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Stipulate signature request

tax dome youtube academy how to request a signature hello this is rick with tax dome and in this video we will show you how easy it is to request an e-signature from your clients first you need to upload the document to the client's profile and make it visible to them next indicate where the client needs to add their signature you can also add an additional field for the date if you have a married couple who file jointly and both need to sign you can add multiple signers to a document as well make sure that they have portal access to the same account by linking the two contacts one for each spouse to that account when you have a client account that has two user profiles you can select which of them needs to sign a document some documents require knowledge-based authentication also known as kba to verify the identity of a taxpayer if you want to use kba please buy kba credits first each kba attempt per signer costs only one dollar depending on your needs you have the option to add 20 dollars fifty dollars or one hundred dollars to your firm's balance in firm settings once you have kba credits turn on the require kba toggle when signing your client will be asked to verify their social security number and answer five randomly generated questions from their public records you can save changes to your signature layout on the document at any time when you click save your client still can't see your changes when you're ready to send the document to be signed by your client click send once a client has signed a document declined or failed the kba you will receive a notification by email in your inbox plus you can always see the accounts that have pending signatures in the accounts list by using our advanced filters and that's all there is for today if you'd like to check out more helpful videos just like this please be sure to check out our tax dome youtube channel thank you for joining us and have a great day [Music] you