Every tax return that you create will be output to an Adobe PDF file. Built-into Adobe Acrobat DC Pro is an easy way to have your clients electronically sign his/her tax return - they can even use the computer mouse to sign their name if you don't have signature pads.
In the PDF that is created simply click the "Sign" button (located in the upper-right hand corner)... a box will pop-up... select "draw my signature"... the client will then sign his/her name using the computer mouse (or signature pad if you have one)... click OK/Save, and he/she will drag-and-drop the signature each place on the return that requires a signature. Save the file and you're done. It's that easy.
Secure & Transfer-able - If you save the file to an online web storage account such as Dropbox, Google Drive, or PortalSafe, your document is safe, secure, and resides off your computer. Finally, since the PDF files are non-proprietary, you can store and transfer your clients' files freely, no matter what your software/computer situation is down the road (unlike competitors' software that keeps you tethered to their software/storage solution in order to retain and access signed files) - the files are yours and you can store and move them as you see fit.
"DocuSign" is another optional PDF solution that integrates beautifully with the software. While not necessary if you use Adobe Acrobat DC Pro, DocuSign allows you to securely send PDF's for signature (using an access code password), and even highlight where the taxpayer should sign. Your clients can even access and sign their return on their cell phone.
Launch all your offices into the 2019 season with paperless capabilities - quickly, easily, and without expensive scanners, e-readers, or signature pads.