You can send documents to your clients for signature directly from TaxCycle, track the receipt of those signatures and download them from within TaxCycle. (To send a document for signature from the TaxFolder Client Dashboard, see the Send a Document for Signature from TaxFolder.)
The example below shows how to send the AuthRep worksheet for signature by printing a single form. You can use the same settings when configuring a print set, or when printing a different template or form. If the AuthRep form is part of the print set, all the pages of the PDF go to TaxFolder with the appropriate fields on the form marked for signature.
For a complete list of forms and templates in TaxCycle that support electronic signatures, see Forms and Templates That Support E-Signatures.
Yes, signature requests expire after 14 days however, it is possible to resend the email if need be. Check out the Client Email Notifications From TaxFolder help topic for more information.
The TaxFolder page in options allows you to show or hide check boxes on Printer and PDF Output Options.
These new options work with the Notification Settings in TaxFolder. To disable invitation emails for all new clients, regardless of what you set in options or when printing, change the setting in TaxFolder.