E-Signatures and Secure Return Delivery

The final stage of the tax workflow is all about speed and security. In this lesson, we’ll show you how to automate the delivery of completed tax returns and collect signatures without leaving Soraban.Key Learning Points:

• Setting up automated email notifications for clients.
• Configuring KBA (Knowledge-Based Authentication) for IRS-compliant e-signatures.
• Automating invoice generation upon document download.

Pro Tip: Enable 'Auto-Reminder' to nudge clients who haven't signed their documents within 48 hours.