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.