Signatures
Get e-signatures from clients, add KBA and streamline e-signing with templates
- Signatures (Basic): Three ways to Use E-Signing on TaxDome
- Signatures (Basic): Request E-Signatures from Clients
- Windows App: Request E-Signatures
- Signatures (Basic): E-signing Joint Returns
- Signatures (Basic): How to View & Cancel E-Signature Requests
- Automove (Basic): Move Job Automatically When E-Signature Complete
- Signatures (Advanced): Knowledge-Based Authentication (KBA)
- Signatures (Basic): Enable KBA & QES/AdES, edit default date format
- Signatures (Advanced): Create & apply templates
- Signatures (Advanced): Define Signing Priority
- Signatures: Troubleshooting
- Firm Balance (Basic): Top-up and Audit trail
- Signatures (Advanced): Qualified and Advanced electronic signatures (QES and AdES)