This tutorial will review how to use the custom template to create either a one off signature or recurring signature template. The eSign application is charged per document, with a falling scale per document the more you use. There is no additional monthly fee. The eSign tool can accommodate single signers, spouses and multiple signature requests. The system includes a complete audit trail for compliance.
No additional monthly fee – pay per document, as low as .50 each
Integrated into your client portal with your branding
Clients can sign from anywhere, including mobile
Template library with 7216 disclosures, engagement letters, and IRS efile authorization form 8879s