Collect e-signatures / Engagement Letters (including KBA)
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!
C
Cortnie Fetzer
Ben Stein check out sign well they have api integrations for these types of platforms.
B
Ben Stein
Cortnie Fetzer thank you!
E
Elaine Sims
And acknowledgment of year end reports before they go to a tax preparer, employee and vendor information before W2 & 1099 prep, so many things that a signature is so important for.
W
Wayne Higdon
I would use esignatures for bank rec and report signatures
S
Susan Nelson
This would be amazing!!
C
Candice Whitley
Yes !! Omg please
J
Jo Christiansen
Could you make them KBB compliant for tax clients also?