By Mary Cooper
updated 3 days ago
Power the agreements and documents that drive your business with quick and easy e-signatures—just as legally binding as an old-fashioned signature.
- E-signatures, Explained
- Requesting an E-Signature
- What Your Client Sees When You Request an E-Signature
- Managing Client E-Signatures
Electronic signatures have been recognized by law in the U.S., Canada, Europe, and Australia since the early 2000s. An e-signature is just as valid as a signature penned on paper. But your clients don’t have to take time from their busy schedules to drop by your office or go through the hassle of printing, signing, making copies, and then snail-mailing something back to you. Instead, they can stay at home or in their office and sign any document directly from their client portal with TaxDome’s user-friendly e-signing feature.
TaxDome makes the e-signing process quick, simple, and straightforward.
You upload the document to the client’s profile and make it visible to a client.
Indicate where the client needs to add their signature.
Send the document to them to sign.
Once the client has signed, you’ll see the completed document in their profile and will be able to download it.
Note: We do not currently support signatures for password-protected documents.
Requesting an E-Signature
To get an e-signature from a client, you will need to be in the Docs - Public section of their profile and then find the uploaded document that needs signing.
Note: Once the client e-signs the document, the signed document will replace the original file.
To request a signature, follow these steps:
1. Go to Clients and select the client’s name. You can also find a client by typing their name into your sidebar’s search field.
2. Navigate to the Docs tab, open the Public subtab, click on the three dots icon to the far right of the document’s name, then click Request Signature in the pull-down menu.
3. Add as many Name fields as needed; these will be where the client inserts their e-signature and can be placed anywhere on a document. You can also add Date and Initials fields.
4. Once you have finished placing Name, Date, and Initials fields on the document for your client, you have two options:
SAVE: This saves the changes without sending the document to the client. When you select SAVE, all added fields will be saved, and the document will be visible under the Signatures subtab of the Docs tab. You will be able to review the document and to add or delete any field. The document will not be visible to the client until you hit SEND.
SEND: This sends the document to the client. When you select SEND, all added fields are saved, and your document will be visible under the Signatures subtab of the Docs tab. The document will be visible to both you and the client.
Note: Please note that a client can opt out of electronic signature. In that case, you will receive a notification by email. Also, the audit trail will reflect that the client did not provide an electronic signature.
What Your Client Sees When You Request an E-Signature
Your client can view and e-sign a document you've sent either by going to Documents, then to Signatures section of their portal or by clicking the link in the email notification.
You can access Read-Only View of Client Portal to experience TaxDome from the client’s side.
Managing Client E-Signatures
To manage client e-signature, go to the Signatures subtab of the Docs tab. You’ll see all saved and/or sent files to which you’ve added Name, Date, and/or Initials fields.
You’ll find the following information here:
NAME: The document’s name. Click on the document’s blue-highlighted name to view and download it.
STATUS: If the document has been e-signed by the client, you will see a green checkmarked circle in this column. If the document was sent to the client but not yet signed, the checkmarked circle will be gray. If the client declined to sign the document, you'll see the red cross con. If the document was saved but not sent, there will be no checkmarked circle here (the row in this column will be blank).
DATE: The date the document was sent to the client to be e-signed.