Settings (Basic): Enable KBA and Change Date Format for E-signatures

There are two important aspects to consider when it comes to e-signatures: security and compliance with legal requirements. In this article, we'll explore how you can enhance the security of your e-signatures by enabling knowledge-based authentication (KBA) and customizing the default date format for all e-signatures within TaxDome.

Covered here:

• Enable/disable knowledge-based authentication (KBA) for e-signatures
• Change your default date format for e-signatures

Enable/disable knowledge-based authentication (KBA) for e-signatures

Knowledge-Based Authentication (KBA) adds an extra layer of security to e-signing by verifying the signer's identity using their answers to knowledge-based questions. By default, it is enabled for all US firms and disabled for non-US firms. However, if you provide services to US customers, you can turn it on or off, regardless of your firm's location.  

To do so:

1. Navigate to the Firm Settings tab of the Settings page.

2. In the Signatures section, enable/disable the Show KBA toggle.

When this toggle is enabled, you will be able to require KBA when requesting the signature.

Note! After toggling on the Show KBA toggle, you will need to add funds to your firm balance, as each KBA attempt will be charged (here are the prices per attempt in different currencies). To do so, go to Firm balance tab in the Settings. Here, you can check the balance history/audit trail. (And here's more on firm balance.)   

Change your default date format for e-signatures

You may need to select a specific date format for e-signatures in documents for various legal reasons. In TaxDome, you have the flexibility of choosing the default date format that will be applied to all e-signatures.

To change the default date format, follow these steps:

1. Navigate to the Firm Settings tab of the Settings page.

2. In the Signatures section, select the date format in the Default date format for e-signature drop-down.

You can select one of the following date formats:

• MMM-DD-YYYY — this format is selected as default for all firms
• MM-DD-YYYY
• MM.DD.YYYY
• DD-MM-YYYY
• DD/MM/YYYY
• DD.MM.YYYY
• YYYY/MM/DD
• YYYY/DD/MM

After selecting the default date format, it will be automatically displayed for all new signature requests.

Note! Changing the default date format doesn't affect date formats previously selected in your signature templates.