Electronic Signatures & Client Approvals

Electronic Signatures & Client Approvals

In this article, we'll explain how you can efficiently request electronic signatures and client approvals for your documents using Taxaroo's payment lock feature.

Taxaroo enables you to collect electronic signatures and client approvals for any document you need. Here's how you can do it:

  1. Access the client's job and navigate to the "Final Documents" section.
  2. Create an Approval Request by uploading the documents that require signatures or approval. You can also specify the recipients of these documents. Adding a title or note is optional but can be helpful for clarity.
  3. If you want the client to approve the document without providing a signature, choose the "Send Without Signatures" option. Otherwise, if signatures are needed, select "Add signature fields" to proceed.
  4. Drag and drop the required signature fields onto the document where the client needs to sign. Once you've set up the signature fields, click "Send for Signature."
  5. The status of the signatures and approvals will be automatically updated and viewable in your dashboard or client job page. This allows you to track progress and stay informed about the document's status.

By following these straightforward steps, you can efficiently handle electronic signatures and client approvals using Taxaroo's user-friendly interface and payment lock feature. This simplifies the process and ensures a secure and streamlined workflow for your document management needs.

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