Answered
In-Office Signing for Non-Tax Returns
Would like to be able to have clients sign non-tax return documents (engagement letter, bank disclosure, promissory note, etc.) in the office. Could work the same way as signing a tax return only it pulls up other documents that have been sent or need to be filled out by the client.
Would also be nice if there was an option in which you could create templates within SafeSend Signatures, so you don't have to recreate your fields/documents each time. It would be even better yet if we could generate a signing link (I think that someone else may have posted about this as well) where staff can easily access these templates. We have used RightSignature in the past for this as a reference for what I am talking about.
Comments
Hello Austin!
I believe this creates a certain level of flexibility that could be useful. I've sent it to our Product and Development teams for review!
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