Mobile: How to Sign Documents

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E-Signing, Explained

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 it means you don’t have to take time from your busy schedule to drop by your accountant’s office or go through the hassle of printing, signing, making copies, and then snail-mailing a document back. Instead, you sign the document directly from your client portal, using TaxDome’s quick and easy e-signing feature. 

If you have documents that are awaiting your e-signature, they will be displayed in your  Documents tab under the Signatures subtab.  You will 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 at 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 will need to settle that bill first.

E-Signing Firm-Prepared Documents

To review and sign a document, follow these steps:

1. Tap the document’s name to review the contents of the file in the document viewer. 

2. A Fields to fill counter at the top will help you to proceed. Tap the Next button to highlight the next field. Tap the fields to e-sign where requested, enter your name, initials, or date, then tap INSERT

3. Once all fields are filled, you will be able to tap SIGN. Note that you can’t sign your document until all fields are filled. 

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