Electronic signatures & Client Approvals

Electronic signatures & client approvals

This article outlines how you can send final docs to your client for signature or approval while utilizing the payment lock feature
Electronic Signatures & Client Approvals

With Taxaroo you can collect electronic signatures and client approvals of any document.

From the Final Documents section of a client's job, simply create an Approval Request

Upload the documents you want signed or approved, along with who these documents are being sent to.  A title/note are optional.

If you just want the client to approve without a signature, select "Send Without Signatures".  Otherwise, "Add signature fields" to continue on.

Drag and drop any required signature fields, and select "Send for Signature" to complete!

The status on signatures/approvals is automatically updated and viewable in your dashboard or client job page.