Remote Signature Feature
Your clients can sign their tax documents on their mobile device!
Expand the reach of your business
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.
- 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 Royalty 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.
The taxpayer validates their identity with:
- Last 4 digits of SSN
- Date of Birth
- Last Name