, an authentication method in which the user provides answers to previously established “secret” questions to verify the user’s identity.

Integrated eSignatures.

Q: What are the documents I can e-sign?

You may ONLY sign E-File Authorization forms for 1040 returns, states supported signature forms, and the bank application.

Q: How do I know which states support eSignature?

The following states support eSignature: Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, New Jersey, New Mexico, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia, and West Virginia.

Q: What size and types of files are supported to attach eSignature requests?

Files must be a PDF or JPEG, with a 25MB per envelope size limit.

Q: What types of verification does TaxAct Support?

TaxAct supports KBA verification.

Q: How many times can I go through KBA?

You may only go through KBA three (3) times.

Q: How can I pay for an eSignature request?

You may pay as you go or prepurchase a eSignatures in bulk.

Q: How is DocuSign handling tax professional information?

You can view DocuSign’s Privacy Policy here: https://www.docusign.com/privacy/

Integrated eSignature makes it easier for you and your clients to get the signature you need to e-file. Plus, it’s backed by DocuSign®.¹

Order eSignatures

A cheerful lady working on a computer at her workstation

There are many benefits to eSignatures.

Flexibility to pay as you go with - $5 price offered at a discounted rate of - $2.99 per envelope (up to 2 KBAs).²
Collect eSignatures on certain tax documents, such as e-file authorization forms (Federal Form 8879 and state equivalents), applications for Bank Products, and other documents related to tax preparation services (excluding Federal Forms 990 and 1041).³
Stay Compliant - Knowledge Based Authentication (KBA) – IRS requires that documents sent online have this for security purposes.

How easily eSignature works.

Request signature

Send any document to client.

Customer signs

Its secure and only takes a few clicks.

Ready to e-file

Once forms are signed, they are ready for the next step.

Easily track the progress of eSignature requests in the dashboard.

Manage signatures digitally and track client response with real-time status updates on the virtual signature dashboard in your tax software.

Order eSignatures

A laptop screen displaying E-signature progress requests in the dashboard

Buy eSignatures now to receive volume pricing and save.

Or you can pay as you go in the product.

Pay as You Go

per envelope

^$ 2.99

Bundle of 25

$2.75 per envelope

^$ 68.75

$74.75

Bundle of 100

$2.50 per envelope

^$ 250.00

$299.99

Bundle of 250

$2.25 per envelope

^$ 562.50

$747.50

Need more than 250 eSignatures? Contact our sales team: (866)-498-7184

eSignature Frequently Asked Questions

What are the documents I can e-sign?

How do I know which states support eSignature?

What size and types of files are supported to attach eSignature requests?

What is an envelope?

What types of verification does TaxAct Support?

What is KBA?

How many times can I go through KBA?

How can I pay for an eSignature request?

May I create digital signatures by using eSignature pads?

How is DocuSign handling tax professional information?

DISCLOSURES:

¹All trademarks not owned by TaxAct, Inc. that appear on this website are the property of their respective owners, who are not affiliated with, connected to, or sponsored by or of TaxAct, Inc. DocuSign is a registered trademark of DocuSign, Inc.

²Purchased envelopes and KBAs will activate on or after January 1st and will expire on December 31, 2024. Purchased but unused envelopes and KBAs have no monetary value, before or after their expiration.

³In product eSignatures are available on tax return documents, such as e-file authorization forms (Federal Form 8879 and state equivalents), applications for bank products, and other documents related to tax preparation services, but specifically excluding Federal Forms 990 and 1041.