E-Signatures for Tax preparers
Between January and April a preparer is chasing one signature per return, times several hundred returns. Agree.Solutions lets you fire off organizers, engagement letters and filing authorizations from the desk you are already sitting at and track the stragglers on one screen.
Documents Tax preparers sign
- Tax preparation engagement letters
- Client organizers
- Filing authorization forms
- Dependent and filing status questionnaires
- Extension authorizations
- Amended return approvals
Why faster agreements matter
- One signature per return, several hundred returns deep
- Married filers rarely sit down together
- Deadline week leaves no time for mailed paperwork
How Tax preparers use Agree.Solutions
The taxpayer signs the engagement letter when the organizer goes out and the filing authorization once the return is reviewed; a joint return needs both spouses, which is often two separate sends.
Upload your agreement, add a reusable company info box, place signature and date fields, and send a secure link. Your client signs on any device, you get notified, and everyone receives a completed copy with a certificate of completion.
Tax Preparer e-signatures by city
Related industries
Start sending documents for signature today
Free to start — 3 documents a month, no credit card required.