In accordance with IRS Publication 1345, authorization forms signed remotely must go through certain identity verification requirements known as KBA (Knowledge Based Authentication).
Our e-signature capabilities support KBA by requesting users to verify the following fields before signing a document:
Social Security Number
When sending a document for approval or signature, KBA fields will automatically populate with the relevant information from a client's interview. You can also manually add this information in:
You can also opt to not use KBA by simply unchecking the box titled Enable KBA for this approver
When a signature or approval request is sent, your client will receive an email with the link to sign. Upon clicking, they'll be able to complete the KBA authentication and provide their signature or approval: