Deliver packages the return, collects signatures, and handles client follow-up in one place — so finished returns don't sit waiting on clients.
Assemble the package. Send it out. Chase signatures. Follow up when clients get stuck or do nothing at all. What should feel simple turns into more back-and-forth that drags on for days.
Clients are pushed into separate signing tools, or even an in-person office visit just to complete the return. Admin keep chasing signatures, answering questions, and resending documents.
A finished return isn't a closed return. Until the client signs and pays, the work isn't done. And the team isn't free to move on.
to close a return — from sending the package to signed and paid, in one link.
Instead of piecing together separate tools and chasing clients to finish the last step, your team simply sends the return package. Deliver handles the signature process, tracks what is still pending, and keeps everything moving in one place.
Assemble and send completed returns from one place. The final step doesn't depend on separate tools, extra handoffs, or manual work to hold it together.
Signing is built into the experience — not pushed into another system. Clients can review and sign 8879s in a simpler, guided flow that makes it easier to complete the return.
Deliver tracks progress and automates follow-up, so your team can see what is complete, what is pending, and where action is needed — without chasing every client.
Return delivery, e-signature, and automated follow-up — all in one workflow your team can trust.
A guided, IRS-compliant 8879 signature flow built for clients — not tax professionals. No separate tools, no login, no confusion. Clients open one link and complete everything.
See exactly where every return stands — sent, opened, signed, paid. Deliver automatically follows up with clients who haven't completed their part, so your team doesn't have to.
Many firms already have ways to send documents. The hard part is getting the final step completed. Deliver brings return packages, signatures, and follow-up into one workflow so your team isn't managing gaps between disconnected steps.
Designed specifically for tax return delivery, with workflows for packaging, signing, and follow-up that match how firms get completed returns out the door.
Deliver connects delivery, client action, and follow-up in one workflow. The final step doesn't break apart across separate tools and manual tasks.
One place to track progress. A simpler path for clients to review and sign. Less friction on both sides of the workflow — and fewer delays to closing.
Deliver helps your team send return packages, collect signatures, and keep clients moving without the manual follow-up. Fewer delays, less back-and-forth, a smoother final step.