Signatures (Use Case): Get owner e-sign with minimal admin work

For firms where admins or other team members handle all document preparation, TaxDome allows admins and other team members with the required permissions to request signatures from the owner/partner and client simultaneously. This enables the owner to review and sign without performing admin tasks. In this article, you'll learn how to set up this workflow.

Step 1. Admin: Request a signature

Requesting a signature from the firm owner/partner or–in fact–any other team member can be handled the same way you handle requesting a signature from third-parties and clients without portal access. 

To request a signature from the owner/partner:

1. Upload the document you prepared (e.g., Form 8879) to any folder the  Client can view access .

2. When requesting a signature, select Add signer > New signer and enter the email address of the firm owner or partner. To avoid adding the owner as a contact for the client account, make sure the Create a new contact toggle for the signer is off.

3. Then, add all other necessary signers, such as the client and even yourself, if needed, and send a signature request. 

TaxDome will send the document to all listed signers, automatically routing it according to the selected order. 

Step 2. Firm owner/partner: Sign documents

Now, a firm owner can review a document and sign:

1. Open a link from your email. You don't need to log in. 

2. Sign the document like clients do.