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, create an Approval Request.
Upload the documents you want to be signed or approved, along with who these documents are being sent to. A title/note is optional.
If you want the client to approve without a signature, select "Send Without Signatures." Otherwise, "Add signature fields" to continue.
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.
