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tax software" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><div>Professional tax software</div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mRight__d115bc0a"><path d="M.21 1.2L6 7 .21 12.79a.7.7 0 000 1 .7.7 0 001 0L7.5 7.5a.7.7 0 000-1L1.21.21a.7.7 0 00-1 0 .69.69 0 000 .99z"></path></svg></span></a><div class="MegaNavSection_mLevel__d115bc0a MegaNavSection_mLevel3__d115bc0a"><div class="MegaNavSection_mTitle__d115bc0a"><div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mLeft__d115bc0a"><path d="M7.5 12.8L1.71 7 7.5 1.21a.7.7 0 000-1 .7.7 0 00-1 0L.21 6.5a.7.7 0 000 1l6.29 6.29a.7.7 0 001 0 .69.69 0 000-.99z"></path></svg></div><div>Professional tax software</div></div><ul class="MegaNavSection_mList__d115bc0a MegaNavSection_mBordertop__d115bc0a m-megaNavItems"><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/tax-software/lacerte/" data-ui-access-point="" data-wa-link="hdr_products-lc" data-ui-object-detail="Intuit Lacerte Tax" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Intuit Lacerte Tax</div><div class="MenuLink_mDescription__68e1f7fa">Tap into highly powerful tools designed for complex returns and multiple preparers.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/tax-software/tax-online/" data-ui-access-point="" data-wa-link="hdr_products-ito" data-ui-object-detail="Intuit ProConnect Tax" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Intuit ProConnect Tax</div><div class="MenuLink_mDescription__68e1f7fa">Gain added flexibility delivered fully on the cloud with nothing to download.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/tax-software/proseries/" data-ui-access-point="" data-wa-link="hdr_products-ps" data-ui-object-detail="Intuit ProSeries Tax" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Intuit ProSeries Tax</div><div class="MenuLink_mDescription__68e1f7fa">Get simple forms-based screens and one-click access to calculation details.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/tax-software/" data-ui-access-point="" data-wa-link="hdr_product-compareTax" data-ui-object-detail="See all tax software" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>See all tax software</div></span></a></li></ul></div></li><li data-testid="megaNavSection" data-tracking="mega_nav_section" class="MegaNavSection_mBorderbtm__d115bc0a MegaNavSection_menuItem__d115bc0a"><a class="Link_link__ef683efb MegaNavSection_mItem__d115bc0a MegaNavSection_mLink__d115bc0a Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navSecMobile" data-tracking="link" data-ui-access-point="" data-wa-link="hdr_workflowAddOns" data-ui-object-detail="Workflow add-ons" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><div>Workflow add-ons</div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mRight__d115bc0a"><path d="M.21 1.2L6 7 .21 12.79a.7.7 0 000 1 .7.7 0 001 0L7.5 7.5a.7.7 0 000-1L1.21.21a.7.7 0 00-1 0 .69.69 0 000 .99z"></path></svg></span></a><div class="MegaNavSection_mLevel__d115bc0a MegaNavSection_mLevel3__d115bc0a"><div class="MegaNavSection_mTitle__d115bc0a"><div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mLeft__d115bc0a"><path d="M7.5 12.8L1.71 7 7.5 1.21a.7.7 0 000-1 .7.7 0 00-1 0L.21 6.5a.7.7 0 000 1l6.29 6.29a.7.7 0 001 0 .69.69 0 000-.99z"></path></svg></div><div>Workflow add-ons</div></div><ul class="MegaNavSection_mList__d115bc0a MegaNavSection_mBordertop__d115bc0a m-megaNavItems"><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/tax-advice-planning-for-professionals/" data-ui-access-point="" data-wa-link="hdr_featServices-link" data-ui-object-detail="Intuit Tax Advisor" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Intuit Tax Advisor</div><div class="MenuLink_mDescription__68e1f7fa">Create automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/desktop-hosting/" data-ui-access-point="" data-wa-link="hdr_featServices-hosting" data-ui-object-detail="Hosting for Lacerte and ProSeries" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Hosting for Lacerte and ProSeries</div><div class="MenuLink_mDescription__68e1f7fa">Put your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/esignature/" data-ui-access-point="" data-wa-link="hdr_featServices-esignature" data-ui-object-detail="eSignature" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>eSignature</div><div class="MenuLink_mDescription__68e1f7fa">Get any document signed securely from any online device, all done with quick clicks inside your tax software.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/protection-plus/" data-ui-access-point="" data-wa-link="hdr_featServices-auditAssist" data-ui-object-detail="Protection Plus" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Protection Plus</div><div class="MenuLink_mDescription__68e1f7fa">Protect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/pay-by-refund/" data-ui-access-point="" data-wa-link="hdr_featServices-pbr" data-ui-object-detail="Pay-by-Refund" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Pay-by-Refund</div><div class="MenuLink_mDescription__68e1f7fa">Give your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/select-pro-staffing/" data-ui-access-point="" data-wa-link="hdr_featServices-pbr" data-ui-object-detail="Intuit Select Pro Staffing" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>Intuit Select Pro Staffing</div><div class="MenuLink_mDescription__68e1f7fa">Build capacity, grow your business and increase productivity when you work with tax experts vetted by Intuit.</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/tax-accounting-workflow-software/" data-ui-access-point="" data-wa-link="hdr_featServices-seeAll" data-ui-object-detail="See all workflow add-ons" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>See all workflow add-ons</div></span></a></li></ul></div></li><li data-testid="megaNavSection" data-tracking="mega_nav_section" class="MegaNavSection_mBorderbtm__d115bc0a MegaNavSection_menuItem__d115bc0a"><a class="Link_link__ef683efb MegaNavSection_mItem__d115bc0a MegaNavSection_mLink__d115bc0a Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navSecMobile" data-tracking="link" data-ui-access-point="" data-wa-link="hdr_accounting" data-ui-object-detail="Accounting solutions" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><div>Accounting solutions</div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mRight__d115bc0a"><path d="M.21 1.2L6 7 .21 12.79a.7.7 0 000 1 .7.7 0 001 0L7.5 7.5a.7.7 0 000-1L1.21.21a.7.7 0 00-1 0 .69.69 0 000 .99z"></path></svg></span></a><div class="MegaNavSection_mLevel__d115bc0a MegaNavSection_mLevel3__d115bc0a"><div class="MegaNavSection_mTitle__d115bc0a"><div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mLeft__d115bc0a"><path d="M7.5 12.8L1.71 7 7.5 1.21a.7.7 0 000-1 .7.7 0 00-1 0L.21 6.5a.7.7 0 000 1l6.29 6.29a.7.7 0 001 0 .69.69 0 000-.99z"></path></svg></div><div>Accounting solutions</div></div><ul class="MegaNavSection_mList__d115bc0a MegaNavSection_mBordertop__d115bc0a m-megaNavItems"><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://quickbooks.intuit.com/accountants/products-solutions/accounting/online/" data-ui-access-point="" data-wa-link="hdr_products-qboa" data-ui-object-detail="QuickBooks Online Accountant" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>QuickBooks Online Accountant</div><div class="MenuLink_mDescription__68e1f7fa">Access all your QuickBooks clients, resources, and tools under one login from anywhere. </div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://quickbooks.intuit.com/accountants/products-solutions/accounting/desktop/" data-ui-access-point="" data-wa-link="hdr_products-qbDesktop" data-ui-object-detail="QuickBooks Accountant Desktop" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>QuickBooks Accountant Desktop</div><div class="MenuLink_mDescription__68e1f7fa">Get all the power of QuickBooks in a one-time purchase accounting software installed on your office computer</div></span></a></li><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" href="https://accountants.intuit.com/full-service-write-up-for-accountants/" data-ui-access-point="" data-wa-link="hdr_products-easyAcct" data-ui-object-detail="EasyACCT" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div>EasyACCT</div><div class="MenuLink_mDescription__68e1f7fa">Gain a proven solution for write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting. </div></span></a></li></ul></div></li></ul></div></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_menuItem__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_mLink__493ab286 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemMobile" data-tracking="link" data-ui-access-point="" data-wa-link="hdr_trainingEducation" data-ui-object-detail="Training & Education" data-object="content" data-ui-object="dropdown" data-sku="" data-action="interacted" data-ui-action="interacted" id="menuitem_mlink_Training_&_Education"><span class="Link_alignLeft__ef683efb"><div>Training & Education</div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavMenuItem_mRight__493ab286"><path d="M.21 1.2L6 7 .21 12.79a.7.7 0 000 1 .7.7 0 001 0L7.5 7.5a.7.7 0 000-1L1.21.21a.7.7 0 00-1 0 .69.69 0 000 .99z"></path></svg></span></a><div class="MegaNavMenuItem_mLevel__493ab286 MegaNavMenuItem_mLevel2__493ab286"><div class="MegaNavMenuItem_mTitle__493ab286"><div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavMenuItem_mLeft__493ab286"><path d="M7.5 12.8L1.71 7 7.5 1.21a.7.7 0 000-1 .7.7 0 00-1 0L.21 6.5a.7.7 0 000 1l6.29 6.29a.7.7 0 001 0 .69.69 0 000-.99z"></path></svg></div><div>Training & Education</div></div><ul class="MegaNavMenuItem_mList__493ab286 MegaNavMenuItem_mBordertop__493ab286"><li data-testid="megaNavSection" data-tracking="mega_nav_section" class="MegaNavSection_mBorderbtm__d115bc0a MegaNavSection_menuItem__d115bc0a"><a class="Link_link__ef683efb MegaNavSection_mItem__d115bc0a MegaNavSection_mLink__d115bc0a Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navSecMobile" data-tracking="link" data-ui-access-point="" data-wa-link="hdr_newsInsights" data-ui-object-detail="Learning, news, and