How to sign docs
No need to visit your accountant's office or send documents via mail—simply sign any document directly on your client portal or by clicking a link in the email received. In this article, we will explain how.
Covered here:
E-sign firm-prepared documents
You can review and e-sign documents either from your portal or right from the email link received from your firm.
- To review and sign a document from the portal, go to the Documents section on the Home page. Click the document.
- Or open the link right from the email (log in to the client portal may not be needed). Note that it expires in seven days after being sent.
After you open the document, follow these steps for signing:
1. If you receive the signature request for the first time, read the Electronic Signatures Disclosure, agree to use e-signatures, check the box, and click Continue.
2. To start signing the document, click Start signing at the top.
3. Review the content, then click the fields to e-sign where requested. Enter your signature and initials just once; they’re then used for subsequent documents.
4. Click Next to highlight the next field. Note: You cannot sign a document until all fields are filled in.
5. Once all fields are filled in, click Finish.
More signing options and FAQs
While e-signing through your client portal is simple, you may encounter specific scenarios that require a different approach. Below are detailed guides for various e-signing situations: