(844) 529-3054

Sales | Customer Service

Mon - Fri: 9:00 AM - 9:00 PM
Saturday 9:00 AM - 7:00 PM

Saturdays (Appointment Only)

REMOTE SIGNATURE FEATURE

Your clients can sign their tax documents on their mobile device! Expand the reach of your business

The Tax Bizz customers 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.

  • Save time by completing the tax return without the need to have the taxpayer/spouse in your office
  • Give your customers the convenience of finalizing the tax return from the comfort of their home
  • Remotely signed return is securely stored within The Tax Bizz Software for easy access at a later date

How it Works

When signing a tax return or bank application, select RemoteSign.

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

Get the demo

CALL US FOR DETAILS: (844) 529-3054
Follow Us
The Tax Bizz | (844) 529-3054 | info@thetaxbizz.com