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Tax preparers now have the ability to request a remote signature from a non-present taxpayer and/or spouse at the time of tax return completion. After authenticating their identity, the taxpayer/spouse can review a PDF of the tax return and sign it using their mobile device.
Get the newest innovative feature that’s integrated directly within eTAX Software.
When signing a tax return or bank application, select RemoteSign.
When signing a tax return or bank application, select RemoteSign.
Tax preparers can view Remote Signature Capture status in the Attached Forms List within the tax return.
• Time stamps ensure compliance
• ERO & Preparer signatures are automatically applied
• The remote signature is stored within the tax returnTax preparers can view Remote Signature Capture status in the Attached Forms List within the tax return.
• Time stamps ensure compliance
• ERO & Preparer signatures are automatically applied
• The remote signature is stored within the tax return
After the tax preparer clicks RemoteSign, the Remote Signature Options screen pops up asking which method the taxpayer/spouse would like to use to sign the tax return (based on information collected in the Client Data screen).
The taxpayer receives a text message or email (based on their selection) with a link to validate their identity.
The taxpayer validates their identity with:
• Last 4 digits of SSN
• Date of Birth
• Last Name
After validating their identity, the taxpayer clicks the document link to review the tax return documents.
eTAX now offers a fast, easy-to-use software module that can give you an accurate estimate of your customer’s tax refund within minutes. As a stand-alone program from the tax software, the eTAX Estimator has the ability to accurately estimate 1040EZ, 1040A and limited 1040 (net self employment and investment income) type returns.
Gives you complete control over and visibility into each sub-site within their multi-office tax organization.
Get the information your business needs quickly and easily.
Keep your business secure with the ability to customize access for individual employees.
Make a move to the fastest, easiest, and most efficient income tax software created for all tax businesses that specialize in offering quick and accurate tax returns.
Call us at 800-993-3829 or click the button to email us.
