Whitepaper - Top 10 Traits of a Successful E-Sign Solution

Top 10 Traits of a Successful Tax & Accounting E-Sign Solution

The ability of your e-sign solution to master a tax-specific workflow is critical. Recognize a successful e-sign solution, especially when it comes to the tax department!

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Here are the top 10 e-sign solution traits your firm should be looking for when selecting a tool to handle e-signing in your tax department.

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Highlights

Must-have features when choosing an e-sign tool to handle the entire tax process at your firm.

Avoid client email issues. Look for a tool that allows a taxpayer and their spouse to share an email address.

Collect your fees faster. Look for a tool that lets you deliver a tax prep invoice and collect payment.

Be authentically you. Look for a tool that includes custom branding so your firm is represented to the client.