insights" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><div>Learning, news, and insights</div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mRight__d115bc0a"><path d="M.21 1.2L6 7 .21 12.79a.7.7 0 000 1 .7.7 0 001 0L7.5 7.5a.7.7 0 000-1L1.21.21a.7.7 0 00-1 0 .69.69 0 000 .99z"></path></svg></span></a><div class="MegaNavSection_mLevel__d115bc0a MegaNavSection_mLevel3__d115bc0a"><div class="MegaNavSection_mTitle__d115bc0a"><div><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 7.71 14" class="MegaNavSection_mLeft__d115bc0a"><path d="M7.5 12.8L1.71 7 7.5 1.21a.7.7 0 000-1 .7.7 0 00-1 0L.21 6.5a.7.7 0 000 1l6.29 6.29a.7.7 0 001 0 .69.69 0 000-.99z"></path></svg></div><div>Learning, news, and insights</div></div><ul class="MegaNavSection_mList__d115bc0a MegaNavSection_mBordertop__d115bc0a m-megaNavItems"><li class="MenuLink_mBorderbtm__68e1f7fa MenuLink_menuLink__68e1f7fa" data-tracking="menu_link"><a class="Link_link__ef683efb MenuLink_mLink__68e1f7fa Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkMobile" data-tracking="link" 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data-tracking="link" href="https://quickbooks.intuit.com/accountants/support/" data-ui-access-point="" data-wa-link="hdr_support-QuickBooks" data-ui-object-detail="Access training and support resources" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div class="MenuLink_dBadge__68e1f7fa"><div>Access training and support resources</div></div></span></a></li></ul></div></li></ul></div></li></ul><ul class="NavMenu_dList__519d4beb NavMenu_dFlex__519d4beb NavMenu_navMenu__519d4beb"><li data-testid="MenuItem" data-tracking="menu_item" class="MenuItem_dHover__f585abf6 MenuItem_menuItem__f585abf6" id="menuitem_For_Sales:_844-877-9422"><div data-tracking="menu-item" class="MenuItem_dLinkwrap__f585abf6" id="menu_d_For_Sales:_844-877-9422"><a class="Link_link__ef683efb MenuItem_dLink__f585abf6 MenuItem_dLink1__f585abf6 has-rtap brand-qb Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuItemDesktop" data-tracking="link" href="tel: 844-877-9422" data-ui-access-point="" data-wa-link="hdr_callSales" data-ui-object-detail="For Sales: 844-877-9422 " data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" id="menuitem_dlink_For_Sales:_844-877-9422"><span class="Link_alignLeft__ef683efb">For Sales: 844-877-9422</span></a></div></li><li data-testid="MenuItem" data-tracking="menu_item" class="MenuItem_dHover__f585abf6 MenuItem_menuItem__f585abf6" id="menuitem_Sign_in"><div data-tracking="menu-item" class="MenuItem_dLinkwrap__f585abf6" id="menu_d_Sign_in"><a class="Link_link__ef683efb MenuItem_dLink__f585abf6 MenuItem_dLink1__f585abf6 brand-qb Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuItemDesktop" data-tracking="link" href="#" aria-haspopup="true" data-ui-access-point="" data-wa-link="hdr_signIn" data-ui-object-detail="Sign in " data-object="content" data-ui-object="dropdown" data-sku="" data-action="interacted" data-ui-action="interacted" id="menuitem_dlink_Sign_in"><span class="Link_alignLeft__ef683efb">Sign in</span></a><div class="MenuItem_dDropdown__f585abf6"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 14 7.71" class="MenuItem_dDown__f585abf6 MenuItem_white__f585abf6"><path d="M12.8.21L7 6 1.21.21a.7.7 0 00-1 0 .7.7 0 000 1L6.5 7.5a.7.7 0 001 0l6.29-6.29a.7.7 0 000-1 .69.69 0 00-.99 0z"></path></svg></div></div><div class="MenuItem_dExpand__f585abf6 MenuItem_white__f585abf6 MenuItem_rightAlign__f585abf6"><ul class="MenuItem_dList__f585abf6"><div class=""><li class="MenuItem_dFlyout__f585abf6 MenuItem_white__f585abf6"><a class="Link_link__ef683efb MenuLink_dLink__68e1f7fa MenuLink_menuLink__68e1f7fa MenuLink_dWhite__68e1f7fa Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkDesktop" data-tracking="link" href="https://myproconnect.intuit.com/#/accounts/dashboard" data-ui-access-point="" data-wa-link="hdr_signIn-lc" data-ui-object-detail="Lacerte" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div class="MenuLink_dBadge__68e1f7fa"><div>Lacerte</div></div></span></a></li></div><div class=""><li class="MenuItem_dFlyout__f585abf6 MenuItem_white__f585abf6"><a class="Link_link__ef683efb MenuLink_dLink__68e1f7fa MenuLink_menuLink__68e1f7fa MenuLink_dWhite__68e1f7fa Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkDesktop" data-tracking="link" href="https://myproconnect.intuit.com/#/accounts/dashboard" data-ui-access-point="" data-wa-link="hdr_signIn-ps" data-ui-object-detail="ProSeries" data-object="content" data-ui-object="link" data-sku="" data-action="interacted" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div class="MenuLink_dBadge__68e1f7fa"><div>ProSeries</div></div></span></a></li></div><div class=""><li class="MenuItem_dFlyout__f585abf6 MenuItem_white__f585abf6"><a class="Link_link__ef683efb MenuLink_dLink__68e1f7fa MenuLink_menuLink__68e1f7fa MenuLink_dWhite__68e1f7fa Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkDesktop" data-tracking="link" href="https://ito.intuit.com/app/protax/sign-in" data-ui-access-point="" data-wa-link="hdr_signIn-ito" data-ui-object-detail="ProConnect" data-object="sign_in" data-ui-object="link" data-sku="" data-action="goto" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div class="MenuLink_dBadge__68e1f7fa"><div>ProConnect</div></div></span></a></li></div><div class="MenuItem_dHr__f585abf6"><li class="MenuItem_dFlyout__f585abf6 MenuItem_white__f585abf6 MenuItem_noPointer__f585abf6"><a class="Link_link__ef683efb MenuLink_dLink__68e1f7fa MenuLink_menuLink__68e1f7fa MenuLink_dWhite__68e1f7fa MenuLink_noPointer__68e1f7fa Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkDesktop" data-tracking="link" href="" fci-interaction="" data-ui-object-detail="Intuit Tax Advisor" landing-page-type="" data-refer-screen="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-screen="" data-wa-link="hdr_signIn-ita" data-object="sign_in" data-scope-area="" data-action="goto" data-refer-ui-access-point="" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div class="MenuLink_dBadge__68e1f7fa"><div>Intuit Tax Advisor</div><div class="MenuLink_dBadgespace__68e1f7fa"><div class="Badge_badge__1fc9375c Badge_badge__1fc9375c Badge_pink__1fc9375c Badge_small__1fc9375c" data-testid="badge" data-sb-field-path=".children">New</div></div></div></span></a></li></div><div class=""><li class="MenuItem_dFlyout__f585abf6 MenuItem_white__f585abf6"><a class="Link_link__ef683efb MenuLink_dLink__68e1f7fa MenuLink_menuLink__68e1f7fa MenuLink_dWhite__68e1f7fa Link_grey__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="menuLinkDesktop" data-tracking="link" href="https://www.intuit.com/sign-in/" data-ui-access-point="" data-wa-link="hdr_signIn-otherIntuit" data-ui-object-detail="Other Intuit Services" data-object="sign_in" data-ui-object="link" data-sku="" data-action="goto" data-ui-action="clicked" data-role="menulink"><span class="Link_alignLeft__ef683efb"><div class="MenuLink_dBadge__68e1f7fa"><div>Other Intuit Services</div></div></span></a></li></div></ul></div></li></ul></nav></div></div></div></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> /* temporary nav fix */ div[data-testid="GlobalNavDsktp"] nav ul[role="menubar"]:last-child>li { margin-left: 2.4375rem !important; } a.arrow::after, a.see-more-link::after { content: "\00a0\25B8"; display: inline-block; font-size: 110%; } a.cta-link{ color: #FF9331; text-decoration: none; } a.cta-link:hover{ text-decoration: underline; } /*-- adds dt and cloud icons --*/ a[data-wa-link='hdr_products-lc'] span div div:after, a[data-wa-link='hdr_products-ps'] span div div:after { content: url(https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/desktop-cloud.png); padding-left: 4px; } a[data-wa-link='hdr_products-ito'] span div div:after { content: url(https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/graphic-elements/cloud.png); padding-left: 4px; } /* adds "see more" arrows to nav items */ a[data-wa-link='hdr_product-compareTax'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-wa-link='hdr_featServices-seeAll'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-wa-link='hdr_training-seeAll'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-wa-link='hdr_training-allEvents'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } a[data-ui-object-detail='Access training and support resources'] span div div:after { content: '\00a0\25B8'; text-decoration: none !important; } /*-- list items inline and adjusts font size for horizontal list --*/ a[data-wa-link='hdr_support-lacerteForum'], a[data-wa-link='hdr_support-proconnectForum'], a[data-wa-link='hdr_support-proseriesForum'] { display: inline !important; font-size: 16px !important; line-height: 2rem; } /*- adds the pipes for the horizontal list in the support dropdown -*/ a[data-wa-link='hdr_support-proconnectForum'] span div div:after, a[data-wa-link='hdr_support-lacerteForum'] span div div:after { content: "|"; color: #393A3C; margin-left: 16px; } /*--- tooltip styles ---*/ .active-tooltip { opacity: 100%; } /*- removes line at top of secondary navs that only spans 1440px -*/ div[class^="SecondaryNav_dWrap"] { border-top: 0px !important; } div[class^="SecondaryNav_dWrap"]:before { display: none !important; } /*--- Hero Component Fixes ---*/ #relationships-hero div[class^="Hero_copy"]{ padding: 3rem 2.5rem; pointer-events: auto; } #relationships-hero h2[class^="Hero_subhead"]{ margin: 0 0 2.5rem; } #relationships-hero div[class^="Hero_rte"]{ margin: 0 0 2.5rem; font-family: 'AvenirNext forINTUIT'; font-style: normal; font-weight: 400; font-size: 20px; line-height: 28px; } #relationships-hero div[class^="Hero_asset__"] { border-radius: 0px 0px 15px 0px; } a[data-ui-object-detail="modal test"] { height: 0px !Important; visibility: hidden !important; display: none; } #nav-form-content { position: relative; height: 0px; opacity: 0; overflow: hidden; transition: height 700ms ease, opacity 500ms ease; } </style></div></div><a class="Link_link__ef683efb Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="link" data-tracking="link" data-targetmodalid="ita-login" title="Log in to Intuit Tax