REMOTE SIGNATURE CAPTURE

Convenient tax return completion for your customers

Features
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CrossLink Professional Tax Software 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.

How it Works

When signing a tax return or bank application, select RemoteSign.
Remote Signature Capture
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).
Remote Signature Capture
The taxpayer receives a text message or email (based on their selection) with a link to validate their identity.
Remote Signature Capture
The taxpayer validates their identity with:
Remote Signature Capture
After validating their identity, the taxpayer clicks the document link to review the tax return documents.
Remote Signature Capture
Once the tax return documents have been reviewed, the taxpayer selects I've read the document checkbox, signs on their mobile device with their finger, and selects Submit to send the signed tax return to the tax office.
Remote Signature Capture
Tax preparers can view Remote Signature Capture status in the Attached Forms List within the tax return.
Remote Signature Capture
View pending signature requests directly on the Work in Progress Summary under Exceptions/Rejects.
Remote Signature Capture
 
 
 

Getting Started

© 2016 Petz Enterprises, LLC
PUTTING CUSTOMERS FIRST SINCE 1974
PUTTING CUSTOMERS FIRST SINCE 1974