Ensuring eSignature Legality for Technical Support in the United States

How to eSign a document: eSignature legality for Technical Support in United States

okay jane now that we've completed your return it's time to sign for it what we'll be doing is initialing two sets of consents and then signing to transmit the returns and to remind you these did print in your packet but our first consent is that your information is confidential and protected with us we don't share any information about you with anybody but we do examine information on the returns to be able to train our volunteers to do quality tax returns and we'll be asking for your initials on that consent if you're in agreement the second consent is on the disclosure of information and while our services are free of charge to you we do have to raise money to provide the paper and printers etc so we do publish an annual report that's collective information about how many returns we did refunds we generate tax we collapse etc but we never identify any individual's information in those reports without a separate consent from you is that understandable great and then finally we'll be signing to be able to transmit both your federal and state returns to irs in the state and that will be your full signature like any other legal document we'll be using the signature pad but give me a moment to bring up the consent form and this is the current year i need to type in your name there's my mouse and jane and it was d-o-e right great so that's the proper location so first up will be those set of initials and then using this pad and pen you won't see anything there it will transfer right to the computer just put your initials jd is good enough great and that's what it looks like i'll click finish to capture that the next consent that we won't identify you in the reports your initials please excellent and then finally to transmit your federal and state returns is your full signature excellent we'll capture that i'll click submit and we'll wait a second to make sure that goes through without a problem all good you're all set thanks so much for coming in today do remember to take all of your personal belongings with you and your copies and we'll look forward to serving you again in the future thank you thank you okay looks like we have our next customer ready to go hi my name's ed uh what year did you file um 2020. oh okay let me get to that one all right and are you married okay well click married so it adds a field for the spouse and who was listed first on your return um i was okay and your first name please ruby are you b y great and last name taxpayer is that 1x yes does that look correct to you yep great and your name sir joseph okay same last name joseph yes sir whoops i'm not the world's best typist so what we'll be doing is reviewing two consents the first that your information is safe and confidential with us we don't share anything with anybody we do look at info to better train our volunteers on how to do quality returns the second consent is on the release of information while the service is free to you we do need to raise money so we publish an aggregate report once a year that includes how many returns we did refunds we generate tax collected type of tax credits etc and you have copies of these in your packets but you should know that no personal information is ever in any of our reports so it's just this kind of collective numbers that we do and then we'll be signing to transmit your federal and state returns so first up will be ruby we'll use this pad in pen you won't see anything on the pad as you sign it transfers right to the computer and first up is a set of initials that you understand your info is safe with us great and another set of initials on that second consent that we don't identify you in our reports and finally your signature to transmit the returns please excellent we'll pass the pen to joe only one second first up your initials on that first consent your info safe blah blah you need to capture that another set of initials that we don't identify you blah blah and finally your signature please sir great and we'll submit that and that went through just fine thank you so very much any questions no i don't think so great we look forward to serving you again in the future have a great day