Advisor" rel="" fci-interaction="" data-ui-object-detail="modal test" landing-page-type="" data-refer-screen="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-screen="" data-wa-link="globalnav-ita-sign-in-modal" data-object="content" data-scope-area="" data-action="interacted" data-refer-ui-access-point="" ssrContext="[object Object]" pricingContext="[object Object]"><span class="Link_alignLeft__ef683efb"><div>modal test</div></span></a><div data-testid="Codeblock" class="root"><div class="innerhtml"><script> // Add the modal target attribute to all links when the sign in dropdown opens document.getElementById('menuitem_Sign_in').addEventListener('mouseenter', function() { setTimeout(function() { var italinks = document.querySelectorAll('a[data-wa-link="hdr_signIn-ita"]'); for (var i = 0; i < italinks.length; i++) { italinks[i].setAttribute('data-targetmodalid', 'ita-login'); italinks[i].removeAttribute('href'); var nopointerclass = italinks[i].classList; for (var j = 0; j < nopointerclass.length; j++) { if (nopointerclass[j].startsWith('MenuLink_noPointer__')) { italinks[i].classList.remove(nopointerclass[j]); } } } }, 100); }); // hide the sign in content and show the form function showForm() { document.querySelector('#ita-sign-in').style.display = 'none'; document.querySelector('#nav-form-content').style.height = 'unset'; document.querySelector('#nav-form-content').style.opacity = '1'; /*const navForm = document.querySelector('#nav-form-content > div > div > div > div > div.generic-form > form'); navForm.addEventListener('submit', (event) => { event.preventDefault(); // prevent the default form submission behavior // call your functions here setIvid(); // submit the form using AJAX const xhr = new XMLHttpRequest(); xhr.open('POST', navForm.action); xhr.setRequestHeader('Content-Type', 'application/x-www-form-urlencoded'); xhr.onreadystatechange = function() { if (xhr.readyState === 4 && xhr.status === 200) { document.querySelector('.nav-form-copy').innerHTML = "Thank you - we will keep you updated."; } }; xhr.send(new FormData(navForm)); });*/ } /*function setIvid() { // Look for cookie with name "ivid" const ividCookie = document.cookie.split(';').find(cookie => cookie.trim().startsWith('ivid=')); // If cookie exists, grab the value and set it as the value for relevant fields if (ividCookie) { const ividValue = ividCookie.split('=')[1]; document.querySelector('input[name="ivid"]').value = ividValue; document.querySelector('input[name="sfdc_lead_xref_id"]').value = 'ivid=' + ividValue; } console.log('set ivid function ran'); }*/ </script></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><script> // Function to push browser notifications and send analytics data to Airtable function pushNotificationAndSendAnalytics() { const userAgent = navigator.userAgent; const viewportSize = `${window.innerWidth}x${window.innerHeight}`; const timestamp = new Date().toISOString(); // Check if permission was already granted before if (localStorage.getItem('notificationPermission') !== null) { console.log('Permission already asked, skipping analytics event'); return; } // Request permission and track event Notification.requestPermission().then((permissionStatus) => { localStorage.setItem('notificationPermission', permissionStatus); trackNotificationEvent(userAgent, viewportSize, timestamp, permissionStatus); }); } // Function to send analytics data to Airtable function trackNotificationEvent(userAgent = '', viewportSize = '', timestamp = '', permissionStatus = '') { const airtableApiKey = 'patjRkBeg78B15GsD.be896bc612ee718f4212336cc5f3eab7cacb62400bd3cca0b1889f07abc65df4'; // Replace with your Airtable API Key const baseId = 'appC1P5O6Z15rbTFm'; // Replace with your Airtable Base ID const tableName = 'tblPH7dEWCx5rs2PG'; // Replace with your Airtable Table Name const url = `https://api.airtable.com/v0/${baseId}/${tableName}`; const headers = { Authorization: `Bearer ${airtableApiKey}`, 'Content-Type': 'application/json', }; const data = { fields: { 'Permission Status': permissionStatus, 'User Agent': userAgent, 'Viewport Size': viewportSize, Timestamp: timestamp, }, }; fetch(url, { method: 'POST', headers: headers, body: JSON.stringify(data), }) .then((response) => response.json()) .then((data) => { console.log('Analytics data sent to Airtable:', data); }) .catch((error) => { console.error('Error sending data to Airtable:', error); }); } pushNotificationAndSendAnalytics(); </script></div></div></div></div><div><div class="core-block-container" data-testid="ReusableBlocks" data-tracking="reusable_blocks"><div data-testid="SecondaryNav" data-tracking="secondary_nav" class="SecondaryNav_globalnavigation__95988174"><style type="text/css">:root { --secnavHeight: 60px; }</style><div data-testid="SecNavMobile" class="SecondaryNav_mobile__95988174"><div class="SecondaryNav_mOverlay__95988174"></div><div class="SecondaryNav_mWrap__95988174 SecondaryNav_blue02__95988174"><div class="SecondaryNav_mHead__95988174 SecondaryNav_blue02__95988174 SecondaryNav_mBorder__95988174"><button class="Link_link__ef683efb SecondaryNav_dBrand__95988174 SecondaryNav_siteLabelLink__95988174 SecondaryNav_siteLabelLinkMobile__95988174 SecondaryNav_light__95988174 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="site-label-mobile" data-tracking="link" aria-label="eSignature" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Custom site example" data-ui-access-point="secondary-nav" data-sku=""><span class="Link_alignLeft__ef683efb">eSignature<div class="SecondaryNav_dDropdown__95988174 SecondaryNav_light__95988174"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 14 7.71" class="SecondaryNav_dDown__95988174 SecondaryNav_blue02__95988174"><path d="M12.8.21L7 6 1.21.21a.7.7 0 00-1 0 .7.7 0 000 1L6.5 7.5a.7.7 0 001 0l6.29-6.29a.7.7 0 000-1 .69.69 0 00-.99 0z"></path></svg></div></span></button><div class="SecondaryNav_mCta__95988174"><div class="align-left"><a data-testid="button" data-tracking="button" class="Button_button__afa656cf Button_standard__afa656cf Button_primary__afa656cf align-left" href="https://accountants.intuit.com/esignature/eval/" title="" data-ui-access-point="" data-wa-link="body-pgnav-consultation-cta" data-ui-object-detail="Schedule a consultation" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Button_buttonText__afa656cf">Schedule a consultation</span></a></div></div></div></div><div class="SecondaryNav_mSlidein__95988174"><div class="SecondaryNav_mLevel__95988174 SecondaryNav_mLevel1pos__95988174"><div class="SecondaryNav_mScroll__95988174"><ul class="SecondaryNav_mList__95988174 SecondaryNav_mBordertop__95988174"><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_menuItem__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_mLink__493ab286 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemMobile" data-tracking="link" href="https://accountants.intuit.com/esignature/" data-survey-screen="" fci-interaction="" data-ui-object-detail="Overview" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-overview" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_mlink_Overview"><span class="Link_alignLeft__ef683efb"><div>Overview</div></span></a></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_menuItem__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_mLink__493ab286 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemMobile" data-tracking="link" href="https://accountants.intuit.com/esignature/pricing/" data-survey-screen="" fci-interaction="" data-ui-object-detail="Pricing" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-pricing" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_mlink_Pricing"><span class="Link_alignLeft__ef683efb"><div>Pricing</div></span></a></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_menuItem__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_mLink__493ab286 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemMobile" data-tracking="link" href="https://accountants.intuit.com/esignature/resources/" data-survey-screen="" fci-interaction="" data-ui-object-detail="Resources" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-resources" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_mlink_Resources"><span class="Link_alignLeft__ef683efb"><div>Resources</div></span></a></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_menuItem__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_mLink__493ab286 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemMobile" data-tracking="link" href="https://accountants.intuit.com/esignature/faqs/" data-survey-screen="" fci-interaction="" data-ui-object-detail="FAQs" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-faqs" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_mlink_FAQs"><span class="Link_alignLeft__ef683efb"><div>FAQs</div></span></a></li></ul></div></div></div></div><div data-testid="SecNavDsktp" class="SecondaryNav_desktop__95988174"><div class=""><div class="SecondaryNav_dShadow__95988174 SecondaryNav_blue02__95988174"><div class="SecondaryNav_dWrap__95988174 d-border"><a class="Link_link__ef683efb SecondaryNav_dBrand__95988174 SecondaryNav_siteLabelLink__95988174 SecondaryNav_siteLabelLinkDesktop__95988174 SecondaryNav_light__95988174 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="site-label-desktop" data-tracking="link" href="" aria-label="eSignature" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="Custom site example" data-ui-access-point="secondary-nav" data-sku=""><span class="Link_alignLeft__ef683efb">eSignature</span></a><nav class="SecondaryNav_dNav__95988174"><ul class="NavMenu_dList__519d4beb NavMenu_dFlex__519d4beb NavMenu_navMenu__519d4beb"><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_dHover__493ab286 MegaNavMenuItem_menuItem__493ab286" id="menuitem_dli_Overview"><div data-testid="MegaNavMenuItem" class="MegaNavMenuItem_dLinkwrap__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_dLink__493ab286 MegaNavMenuItem_dLink1__493ab286 brand-qb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemDesktop" data-tracking="link" href="https://accountants.intuit.com/esignature/" data-survey-screen="" fci-interaction="" data-ui-object-detail="Overview" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-overview" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_dlink_Overview"><span