Send tax returns for signature (Beta)
Send a prepared return to the client for review and signature, follow it in the tracker and review the signed return. Your practice lodges in its own software.
Recorded on a demo practice with fictional data. English narration with captions.
10/10/2026 • 2 min • tutorials
Send a prepared return to the client for review and signature, follow it in the tracker and review the signed return. Your practice lodges in its own software.