A much requested service is now available to our clients: E-Signature via DocuSign! IRS rules require us to use “knowledge-based authentication” for e-signatures, so here is the process:
- We will notify you that your tax return is ready. If you wish to review the forms and sign electronically, we will send you an email that contains the relevant tax forms, our engagement letter, our invoice, and any other applicable forms.
- DocuSign will present you with several questions taken from your credit record (this will not affect your credit score in any way). You must answer the questions correctly to verify your identity.
- Click “Start” and follow the prompts to sign all forms.
- That’s it! You will receive an email copy of the signed forms.