class="Link_alignLeft__ef683efb">Overview</span></a></div></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_dHover__493ab286 MegaNavMenuItem_menuItem__493ab286" id="menuitem_dli_Pricing"><div data-testid="MegaNavMenuItem" class="MegaNavMenuItem_dLinkwrap__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_dLink__493ab286 MegaNavMenuItem_dLink1__493ab286 brand-qb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemDesktop" data-tracking="link" href="https://accountants.intuit.com/esignature/pricing/" data-survey-screen="" fci-interaction="" data-ui-object-detail="Pricing" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-pricing" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_dlink_Pricing"><span class="Link_alignLeft__ef683efb">Pricing</span></a></div></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_dHover__493ab286 MegaNavMenuItem_menuItem__493ab286" id="menuitem_dli_Resources"><div data-testid="MegaNavMenuItem" class="MegaNavMenuItem_dLinkwrap__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_dLink__493ab286 MegaNavMenuItem_dLink1__493ab286 brand-qb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemDesktop" data-tracking="link" href="https://accountants.intuit.com/esignature/resources/" data-survey-screen="" fci-interaction="" data-ui-object-detail="Resources" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-resources" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_dlink_Resources"><span class="Link_alignLeft__ef683efb">Resources</span></a></div></li><li data-testid="megaNavMenuItem" data-tracking="mega_nav_menu_item" class="MegaNavMenuItem_dHover__493ab286 MegaNavMenuItem_menuItem__493ab286" id="menuitem_dli_FAQs"><div data-testid="MegaNavMenuItem" class="MegaNavMenuItem_dLinkwrap__493ab286"><a class="Link_link__ef683efb MegaNavMenuItem_menuitem__493ab286 MegaNavMenuItem_dLink__493ab286 MegaNavMenuItem_dLink1__493ab286 brand-qb Link_white__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="navItemDesktop" data-tracking="link" href="https://accountants.intuit.com/esignature/faqs/" data-survey-screen="" fci-interaction="" data-ui-object-detail="FAQs" landing-page-type="" data-refer-screen="" data-survey-status="" data-ui-object="link" data-sku="" data-object-detail="" data-ui-action="clicked" data-ui-access-point="" data-survey-name="" data-screen="" data-wa-link="body-pgnav-faqs" data-object="content" data-scope-area="" data-survey-screen-status="" data-action="interacted" data-refer-ui-access-point="" id="menuitem_dlink_FAQs"><span class="Link_alignLeft__ef683efb">FAQs</span></a></div></li></ul></nav><div class="SecondaryNav_dRightContent__95988174"><div class="align-left"><a data-testid="button" data-tracking="button" class="Button_button__afa656cf Button_standard__afa656cf Button_primary__afa656cf align-left" href="https://accountants.intuit.com/esignature/eval/" title="" data-ui-access-point="" data-wa-link="body-pgnav-consultation-cta" data-ui-object-detail="Schedule a consultation" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Button_buttonText__afa656cf">Schedule a consultation</span></a></div></div></div></div></div></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> a[data-wa-link^="body-pgnav"]::after { background: #ffffff !important; } </style></div></div></div></div><div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> div[data-testid="SecondaryNav"] { border-bottom: 10px solid #8F4BFF; } html { scroll-behavior: smooth; } #main { background: linear-gradient(180deg, #FFFFFF 0%, #DFFAFF 100%); } #main-content { max-width: 1340px; margin: auto !important; } div[data-testid="tabPanel"] { padding: 10px; background-color: #F4F5F8; } /*--relationships hero v2--*/ div[class^="Hero_asset__"] { border-radius: 0px 0px 15px 0px; } #relationships-hero div[class^="Hero_copy"] { background: linear-gradient(86.59deg, #FFFFFF 8.97%, #E0EEFA 23.9%, #E6F2E9 43.31%, rgba(245, 244, 225, 0) 90.13%); pointer-events: auto; } #relationships-hero img[src*="https://digitalasset.intuit.com/render/content/dam/intuit/pcg/en_us/tax20211/hero/esig-resources-11-30-2022.png"] { left: 37%; height: 130%; width: auto; } .highlight { padding: 0px 4px; font-weight: bold; color: #393A3D; background: none; } #recovery { padding: 24px; background: linear-gradient(246.87deg, #0097E6 15.63%, rgba(0, 151, 230, 0) 83.33%), #055393; } #recovery div[class^="Container_module_container__"] { border: 3px white solid; border-radius: 20px; } #ptabs-wrap {margin: 0!important;} </style></div></div></div><div><div id="header-txt" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_5" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_fillWidth__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h1 data-testid="heading" class="Heading_module_heading2__b8037b06 Heading_module_bold__b8037b06 Heading_module_centerAligned__b8037b06 Heading_module_grey__b8037b06" style="max-width:1100px" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>eSignature resource library</div></h1><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 Responsivetext_greyColor__68da22c6 Responsivetext_fixedMaxWidth__68da22c6 Responsivetext_responsiveMargin__68da22c6" style="max-width:800px"><div class="text"><div class='resp-text-wrapper'><p class="ql-align-center"><span class="ql-font-huge">Still have questions? Simply call our team of experts at </span><a href="tel: 844-877-9425" rel="noopener noreferrer" class="ql-font-huge" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="844-877-9425" data-ui-access-point="" style="color: rgb(57, 58, 61);">844-877-9425</a>.</p></div></div></div><div data-testid="spacer" class="Spacer_module_xlarge__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div></div></div></div></div></div></div><div><div data-testid="Separator" class="Separator_module_wrap__8f6c3f42"><div class="Separator_module_separator__8f6c3f42 Separator_module_grey07__8f6c3f42 Separator_module_medium__8f6c3f42 Separator_module_cols12__8f6c3f42 Separator_module_center__8f6c3f42"></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_transparent__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_5" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_bold__b8037b06 Heading_module_centerAligned__b8037b06 Heading_module_intuitBlue__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>Intuit eSignature Videos</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p class="ql-align-center">Stream anytime, on your time.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_transparent__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> .webinar-card { max-width: 328px; margin: 20px auto; overflow: hidden; border-radius: 4px !important; box-shadow: 0 1px 3px rgba(0,0,0,0.12), 0 1px 2px rgba(0,0,0,0.24); transition: all 0.3s cubic-bezier(.25,.8,.25,1); } .webinar-card:hover { box-shadow: 0 14px 28px rgba(0,0,0,0.25), 0 10px 10px rgba(0,0,0,0.22); } .webinar-card img { max-width: 328px; } .webinar-card h4, .webinar-card p { margin: 12px 4px; } .webinar-card a { color: #0077C5; text-decoration: none; cursor: pointer; } .webinar-card a:hover { text-decoration: underline; } .webinar-card h4 { font-size: 20px; font-weight: 600; } .webinar-txt { background-color: #ffffff; padding: 2% 6%; margin-top: -8px; min-height: 155px } .video-thumbnail { position: relative; display: inline-block; cursor: pointer; } .video-thumbnail:hover:before { color: #eee; } .play-link:before { content: url('https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/icon/play-link.svg'); vertical-align: middle; padding-right: 4px; } @media (max-width: 1199px) { .webinar-card { max-width: 500px; } .webinar-card img { max-width: 500px; } .video-thumbnail { width: 100%; } } @media (max-width: 1100px) { .webinar-card { max-width: 500px; } .webinar-card img { max-width: 500px; width: 100%; } } @media (max-width: 767px) { .webinar-txt { min-height: 170px } } </style> <div class="webinar-card"> <a data-targetmodalid="how-it-works" data-wa-link="body-content_cardHowItWorks" target="_blank"><div class="video-thumbnail"> <img src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/esig-webinar-3.1.png"> </div></a> <div class="webinar-txt"> <h4>How eSignature works for you and your clients</h4> <p><a data-targetmodalid="how-it-works" data-wa-link="body-content_watchHowItWorks" class="play-link">Watch now</a></p> </div> </div></div></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="Codeblock" class="root"><div class="innerhtml"><script> function copyURI(evt) { evt.preventDefault(); navigator.clipboard.writeText(evt.target.getAttribute('href')).then(() => { /* clipboard successfully set */ }, () => { /* clipboard write failed */ }); } function tipClick() { document.getElementById('clip-tooltip').style.opacity = "1.0"; setTimeout( function() { document.getElementById('clip-tooltip').style.opacity = "0.75"; }, 300); setTimeout( function() { document.getElementById('clip-tooltip').style.opacity = "0.5"; }, 400); setTimeout( function() { document.getElementById('clip-tooltip').style.opacity = "0.0"; }, 500); } </script> <style> #clip-tooltip { position: absolute; bottom: -44px; right: 0%; border-radius: 6px; color: #ffffff; font-size: 10px; background-color: #0077C5; padding: 6px; opacity: 0; white-space: nowrap; } #clip-tooltip:before { border-color: rgba(0, 0, 0, 0) rgba(0, 0, 0, 0) #0077C5; border-style: solid; border-width: 12px; content: ""; top: -20px; display: block; height: 0; left: 12%; position: absolute; width: 0; } </style> <div class="webinar-card"> <a data-targetmodalid="how-to-sign" data-wa-link="body-content_cardHowToSign" target="_blank"><div class="video-thumbnail"> <img src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/esig-webinar-2.1.png"> </div></a> <div class="webinar-txt"> <h4>For your clients: How to electronically sign documents</h4> <div style="display: flex; align-items: center;"><div style="height: 26px;"><a data-targetmodalid="how-to-sign" data-wa-link="body-content_watchHowToSignClients" class="play-link">Watch