Mobile: How to E-Sign Documents

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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. You no longer have to take time from your busy schedule to drop by your accountant’s office or to go through the hassle of printing, signing, making copies and then snail-mailing your documents. Instead, e-sign the document directly from your client portal, using TaxDome’s quick and easy e-signature feature.

If documents are awaiting your e-signature, they are displayed inside your Documents tab in the Signatures subtab. You’ll also get a push notification on your device and notification on your Dashboard. Click the notification to view the file.

To see all your signatures, tap the burger icon on the top left, select Documents, then slide to Signatures. If the e-signature was requested for a document that was locked by a bill, you’ll need to settle that first.

E-Signing Firm-Prepared Documents

To review and e-sign a document, follow these steps:

1. Tap the document’s name to review it contents in the doc viewer.

2. A Fields to fill counter at the top will help you along. Tap the Next button to highlight the next field. Tap the fields to e-sign where requested, enter your name, initials and date, then tap INSERT. Enter your e-signature and initials once, and they will be used again going forward.

3. Once all fields are filled, you’ll be able to tap SIGN. Note: You can’t e-sign your document until all fields are filled.

You can also decline to e-sign electronically by tapping the three dots next to the SIGN button and selecting Decline to sign. To confirm, tap OPT-OUT OF ELECTRONIC SIGNATURE. If you’ve declined, get in touch with your firm contact to discuss alternatives for signing your documents.

Editing Your Signature

When you sign a document for the first time, you need to enter your name. It is saved, and all you’ll have to do going forward is tap inside the e-signature field to sign.

If you want to edit your initials or signature, tap on it, make your changes, then press Insert. Once you change one field, all similar filled-in fields in the current document are changed accordingly.

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