Integrated E-Signatures.
Integrated E-Signature makes it easier for you and your clients to get the signature you need to e-file.
There are many benefits to E-Signatures.
Flexible solutions that adapt to your workflow and support your business needs.
Convenient, efficient document signing that saves time, reduces paperwork, and improves the client experience.
Enhanced security and compliance with built-in authentication measures to help protect sensitive information.
How easily E-Signature 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.
Reserve eSignatures
E-Signature Frequently Asked Questions
DISCLOSURES:
Purchased envelopes and KBAs for TY25 will activate on or after January 1, 2026, and will expire on December 31, 2026. Purchased but unused envelopes and KBAs have no monetary value, before or after their expiration.
In 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.