Forms
E-sign and manage tax forms and more.
E-signatures overview
What are your benefits of using e-signatures
How to e-sign a form
Sign any document directly on your client portal or by clicking a link in the email received.
How to e-sign joint return
If you file a joint tax return, both spouses will be requested to e-sign. Here, we will explain how it will look in your portal.
How to e-sign with KBA (Form 8879)
To securely e-sign IRS Form 8879, you’ll need to verify your identity using Knowledge-Based Authentication (KBA).
How to e-sign with QES/AdES
For documents requiring the highest level of security, you may need a Qualified (QES) or Advanced (AdES) Electronic Signature.
Decline e-signatures, edit & more
Don’t want to sign? Want to edit your signature? Here are all the ways to manage them.