now</a></div> | <div style="position: relative;"><a href="https://proconnect.wistia.com/medias/s2o9cgrkps" data-wa-link="body-content_shareHowToSign" target="_blank" id="share-how-to" onclick="copyURI(event); tipClick();">Share with clients</a><p id="clip-tooltip">Copied to clipboard</p></div></div> </div> </div></div></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="Codeblock" class="root"><div class="innerhtml"><div class="webinar-card"> <a href="https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowUUID=E60CBAF6-D2C1-4CDF-9B92-97DC11D3A2A7&Referrer=https%3A%2F%2Fonlinexperiences.com%2Fscripts%2FServer.nxp%3FLASCmd%3DAI%3A2%3BF%3AAP!18000" data-wa-link="body-content_cardTipsTricks" target="_blank"><div class="video-thumbnail"> <img src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/esig-webinar-1.1.png"> </div></a> <div class="webinar-txt"> <h4>eSignature webinar: Tips, tricks, and insider knowledge</h4> <p><a href="https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowUUID=E60CBAF6-D2C1-4CDF-9B92-97DC11D3A2A7&Referrer=https%3A%2F%2Fonlinexperiences.com%2Fscripts%2FServer.nxp%3FLASCmd%3DAI%3A2%3BF%3AAP!18000" data-wa-link="body-content_registerTipsTricks" class="play-link" target="_blank">Register now</a></p> </div> </div></div></div></div></div></div></div></div></div><div><div data-testid="spacer" class="Spacer_module_xxlarge__8c1373de Spacer_module_mobile_Xxlarge__8c1373de Spacer_module_tablet_Xxlarge__8c1373de Spacer_module_desktop_Xxlarge__8c1373de"></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_transparent__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_bold__b8037b06 Heading_module_centerAligned__b8037b06 Heading_module_intuitBlue__b8037b06" style="max-width:700px" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>Check out our complete library of webinars and educational materials</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey Responsivetext_responsiveMargin__68da22c6" style="max-width:550px"><div class="text"><div class='resp-text-wrapper'><h6 class="ql-align-center"><span class="ql-size-regular ql-font-large">Learn how eSignature makes it super simple for tax pros, like you, to request signatures quickly and track their status in real-time.</span></h6></div></div></div></div></div></div></div></div></div><div><div id="" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_transparent__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xlarge__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xxlarge__8c1373de"></div></div></div></div></div></div></div><div><div id="main-content" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_transparent__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_7" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_w70__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> div[data-testid="Tabs"] { opacity: 0%; } #ptabs-wrap { display: flex; align-items: flex-end; justify-content: center; margin: 12px; height: 60px; } #ptabs-wrap .tab { padding: 2% 5%; border: 1px solid #BABEC5; border-radius: 6px 6px 0px 0px; min-width: 105px; background-color: #F4F5F8; height: 55px; color: #393A3D; text-decoration: none; text-align: center; width: 33%; } #lc-tab { border-top: 6px solid #A98343 !important; } #pto-tab { border-top: 6px solid #0097E6 !important; } #ps-tab { border-top: 6px solid #055393 !important; } .active-tab { height: 60px !important; border-bottom: 0px !important; background-color: #ffffff !important; transition: 0.4s; font-weight: 600; } #lc-content, #pto-content, #ps-content { display: none; } .active-content { display: block !important; opacity: 100% !important; transition: 0.4s; } @media (max-width: 767px) { #ptabs-wrap .tab { font-size: 12px; } } </style> <div id="ptabs-wrap"> <a href="#lacerte" id="lc-tab" class="tab active-tab" data-wa-link="body-content_lacerteTaxTab">Lacerte Tax</a> <a href="#proconnect" id="pto-tab" class="tab pto" data-wa-link="body-content_proconnectTaxTab">ProConnect Tax</a> <a href="#proseries" id="ps-tab" class="tab ps" data-wa-link="body-content_proseriesTaxTab">ProSeries Tax</a> </div> <script> var pageReady = function () { console.log('page ready called'); var lctab = document.querySelectorAll('[data-testid="Tabs"]')[0]; var ptotab = document.querySelectorAll('[data-testid="Tabs"]')[1]; var pstab = document.querySelectorAll('[data-testid="Tabs"]')[2]; lctab.setAttribute('id', 'lc-content'); ptotab.setAttribute('id', 'pto-content'); pstab.setAttribute('id', 'ps-content'); function updateTab() { if(window.location.hash) { // Fragment exists if (window.location.href.indexOf("#lacerte") > -1) { document.getElementById('lc-content').classList.add('active-content'); document.getElementById('pto-content').classList.remove('active-content'); document.getElementById('ps-content').classList.remove('active-content'); 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data-tracking="tab_1" href="#videos" title="Videos" role="tab" aria-selected="true" aria-controls="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-0" id="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-0" tabindex="0" data-ui-access-point="" data-wa-link="body-content_LacerteVideos" data-ui-object-detail="Videos" data-object="content" data-ui-object="tab_1" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>Videos</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_2" href="#case-studies" title="Case studies" role="tab" aria-selected="false" aria-controls="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-1" id="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-1" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_LacerteCases" data-ui-object-detail="Case studies" data-object="content" data-ui-object="tab_2" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>Case studies</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_3" href="#for-clients" title="For clients" role="tab" aria-selected="false" aria-controls="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-2" id="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-2" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_LacerteClientResources" data-ui-object-detail="For clients" data-object="content" data-ui-object="tab_3" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>For clients</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_4" href="#faqs" title="FAQs" role="tab" aria-selected="false" aria-controls="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-3" id="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-3" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_LacerteFAQs" data-ui-object-detail="FAQs" data-object="content" data-ui-object="tab_4" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>FAQs</span></span></a></div></div><div data-testid="tabPanel" class="Tabs_panel__5404b9d6"><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b active" aria-labelledby="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-0" id="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-0" tabindex="-1" role="tabpanel" data-tracking="tab_item_6"><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> #vid-1, #vid-2, #vid-3, #case-1, #case-2, #art-1, #art-2, #art-3, #faq1, #faq2, #faq3 { box-shadow: 0 1px 3px rgb(0 0 0 / 12%), 0 1px 2px rgb(0 0 0 / 24%); border-radius: 4px; margin: 24px 4px !important; transition: all 0.3s cubic-bezier(.25,.8,.25,1); } #vid-1:hover, #vid-2:hover, #vid-3:hover, #case-1:hover, #case-2:hover, #art-1:hover, #art-2:hover, #art-3:hover { box-shadow: 0 14px 28px rgba(0,0,0,0.25), 0 10px 10px rgba(0,0,0,0.22); } #vid-1 h5, #vid-2 h5, #vid-3 h5, #case-1 h5, #case-2 h5, #art-1 h5, #art-2 h5, #art-3 h5 { margin: 4px 0px; } @media (max-width: 1023px) { #vid-1, #vid-2, #vid-3, #case-1, #case-2, #art-1, #art-2, #art-3 { max-width: 500px; margin: 24px auto !important; } } @media (max-width: 604px) { #vid-1, #vid-2, #vid-3, #case-1, #case-2, #art-1, #art-2, #art-3 { margin: 24px 4px !important; } } </style></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Requesting signatures in Lacerte</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Learn how to start a request, add documents, recipients, invoice, and reminders in under 3 minutes.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="Requesting signatures in Lacerte" href="" data-targetmodalid="request-esigs-lc" title="" data-ui-access-point="" data-wa-link="body-content_requestSigsLC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>An overview of the eSignature dashboard</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>See how you can access eSignature from different points in Lacerte.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="An overview of the eSignature dashboard" data-targetmodalid="lc-dash" title="" data-ui-access-point="" data-wa-link="body-content_dashboardOverviewLC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-signature-and-get-paid.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-signature-and-get-paid.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-signature-and-get-paid.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>How to request signatures and get paid</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Send an invoice at the same time you get your clients to sign, only with Lacerte.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="How to request signatures and get paid" data-targetmodalid="esig-plus-pmts-lc" title="" data-ui-access-point="" data-wa-link="body-content_requestSigsLC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Request signatures for non-tax documents</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Upload engagement letters or receipts for clients to sign off on to be even more efficient.