NEW & ONLY WITH INTUIT

Secure signing.
No extra cost.

Intuit offers the only tax solution that includes digital signatures and KBA for all your tax clients with no additional fee.* Intuit Sign is built into your software, so you can send, track, and complete signature requests as part of your workflow.

Woman Working Thoughtfully at Laptop in Office Setting

Signing that keeps work moving to completion

Included with your software, Intuit Sign removes friction from the final step of the tax process. This built-in feature helps you send, track, and complete signature requests without added tools, fees, or disruption.

 Here’s how it supports your practice day to day:

Signing stays inside
your workflow

Keep signing where your work already happens—from request to signed return.

Built-in compliance,
built for tax workflows

KBA is included for Forms 8878 and 8879, with access code and email authentication options available.

One place for all your
signing needs

Send IRS Forms 8878 and 8879, engagement letters, estimates, invoices, and more without switching tools.

Always know where
signatures stand

Track every request at a glance with real-time updates, client progress indicators, and a complete audit trail.

Let automated reminders
handle the follow-ups

Track signature requests in real time and see exactly where each one stands. Remind clients automatically so returns don’t stall.

Support multiple signers
when returns require it

Add up to two signers for individual returns, including married filing jointly. For business returns, designate the signer and send the request within the same workflow.

Have questions? We’ve answered the ones that matter most.

From pricing and prior-year eSignatures to KBA requirements and client experience, here’s what you can expect with Intuit Sign.

What is Intuit Sign?

Intuit Sign is an electronic signature solution built into your Intuit tax software. It allows clients to securely view and sign documents from any device. You select the forms and documents that require signatures, attach them to a request, and send them by email, without leaving your tax workflow.

How is it different from other signature solutions?

Intuit Sign is fully integrated into ProConnect, Lacerte, and ProSeries. There’s no need to manage a separate tool or log-in.

It helps you:

Pre-populate popular tax forms with client data
Manage signature requests and statuses alongside returns
Customize and automate reminders
Generate audit trail reports with timestamps
Archive copies of signed documents

And unlike many third-party solutions, signatures and KBA are included for all your tax clients with your active software license. Intuit Accountants offers the only tax prep software that includes signatures and knowledge-based authentication for all tax clients with no additional charge.*

What forms are eligible for Intuit Sign?

Intuit Sign can be used to sign any document for your tax clients. Some examples include: Any individual or business forms** (including IRS Forms 8878 and 8879), engagement letters and firm agreements, request for transcript (Form 4506-T), confidentiality agreements (NDAs), estimates and invoices, and more.

What happened to eSignature?

eSignature is not available for purchase starting tax year 2026. Instead, Intuit Sign digital signatures and KBAs will be included for all your tax clients with your software license. No additional purchase necessary.

What if I need to use eSignatures for tax year 2025 and prior year extensions?

Intuit Sign will be available starting tax year 2026. Prior to tax year 2026, eSignature will still be available for purchase and use in your tax year 2025 and prior year product. For example, if you need to send a signature request for a tax year 2024 or 2025 return, you would still use eSignature.

Where do I purchase signatures for tax year 2025 extensions or past returns?

If you previously purchased unlimited eSignatures for tax year 2025, then you will be able to use eSignature in your 2025 tax software until December 31, 2026.

If you need to purchase signatures for tax year 2025 and prior, then you can purchase eSignature bundles in your ProConnect tax software or in MyAccount for Lacerte or ProSeries until November 2026.

After the tax year 2026 product release, you will use Intuit Sign for any tax year 2024 -2026 signatures.

What will happen to my remaining eSignature balance?

All eSignature balances are tied to the tax year for which you purchased them. If you have a remaining balance for tax year 2025, then the eSignature will still be available for use in your tax year 2025 product. Previously purchased bundle eSignatures will be supported until December 31, 2028 for tax years 2023, 2024, and 2025. Previously purchased unlimited eSignatures will be supported until December 31, 2026 for tax year 2025.

Can I see the status of every request?

Yes. Your dashboard updates in real time. You can quickly see whether a request is Sent, Delivered, Completed, Partially signed, Declined, Voided, Expired, or if authentication failed.

How does Intuit Sign verify the recipient’s identity?

Intuit Sign uses two different ways to verify identity:

Knowledge-based authentication (KBA): Validate recipients with a set of questions using information like past addresses, vehicle ownership, and more. This IRS-compliant authentication is required for Forms 8878 and 8879. KBA authentication is required only for the first year. Returning clients can verify their identity with an access code.
Access code authentication: Assign and send a unique 6-9 digit code to a client to verify their identity.

How do I purchase Intuit Sign?

Intuit Sign is included with your active tax software license. If you have an active software license, you automatically have access to Intuit Sign digital signatures and KBAs for all your tax clients. No additional purchase necessary.

How do I get started?

Training resources and live sessions will be available ahead of tax season, giving you and your team the support needed to get up and running smoothly.

If you have additional questions in the meantime, please contact us at the phone numbers below:

Lacerte: 800-933-9999
ProSeries: 800-434-6818
ProConnect: 800-200-7599

Where can I see the full list of FAQs?

Additional help and FAQs can be found in the Intuit Sign support article

- Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.
- Intuit Sign:
  The ability to add e-signature fields to all forms and documents, including business forms, is designed to be used at the preparer’s discretion. Per the current IRS Guidelines, electronic signatures are only accepted for the Individual Modules. Please review IRS Publication 4163 and PMTA- 2018-08 for more detail. It is your responsibility to keep updated and compliant on which forms can be used/recognized in connection with federal and state e-file tax returns and authorizations. Additional terms and conditions apply. For more information, please visit https://accountants.intuit.com/intuit-sign/.
- Knowledge based authentication (KBA):
  Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer’s name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a “soft inquiry” in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer’s credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer’s personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.
- Electronic signature exclusivity claim:
  Based on publicly available data on electronic signature features from leading professional tax software competitors as of January 28, 2026.

Secure signing. No extra cost.

Signing that keeps work moving to completion

Signing stays inside your workflow

Built-in compliance, built for tax workflows

One place for all your signing needs

Always know where signatures stand

Let automated reminders handle the follow-ups

Support multiple signers when returns require it