Still have questions? Simply call our team of experts at 844-877-9425.

Requesting signatures in Lacerte
Learn how to start a request, add documents, recipients, invoice, and reminders in under 3 minutes.

An overview of the eSignature dashboard
See how you can access eSignature from different points in Lacerte.

How to request signatures and get paid
Send an invoice at the same time you get your clients to sign, only with Lacerte.

Request signatures for non-tax documents
Upload engagement letters or receipts for clients to sign off on to be even more efficient.

eSignature helps South Carolina firm expand and elevate its client experience
See how Cindy uses eSignature in her firm to save her and her clients time.

Leppert Group uses eSignature to scale their firm
Explore the different ways Leppert Group has grown their firm with the help of eSignature.

Requesting signatures in ProConnect
Learn how to start a request, add documents, recipients, and reminders in under 3 minutes.

An overview of the eSignature dashboard
Request status, send reminders, and download completed forms from the Tax Returns hub.

Request signatures for non-tax documents
Upload additional documents from an engagement letter to a receipt to be even more efficient.

eSignature offers Oakton Tax & Accounting true time and cost savings during tax season—and beyond
See how Josh is saving time for himself and money for his clients with eSignature.

Sheika Square uses eSignature to work more efficiently
Take a look at the ways Sheika uses eSignature in her firm to better serve her customers (and herself).

Requesting signatures in ProSeries
Learn how to start a request, add documents, recipients, and reminders in under 3 minutes.

An overview of the eSignature dashboard
Request status, send reminders, and download completed forms from the Tax Returns hub.

Request signatures for non-tax documents
Upload additional documents from an engagement letter to a receipt to be even more efficient.
Support
Helpful Links
Speak to an expert
-
Lacerte
800-933-9999 -
ProConnect
800-200-7599 -
ProSeries
800-434-6818
FAQs