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Create and Send PDF eSignature requests in 3 easy steps.
You can also exchange secure Tax Information with your clients
using our new TaxOffice Addon


Our system now allows you to easily import already generated PDF's with FormFields (AcroForms) and send them off for signature in an easy-to-follow format. This system allows you create all kinds of custom fields including TextFields, Drop Downs, Radio/Check boxes, and Signature fields.

We now have a new Tax Addon product for Professional Tax Preparation offices that prepare taxes. Our new TaxOffice Addon Platform allows you to create a custom workflow for your Tax Office.

CREATE YOUR CLIENTS PDF

You can use our system to send a eSignature request for any type of PDF. Everything from a simple contract, W2/1099 Employment Information, or even a full Tax Return for Tax Professionals.

UPLOAD AND SEND FOR SIGNATURE

Upload, or Create and Send the PDF off for Signature. If you are sending a Tax Return for signature, your client can sign their tax return while staying 100% IRS compliant.

CLIENT SIGNS AND RETAINS COPY

Once your client(s) have signed the document it becomes encrypted and password protected. You can easily pull up the final copy anytime, and your Client receives their copy to their email.

Get Local Signatures easy with our Mobile Friendly Web portal!

For Local Signatures, you can show your client their tax return screen then allow them to Sign with their Electronic PIN, or hand them any Cell Phone or Tablet and have them sign on that directly.

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Save money with our services

A

Integrate with any Tax Software

Use any PDF's that you create. Use our system with any current business platform and find it easy to integrate into your business.

B

No High Price Fees

Our services are very straight forward and easily to navigate. Don't pay high yearly, or per user costs!

C

Organize and Archive Documents

Create an Archive folder with any name to store and catalog all the signed documents you have received.

D

BEING ORGANIZED SAVES MONEY

The average tax preparer spends 5 minutes printing forms to be signed by a customer. For every 100 customers this is over 8 hours of wasted time!

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