E-signatures Automated: Introducing E-signature Templates

We are always on the hunt to save you time & provide you with more time to spend on billable work. For tax practices, the process of obtaining signatures can be laborious, reducing your productivity and taking up a great deal of admin time. The first step was to go from paper signatures, which TaxDome provides with unlimited e-signatures. 

With this release, we’ve gone a step further, building templates for the most commonly used forms. Instead of manually adding fields (signature, initials, date, free text entry, etc) – you can apply a template, saving you time and reducing clicks. When repeated thousands of times throughout a tax season, the ROI for your firm is clear.

How it works

1. Prepare 8879 (or 8821, 2848) in the tax program software of your choice.
2. Print to TaxDome 
3. Request signature & apply a template so that the predefined fields for Signature, Initials, Dates and Text will appear right away.
4. If needed, toggle on KBA and click send!

You can place the predefined fields for signing it by multiple signers, e.g. husband and wife. 

Note: If your template has multiple signers but the account you are sending it to has only one contact, you’ll need to manually adjust the template for the number of signees and match linked contact with the signature field from the template. 

In order to apply templates, you must first create the E-signature template.

Learn more about creating e-signature templates on TaxDome in our Help Center.

If you have any suggestions on how to improve the e-signatures flow, just let us know in the Feature Request Board!