Intuit eSignature

Hassle-free, secure, IRS-compliant, 8879 signatures in less than a day.

Stop chasing your “problem” clients for signed documents this tax season. Intuit eSignature (powered by DocuSign) helps you to get signed 8879 forms back faster – eliminating your client’s need to fax, scan, hand-deliver or email the form back to you. Plus Intuit eSignature securely and seamlessly integrates into your tax software so you don’t have to change your workflow. It's easy for your clients and easy for you to use.

Description

  • Once you’ve completed the return, click “Request Signature” from the client view in your tax software.
  • In the “Request Signature” that appears, you’ll notice that the tax payer’s name and email address is already populated. A completed 8879 form is also attached.
  • Click “Send” and the software, using DocuSign technology, sends an email to your client with the attached 8879 for their signature.
  • The client completes 3 short, security questions to validate their identity.
  • Once approved, the client will be able to view the 8879 form and sign using any device they wish.
  • Once the client signs the document, they click “Done”. This automatically updates their status in your tax software to know that the form has been signed.
  • From there, you can file the return.
  • To view a copy of the form, click the “Completed” link next to the tax payer’s name on your client dashboard. You can then save the file to your own document storage service for reference later.

Key Benefits

  • Seamless integration into tax software
  • Automatically imports client data into the federal and state 8879 form
  • 1 year online storage of all signed 8879 forms
  • 5 FREE trial (expires in 90 days)

Resources

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Compatibility / Version Information

  • Only compatible with Lacerte Professional Tax Software, ProSeries Professional Tax Software, Intuit Tax Online. Not ProSeris Basic Tax Software.

About the Partner

Intuit Inc. creates business and financial management solutions that simplify the business of life for small businesses, consumers and accounting professionals.

Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier to manage small businesses and payroll processing, personal finance, and tax preparation and filing. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants.

Founded in 1983, the company has approximately 8,000 employees with major offices in the United States, Canada, the United Kingdom, India and other locations.

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