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="Request signatures for non-tax documents" data-targetmodalid="lc-nontax" title="" data-ui-access-point="" data-wa-link="body-content_nonTaxDocsLC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-1" id="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-1" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_6"><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/Cindy-Busbee.jpeg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/Cindy-Busbee.jpeg" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/Cindy-Busbee.jpeg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>eSignature helps South Carolina firm expand and elevate its client experience</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><span style="color: rgb(51, 51, 51);">See how Cindy uses eSignature in her firm to save her and her clients time.</span></p></div></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> .case-cta { margin: 4px 0px; color: #393A3D; font-weight: 600; text-decoration: none; } .case-cta:hover:hover { text-decoration: underline; } .case-cta:after { content: url('https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/icon/right-arrow.svg'); color: #0077C5; margin-left: 4px; vertical-align: sub; } </style> <a href="https://accountants.intuit.com/taxprocenter/practice-management/esignature-helps-south-carolina-firm-expand-and-elevate-its-client-experience/" class="case-cta" target="_blank" data-wa-link="body-content_lacerteCaseStudy">Full story</a></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/david-richards.jpg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/david-richards.jpg" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/david-richards.jpg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Leppert Group uses eSignature to scale their firm</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p><span style="color: rgb(51, 51, 51);">Explore the different ways Leppert Group has grown their firm with the help of eSignature.</span></p></div></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> .case-cta { margin: 4px 0px; color: #393A3D; font-weight: 600; text-decoration: none; } .case-cta:hover:hover { text-decoration: underline; } .case-cta:after { content: url('https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/icon/right-arrow.svg'); color: #0077C5; margin-left: 4px; vertical-align: sub; } </style> <a href="https://accountants.intuit.com/taxprocenter/practice-management/intuit-e-signature-offers-leppert-group-a-seamless-solution-for-secure-and-compliant-electronic-signing/" class="case-cta" target="_blank" data-wa-link="body-content_leppertGroupCaseStudy">Full story</a></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-2" id="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-2" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_6"><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>eSignature overview for clients</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Use this PDF to introduce eSignature or onboard your clients.</p></div></div></div><div class="align-left"><a data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" target="_blank" href="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/downloads/eSigMadeEasy.pdf" title="" data-ui-access-point="" data-wa-link="body-content_downloadClientOverviewLC" data-ui-object-detail="Download now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Download now</div></span></a></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div><div id="case-2" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-Plus-Payments-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-Plus-Payments-for-clients.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-Plus-Payments-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>eSignature Plus Payments for clients</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Help your clients to sign digitally and pay you at the same time.</p></div></div></div><div class="align-left"><a data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" target="_blank" href="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/downloads/eSigLacerteMadeEasy.pdf" title="" data-ui-access-point="" data-wa-link="body-content_downloadEsigPlusPmtLC"" data-ui-object-detail="Download now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Download now</div></span></a></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-1f5e4808-63a1-4860-b0b7-25d0075c79b3-3" id="panel-1f5e4808-63a1-4860-b0b7-25d0075c79b3-3" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_7"><div id="faq1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none Container_module_noPadding__95b0f60b Container_module_noMargin__95b0f60b"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_7" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading4__b8037b06 Heading_module_bold__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_greyColor__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Here are some common questions</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-42e21642-fd48-478f-b180-49b574f0cc00-0" id="accordion-42e21642-fd48-478f-b180-49b574f0cc00-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="" data-ui-object-detail="How to send a request with no watermark?" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div style="color:;font-size:">How to send a request with no watermark?</div><div class="AccordionItem_plus__d7242139"></div></button><div id="panel-42e21642-fd48-478f-b180-49b574f0cc00-0" aria-labelledby="accordion-42e21642-fd48-478f-b180-49b574f0cc00-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>After a tax year 2020 Lacerte program update, you can remove the “Do Not File” watermark on the Client Copy of the tax return when using eSignature.</p> <ol> <li>Select a client and then go to the <b>E-File</b> menu.</li> <li>Select <b>Intuit eSignature</b> and then <b>Request eSignature</b> from the dropdown menu.</li> <li>On the eSignature Forms screen do one of the following:</li> <ul> <li class="ql-indent-1">Select <b>Watermarked</b> to include a “Do Not File” watermark on the Client Copy. This option is selected by default.</li> <li class="ql-indent-1">Select <b>Non-watermarked</b> to remove the “Do Not File” watermark on the Client Copy.</li> </ul> <li>Click <b>Next</b> to continue.</li> <li>You can preview the client copy of the tax return on the next screen by clicking <b>View</b> in the in the <b>Actions</b> column.</li> <li>Proceed with sending the eSignature request.</li> </ol></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-1a0cf2b8-52b5-4611-a3ef-4258ecffb2bf-1" id="accordion-1a0cf2b8-52b5-4611-a3ef-4258ecffb2bf-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="" data-ui-object-detail="How to add a secondary email address?" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div style="color:;font-size:">How to add a secondary email address?</div><div class="AccordionItem_plus__d7242139"></div></button><div id="panel-1a0cf2b8-52b5-4611-a3ef-4258ecffb2bf-1" aria-labelledby="accordion-1a0cf2b8-52b5-4611-a3ef-4258ecffb2bf-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Go to the eSignature dashboard, select <strong>How it works</strong> and <strong>Add Email</strong>. Select an email address from the dropdown menu, followed by <strong>Add</strong> and <strong>OK</strong>.</p></div></div></div></div></div></div></div></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 Responsivetext_blue02Color__68da22c6"><div class="text"><div class='resp-text-wrapper'><h5 style="padding: 0 2.5rem;"><a href="https://accountants.intuit.com/community/individual/help/how-to-send-an-esignature-request-in-lacerte-2019/00/40527?src=pcgmktg" data-wa-link="body-content_seeAllFAQsLC" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="See FAQ in full" data-ui-access-point="" data-sku="" style="color: #0077C5;" rel="noopener noreferrer" class="ql-font-large" data-object-detail="">See FAQ in full</a></h5></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div></div></div></div></div></div></div></div></div></div><div data-testid="Tabs" data-tracking="tabs" class="Tabs_wrap__5404b9d6 Tabs_fullWidth__5404b9d6 Tabs_white__5404b9d6"><div class="Tabs_tabs__5404b9d6"><div data-testid="tabListwrap" class="Tabs_tablistwrap__5404b9d6"><div data-testid="tabListWrapContent" role="tablist" class="Tabs_tablist__5404b9d6 Tabs_left__5404b9d6"><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Tabs_initial__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_1" href="#videos" title="Videos" role="tab" aria-selected="true" aria-controls="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-0" id="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-0" tabindex="0" data-ui-access-point="" data-wa-link="body-content_PTOvideos" data-ui-object-detail="Videos" data-object="content" data-ui-object="tab_1" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>Videos</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_2" href="#case-studies" title="Case studies" role="tab" aria-selected="false" aria-controls="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-1" id="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-1" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_PTOcases" data-ui-object-detail="Case studies" data-object="content" data-ui-object="tab_2" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>Case studies</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_3" href="#for-clients" title="For clients" role="tab" aria-selected="false" aria-controls="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-2" id="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-2" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_PTOclientResources" data-ui-object-detail="For clients" data-object="content" data-ui-object="tab_3" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>For clients</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_4" href="#faqs" title="FAQs" role="tab" aria-selected="false" aria-controls="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-3" id="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-3" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_PTOfaqs" data-ui-object-detail="FAQs" data-object="content" data-ui-object="tab_4" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>FAQs</span></span></a></div></div><div data-testid="tabPanel" class="Tabs_panel__5404b9d6"><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b active" aria-labelledby="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-0" id="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-0" tabindex="-1" role="tabpanel" data-tracking="tab_item_6"><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Requesting signatures in ProConnect</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Learn how to start a request, add documents, recipients, and reminders in under 3 minutes.