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SAVE TIME AND GO PAPERLESS

NOW YOU AND YOUR CUSTOMERS CAN SIGN DIGITALLy

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  • To offer your customers the ability to sign documents remotely, check out BzPro E-Sign – Online. You can send the customer documents via BzPro Portals  and the customer can sign them on their mobile device or computer.

  • BzPro E-Sign – In Person is fully integrated in BzPro Tax, making it easy to incorporate into your existing workflow. Simply review the return on screen, allow the taxpayer to sign each signature document using a signature pad, and apply your digital signature to complete the process.

  • E-signatures are authentic, tamper-proof, and securely bound to your customer’s return.

  • E-signatures eliminate the need to print, sign, and scan back into the BzPro Documents, saving valuable time.

  • A preparer’s digital signature can be created one time and applied to each return on-the-fly.

  • Choose Sign Now and complete the e-signing process immediately. Or choose Sign Later and the document is stored in the client’s Document Manager folder. Initiate the e-signing process from the Document Manager when ready to sign. Either option, Sign Now or Sign Later, will automatically save the PDF document in the client’s Document Manager folder.

  • Standard PDF printing options are available, such as watermarking and password protection.
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