Remote Signature
Convenient tax return completion for your customers
Guru Professional Tax Software customers has 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 Guru Professional Tax 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. After validating their identity, the taxpayer clicks the document link to review and sign the tax return documents.
Tax preparers can view Remote Signature Capture status in the Attached Forms List within the tax return.
- Time stamps ensure compliance
- The remote signature is stored within the tax return