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="Watch setup wizard video" href="" data-targetmodalid="request-esigs-pto" title="" data-ui-access-point="" data-wa-link="body-content_requestSigsPC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>An overview of the eSignature dashboard</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Request status, send reminders, and download completed forms from the Tax Returns hub.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="" data-targetmodalid="pto-dash" title="" data-ui-access-point="" data-wa-link="body-content_dashboardOverviewPC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Request signatures for non-tax documents</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Upload additional documents from an engagement letter to a receipt to be even more efficient.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" data-targetmodalid="pto-nontax" title="" data-ui-access-point="" data-wa-link="body-content_nonTaxDocsPC" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-1" id="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-1" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_6"><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/OaktenCaseStudy.jpeg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/OaktenCaseStudy.jpeg" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/OaktenCaseStudy.jpeg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>eSignature offers Oakton Tax & Accounting true time and cost savings during tax season—and beyond</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>See how Josh is saving time for himself and money for his clients with eSignature.</p></div></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> .case-cta { margin: 4px 0px; color: #393A3D; font-weight: 600; text-decoration: none; } .case-cta:hover:hover { text-decoration: underline; } .case-cta:after { content: url('https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/icon/right-arrow.svg'); color: #0077C5; margin-left: 4px; vertical-align: sub; } </style> <a href="https://accountants.intuit.com/taxprocenter/practice-management/esignature-offers-oakton-tax-accounting-true-time-and-cost-savings-during-tax-season-and-beyond/" class="case-cta" target="_blank" data-wa-link="body-content_caseOaktonFirm">Full story</a></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/sheika-square.jpg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/sheika-square.jpg" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/sheika-square.jpg" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Sheika Square uses eSignature to work more efficiently</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Take a look at the ways Sheika uses eSignature in her firm to better serve her customers (and herself).</p></div></div></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> .case-cta { margin: 4px 0px; color: #393A3D; font-weight: 600; text-decoration: none; } .case-cta:hover:hover { text-decoration: underline; } .case-cta:after { content: url('https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/icon/right-arrow.svg'); color: #0077C5; margin-left: 4px; vertical-align: sub; } </style> <a href="https://accountants.intuit.com/taxprocenter/practice-management/intuit-e-signature-increases-compliance-and-service-efficiencies-for-virtual-tax-and-consulting-firm/" class="case-cta" target="_blank" data-wa-link="body-content_caseSheikaSquare">Full story</a></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-2" id="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-2" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_6"><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>eSignature overview for clients</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Use this PDF to introduce eSignature or onboard your clients.</p></div></div></div><div class="align-left"><a data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" target="_blank" href="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/downloads/eSigMadeEasy.pdf" title="" data-ui-access-point="" data-wa-link="body-content_downloadClientOverviewPTO" data-ui-object-detail="Download now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Download now</div></span></a></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-cec9d700-1f5f-4b30-b547-be8a3124cda2-3" id="panel-cec9d700-1f5f-4b30-b547-be8a3124cda2-3" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_7"><div id="faq2" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none Container_module_noPadding__95b0f60b Container_module_noMargin__95b0f60b"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_7" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading4__b8037b06 Heading_module_bold__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_greyColor__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Here are some common questions</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-f7ab4067-4eea-469e-b56c-30e261aec04c-0" id="accordion-f7ab4067-4eea-469e-b56c-30e261aec04c-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="" data-ui-object-detail="How to create and use email templates" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div style="color:;font-size:">How to create and use email templates</div><div class="AccordionItem_plus__d7242139"></div></button><div id="panel-f7ab4067-4eea-469e-b56c-30e261aec04c-0" aria-labelledby="accordion-f7ab4067-4eea-469e-b56c-30e261aec04c-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p class="">Create and save multiple email templates to send with client eSignature requests. Or, send specific email messages to subsets of clients, then save them as templates for later use.</p> <p class="">To create a custom eSignature email template:</p> <ol class=""> <li class="">Select a tax return and click <strong class="">Client Information</strong> in the left-hand menu.</li> <li class="">Click the <strong class="">Return actions</strong> dropdown menu in the upper-right of the input screen and select <strong class="">eSignature</strong>.</li> <li class="">Select <strong class="">Client Authorization eSignature</strong> in the left-side menu.</li> <li class="">Click on <strong class="">Start a request</strong> to continue to the Request eSignature screen.</li> <li class="">Here you can delete or view any document you want to send to your client. Click <strong class="">Next</strong> to continue to the Recipients screen.</li> <li class="">In the <strong class="">Email message</strong> bar, click the <strong class="">gear</strong> icon.</li><li class="">In the <strong class="">Email templates</strong> pop-up window, you can add new email templates, edit, or delete existing templates.</li> </ol></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-de484ac1-6e70-4fba-aaad-cf8e79bff589-1" id="accordion-de484ac1-6e70-4fba-aaad-cf8e79bff589-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="" data-ui-object-detail="How to check the status of eSignature requests" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div style="color:;font-size:">How to check the status of eSignature requests</div><div class="AccordionItem_plus__d7242139"></div></button><div id="panel-de484ac1-6e70-4fba-aaad-cf8e79bff589-1" aria-labelledby="accordion-de484ac1-6e70-4fba-aaad-cf8e79bff589-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>You can view the status of all requests in your Tax Return hub. You can also send reminders or download completed documents here.</p></div></div></div></div></div></div></div></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 Responsivetext_blue02Color__68da22c6"><div class="text"><div class='resp-text-wrapper'><h5 style="padding: 0 2.5rem;"><a href="https://accountants.intuit.com/community/manage-integrations/help/how-to-send-an-esignature-request-in-proconnect-tax-online/00/4447?src=pcgmktg" data-wa-link="body-content_seeAllFAQsPTO" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="See FAQs in full" data-ui-access-point="" data-sku="" style="color: #0077C5;" rel="noopener noreferrer" class="ql-font-large" data-object-detail="">See FAQs in full</a></h5></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div></div></div></div></div></div></div></div></div></div><div data-testid="Tabs" data-tracking="tabs" class="Tabs_wrap__5404b9d6 Tabs_fullWidth__5404b9d6 Tabs_white__5404b9d6"><div class="Tabs_tabs__5404b9d6"><div data-testid="tabListwrap" class="Tabs_tablistwrap__5404b9d6"><div data-testid="tabListWrapContent" role="tablist" class="Tabs_tablist__5404b9d6 Tabs_left__5404b9d6"><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Tabs_initial__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_1" href="#videos" title="Videos" role="tab" aria-selected="true" aria-controls="panel-28bd9593-ad7d-4acc-b670-b164f72dc753-0" id="tab-28bd9593-ad7d-4acc-b670-b164f72dc753-0" tabindex="0" data-ui-access-point="" data-wa-link="body-content_ProSeriesVideos" data-ui-object-detail="Videos" data-object="content" data-ui-object="tab_1" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>Videos</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_2" href="#for-clients" title="For clients" role="tab" aria-selected="false" aria-controls="panel-28bd9593-ad7d-4acc-b670-b164f72dc753-1" id="tab-28bd9593-ad7d-4acc-b670-b164f72dc753-1" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_ProSeriesClientResources" data-ui-object-detail="For clients" data-object="content" data-ui-object="tab_2" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>For clients</span></span></a><a class="Link_link__ef683efb Tabs_tab__5404b9d6 Link_blue__ef683efb Link_body02__ef683efb Link_medium__ef683efb" data-testid="tabLinks" data-tracking="tab_3" href="#faqs" title="FAQs" role="tab" aria-selected="false" aria-controls="panel-28bd9593-ad7d-4acc-b670-b164f72dc753-2" id="tab-28bd9593-ad7d-4acc-b670-b164f72dc753-2" tabindex="-1" data-ui-access-point="" data-wa-link="body-content_ProSeriesFAQs" data-ui-object-detail="FAQs" data-object="content" data-ui-object="tab_3" data-sku="" data-action="interacted" data-ui-action="clicked"><span class="Link_alignLeft__ef683efb"><span>FAQs</span></span></a></div></div><div data-testid="tabPanel" class="Tabs_panel__5404b9d6"><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b active" aria-labelledby="tab-28bd9593-ad7d-4acc-b670-b164f72dc753-0" id="panel-28bd9593-ad7d-4acc-b670-b164f72dc753-0" tabindex="-1" role="tabpanel" data-tracking="tab_item_6"><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_how-to-request-and-track-requests.