In just 3 steps, you’ll have access to your 5 free eSignature envelopes.
How to take advantage of your 5 free eSignatures immediately
1
Log in to Lacerte and select the 5 free eSignatures button. (This button appears in the top right corner of the screen for all new eSignature customers only.)
2
Select the Enable my 5 free eSignatures button to accept your free trial.
3
Watch the See How it Works video. Or if you’re ready to send your first eSignature, select the Send it now button.
1
Log in to ProConnect and select Settings from the menu in the lower left corner of the sceen. A pop-up window will open.
2
Select Client Authorization eSignatures from the tools menu on the pop-up window.
3
Select the Claim Yours Now button to open the How eSignature Works page.
1
Log in to ProSeries and select eFile Center from the Homebase view dropdown menu in the top left corner of the screen.
2
The right rail will populate automatically. Now, select the Get 5 Free eSignatures button. You’re ready to go.
3
If you’ve had an eSignature trial in the past, you can see your eSignature balance in the top right corner of the screen.
Enjoy all the benefits of eSignature
Enjoy all the benefits of eSignature
