*A client is one individual or entity for whom you file a tax return; a family of four with four returns filed is considered four clients.
Add e-signatures to your tax practice. Get unlimited signatures for up to 500 clients (more if you add licenses). Clients can easily sign from their phone, tablet or computer and download a copy for their records.
Invite your clients to their client portal to safely send you financial documents. Securely send returns back to them for review before filing. From tax preparer to client and back again, in no time and without leaving your desk.
Request signatures or send documents for review directly from TaxCycle. TaxCycle automatically tracks e-signatures in its workflow. Download signed documents from within TaxCycle. Search the Client Manager on document signature status.