Capture client signatures digitally using eSignature for TaxWise and TaxWise Online.
ESignature Allows You to Easily and Securely Take Advantage of the Cost-Effective Convenience of eSignatures for Tax Forms.
Ready to save time, minimize costs, and enhance client relationships with electronic signatures? Add eSignature when checking out and benefit from:
- Electronic Filing Integration
Improve efficiency of your filing process from start to finish with Wolters Kluwer’s electronic filing system. When a 1040 is ready for signing, the system generates an e-mail to the client, tracks the form’s completion, and sends automated reminders if needed.
- Enhance Client Relationships
Deliver services your clients want and expect. Strengthen your reputation as a client-focused, technology-savvy business by offering eSignature options to your clients.
- Collect Digital Signatures In-Person or Remotely
eSignature for TaxWise Online allows tax preparers to collect taxpayers’ signatures both in-person and remotely. The ala carte option is charged on each return tied to an eSignature event and is invoiced weekly at the start of tax season. When documents are sent for signature they are sent via an “envelope.” The fee is assessed at the time the envelope is sent to the taxpayer for signature. Each envelope is charged at the rate of $2.99. Envelopes may contain 1 or more documents for signature.
Add eSignature to your TaxWise or TaxWise Online software and
stay compliant by keeping your clients’ information secure!
TaxWise Desktop eSignature
TaxWise Online eSignature
Taxwise Online eSignature
Ala Carte Package