Electronic signatures & Client Approvals
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.