Intuit HelpIntuitLearning more about Intuit Sign
by Intuit• Updated 2 days ago
Intuit Sign is coming with your tax year 2026 software release. Here's a quick look at what that means for you and what to expect next.
What's changing
Beginning in tax year 2026, Intuit Sign will be replacing eSignature. Intuit Sign is a new digital signing feature built into your Intuit tax software that gives your clients a secure way to view and sign documents from any device. You'll be able to request signatures and knowledge-based authentication (KBA) for all your tax clients with no additional charge, while staying inside your workflow.
Table of contents:
What is 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 Tax, Lacerte, and ProSeries. There's no need to manage a separate tool or log-in.
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.
Here are the ways Intuit Sign can make your practice more efficient:
- Pre-populates popular tax forms with client data and signature locations
- Manages Intuit Sign requests, delivery, and signature statuses while tracking your work on client returns
- Customizes and sets automatic reminders to notify your clients
- Prewritten email templates
- Automates audit trail reports for every Intuit Sign request activity, including timestamps detailing when a request is sent, viewed, signed, or failed identity authentication, along with a certification of completion of the executed document itself
- Archives an unalterable "authoritative copy" of important documents
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)
- LLC formation documents
- Confidentiality agreements (NDAs)
- Power of attorney agreements
- Asset purchase agreements
- Reference documentation
- Estimates and invoices
- And more!
How does Intuit Sign work?
How does it work in my tax software?
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.
How can I see the status of my Intuit Sign?
New client statuses will automatically update based on their progress so you can quickly move on or identify issues without leaving your tax dashboard. Statuses include:
- Sent
- Delivered
- Signature Completed
- Partially signed
- Multiple
- Declined
- Authentication failed
- Voided
- Expired
Can I include more than one recipient?
For business tax returns or documents, only one recipient may be added. For individual returns (1040), up to two recipients may be included on married filing joint: the primary taxpayer and the spouse.
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.
What happens if my client cannot authenticate the KBA (Knowledge-based authentication)?
The status of the Intuit Sign will show as "Authentication failed". Void the request and simply resubmit the Intuit Sign request. The system will populate new questions for your client to try again. If the client fails KBA three times, they will need an alternative method for authentication.
Can I cancel an Intuit Sign request?
If a signature status is marked as "Complete", it can no longer be canceled. Simply resend the document with the necessary edits. For incomplete requests, you may void the request on your Intuit Sign dashboard or main menu within your tax product.
What happened to eSignature?
Can I still purchase 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.
Getting started
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 send signatures?
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.
What does my client see?
We'll provide training resources and a video walkthrough of the taxpayer experience ahead of tax season, so you can confidently guide your clients and ensure a smooth, uninterrupted experience.
I still have questions about Intuit Sign. Where can I find support?
More training and resources will be made available closer to launch. If you have additional questions, you can find help for your product at the relevant links:
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