Collect e-signatures / Engagement Letters (including KBA)
complete
A
Ann Roth
This feature needs to be available to ALL Keeper users. Those of us that are not doing taxes, nor qualify for the Tax Suite platform - need this very much too! Please!!! Feeling punished for being small and/or just doing bookkeeping :(
E
Elaine Sims
Now make this available OUTSIDE of Tax Suite, PLEASE!!!
A
Amy Iannone
Yay!!!!!!!!! Thank you :)
H
Heather Palmer
I would love this! And other forms if possible
J
Jillian Plank
complete
E
Elaine Sims
Jillian Plank Now make this available OUTSIDE of Tax Suite, PLEASE!
M
Meagan Smith
Yes please! 🙏
B
Brittani Clark
Yes! KBA would be amazing. Currently using Encyro, but would love to consolidate to one platform.
In the meantime, a basic e-signature tool (with audit trail) for the engagement letters (tax and bookkeeping) would be very helpful!
B
Ben Stein
Merged in a post:
Taxes: E-Sign/KBA
T
Tyler Otto
For us to fully user Keeper for taxes, we need to be able to have clients sign documents via KBA. I know you already have this on your roadmap, but wanted to get a specific request in for KBA.
A
Amy Iannone
I second this!
D
Dane Janas EA
Upvoting this - KBA is a necessary evil when we're talking about clients' e-signatures on anything to do with tax!
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