Faster document signing with no-login option in TaxDome’s e-signatures

At TaxDome, we’re always looking for ways to make things easier for both you and your clients. That’s why we’re excited to introduce our latest update to e-signatures that will make document signing faster, easier, and more convenient than ever before: no-login e-signatures. 

With no-login signatures enabled, your clients can access the e-signature page via a direct link in their email without having to log in to their accounts. By default, all signatures require login, but you can choose which login option you prefer for your firm in your settings. 

Why we introduced no-login e-signatures

We’ve all been there — clients forget their login details or get stuck navigating through account setups just to sign a document. This hassle not only frustrates clients but also slows down the process, leading to unnecessary delays. 

Now, clients can receive a link directly from you through email and sign documents instantly without logging in. This streamlined process eliminates obstacles and speeds up document completion, ensuring that no step in your workflow is unnecessarily delayed.

You can even utilize this feature when requesting e-signatures from people who aren’t yet using the TaxDome portal, as we’ve enabled the ability to add guest signers to any document. 

Software providers such as Docusign and PandaDoc offer guest signing options because of their convenience in a number of use cases. Married couples who share the same email address and attorneys who need to sign documents can now do so easily without any authorization needed. 

TaxDome takes this all a step further by offering you this convenient option without needing additional software — it’s all right there in one platform!

45% faster
Time to sign documents decreased by 45% when no-login option was selected

How to use no-login e-signatures in TaxDome

By default, login is required to sign a document, but you can easily change that by following these steps:

1. Go to Settings in your firm portal
2. Choose Firm settings
3. Deselect Require login for e-signature

It’s as simple as 1, 2, 3. 

Why you should ditch external platforms and use e-signatures in TaxDome

Managing your workflow across multiple platforms can feel like a juggling act — switching between tools for signatures, payments, and client communications. With TaxDome’s fully integrated e-signatures, you can simplify your process, increase efficiency, and keep everything under one roof.

Here’s what you get when you leave behind your old platforms and use TaxDome for e-signatures.

Compliance and peace of mind

TaxDome’s e-signatures aren’t just easy to use — they’re also legally binding and meet the highest standards of security. They adhere to IRS standards, offer knowledge-based authentication (KBA), and fully comply with the E-Sign Act and UETA, ensuring your signatures are valid and recognized across the US, Canada, the UK, the EU, and beyond. Plus, for firms in the EU, TaxDome supports Qualified Electronic Signatures (QES), providing an extra layer of legal protection.

By keeping everything within TaxDome, you ensure that your firm is always protected without needing external services that may not meet these rigorous standards.

Integrated payments and e-signatures

Imagine being able to collect payments and signatures in one smooth workflow. TaxDome makes this possible. Clients can review, approve, and e-sign invoices in one go, creating a frictionless process that gets documents signed and payments collected faster. 

For firms that offer recurring payment plans, TaxDome integrates e-signatures into the process, making it quick and easy for clients to approve recurring payments.

Get signatures faster, make clients happier, and work smarter with TaxDome

Are you new to TaxDome? Discover why 10,000+ firms around the world trust us with all of their practice management needs. Request and collect e-signatures and payments, automate client reminders and admin tasks, gain AI-powered insights that drive growth, create a 5-star client experience with our top-rated client mobile app, and so much more.