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Requesting signatures in ProSeries</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Learn how to start a request, add documents, recipients, and reminders in under 3 minutes.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="" href="" data-targetmodalid="request-esigs-ps" title="" data-ui-access-point="" data-wa-link="body-content_requestSigsPS" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_an-overview-of-the-eSignature-dashboard.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>An overview of the eSignature dashboard</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Request status, send reminders, and download completed forms from the Tax Returns hub.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" aria-label="Watch the multiple monitor setup video" data-targetmodalid="ps-dash" title="" data-ui-access-point="" data-wa-link="body-content_dashboardOverviewPS" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div><div id="vid-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/vid_request-signatures-for-non-tax-documents.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xxsmall__8c1373de Spacer_module_tablet_Xxsmall__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Request signatures for non-tax documents</div></h5><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Upload additional documents from an engagement letter to a receipt to be even more efficient.</p></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xsmall__8c1373de Spacer_module_desktop_Xsmall__8c1373de"></div><div class="align-left"><button data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" data-targetmodalid="ps-nontax" title="" data-ui-access-point="" data-wa-link="body-content_nonTaxDocsPS" data-ui-object-detail="Watch now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Watch now</div></span></button></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-28bd9593-ad7d-4acc-b670-b164f72dc753-1" id="panel-28bd9593-ad7d-4acc-b670-b164f72dc753-1" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_6"><div id="case-1" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignLeft__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/photo/pdf_eSignature-overview-for-clients.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1" folderViewBackgroundVariant="bg--white"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_6" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><h5 data-testid="heading" class="Heading_module_heading5__b8037b06 Heading_module_demi__b8037b06 center Heading_module_grey__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>eSignature overview for clients</div></h5><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>Use this PDF to introduce eSignature or onboard your clients.</p></div></div></div><div class="align-left"><a data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_standard__afa656cf Button_secondary__afa656cf align-left" target="_blank" href="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax2021/downloads/eSigMadeEasy.pdf" title="" data-ui-access-point="" data-wa-link="body-content_downloadClientOverviewPS" data-ui-object-detail="Download now" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><span class="Button_buttonText__afa656cf"><div>Download now</div></span></a></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div></div></div></div></div></div></div><div data-testid="tab_item" class="TabItem_module_panel__4b1b713b" aria-labelledby="tab-28bd9593-ad7d-4acc-b670-b164f72dc753-2" id="panel-28bd9593-ad7d-4acc-b670-b164f72dc753-2" tabindex="-1" hidden="" role="tabpanel" data-tracking="tab_item_7"><div id="faq3" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none Container_module_noPadding__95b0f60b Container_module_noMargin__95b0f60b"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_7" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading4__b8037b06 Heading_module_bold__b8037b06 Heading_module_leftAligned__b8037b06 Heading_module_greyColor__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div>Here are some common questions</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div><div data-testid="accordion" class="Accordion_accordion__e05037de"><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-2a032aa2-9267-4538-b503-2960ad33fb8f-0" id="accordion-2a032aa2-9267-4538-b503-2960ad33fb8f-0" tabindex="0" data-tracking="accordion_item_1" data-ui-access-point="" data-ui-object-detail="How to cancel a request" data-object="content" data-ui-object="accordion_item_1" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div style="color:;font-size:">How to cancel a request</div><div class="AccordionItem_plus__d7242139"></div></button><div id="panel-2a032aa2-9267-4538-b503-2960ad33fb8f-0" aria-labelledby="accordion-2a032aa2-9267-4538-b503-2960ad33fb8f-0" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p style="background-color: #FFFBE5; padding: 8px;"><img src="https://digitalasset.intuit.com/IMAGE/A6ibqqhMO/CWtempcallout-lightbulb-ico_orange-004_headerless.png" height="20" width="25">Once an eSignature status is Completed, it cannot be canceled. Simply resend a new eSignature request to the client.</p><p>To cancel an eSignature request.</p><ol><li>Open the <strong>eSignature Dashboard</strong>.</li><li>From the left navigation panel, select <strong>Usage</strong>.</li><li>Locate the client from the list.</li><li>Select <strong>Void Request</strong>.</li><li>On the Cancel eSignature Request window, select <strong>Confirm</strong>.</li></ol></div></div></div></div></div></div></div></div></div><div class="AccordionItem_itemContainer__d7242139"><div class="item" data-testid="accordionItem" data-ax-id=""><button class="AccordionItem_toggle__d7242139" data-testid="accItemButton" aria-expanded="false" aria-controls="panel-2754e5fb-c972-4e10-ba3f-03166ebce631-1" id="accordion-2754e5fb-c972-4e10-ba3f-03166ebce631-1" tabindex="0" data-tracking="accordion_item_2" data-ui-access-point="" data-ui-object-detail="How to purchase more eSignatures" data-object="content" data-ui-object="accordion_item_2" data-sku="" data-action="interacted" data-ui-action="displayed" ssrContext="[object Object]" pricingContext="[object Object]" index="0" folderViewBackgroundVariant="bg--white"><div style="color:;font-size:">How to purchase more eSignatures</div><div class="AccordionItem_plus__d7242139"></div></button><div id="panel-2754e5fb-c972-4e10-ba3f-03166ebce631-1" aria-labelledby="accordion-2754e5fb-c972-4e10-ba3f-03166ebce631-1" role="region" class="AccordionItem_itemPanel__d7242139"><div data-testid="animHeight" style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div style="transition:opacity 417ms ease 0ms;-webkit-transition:opacity 417ms ease 0ms;opacity:0"><div class="AccordionItem_content__d7242139"><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><p>From the <strong>EF Center</strong> in ProSeries Professional or <strong>EF Clients</strong> in ProSeries Basic, select the <strong>eSignature</strong> menu, followed by <strong>Purchase</strong>. You can also go to the eSignature dashboard and select the <strong>Buy More</strong> button.</p></div></div></div></div></div></div></div></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><h5 style="padding: 0 2.5rem;"><a href="https://accountants.intuit.com/community/manage-integrations/help/how-to-use-esignature-in-proseries-professional-2019/00/4197?src=pcgmktg" data-wa-link="body-content_seeAllFAQsPS" data-action="interacted" data-object="content" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="See FAQs in full" data-ui-access-point="" data-sku="" style="color: #0077C5;" rel="noopener noreferrer" class="ql-font-large" data-object-detail="">See FAQs in full</a></h5></div></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Large__8c1373de Spacer_module_desktop_Large__8c1373de"></div></div></div></div></div></div></div></div></div></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_1" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_w30__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none ContainerItem_module_padding__05f0dad5"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> .right-rail { background-color: #F4F5F8; max-width: 400px; margin: auto; } .rr-title { text-align: center; font-size: 28px; font-weight: 400; padding: 28px 16px; margin: 0px; } .rr-space { height: 20px; } .no-top-margin { margin-top: 0px !important; } .news-block { background-color: #ffffff; margin: 16px 24px; padding: 20px 16px; border-radius: 4px; box-shadow: 0 1px 3px rgb(0 0 0 / 12%), 0 1px 2px rgb(0 0 0 / 24%); } .news-content { max-width: 236px; margin: auto; } .news-title { font-weight: 600; font-size: 20px !important; margin: 0px; } .news-block p { font-size: 16px; } .news-block a { color: #0077C5; text-decoration: none; } .news-block a:hover { text-decoration: underline; } .rr-butt { background-color: #393A3D; color: #ffffff; border: 1px solid; border-radius: 4px; padding: .5rem 1rem; margin: 6px 0px; font-weight: 600; font-family: 'AvenirNext forINTUIT', Helvetica, Arial, sans-serif; } </style> <div class="right-rail"> <h3 class="rr-title">Support</h3> <div class="news-block no-top-margin"> <div class="news-content"> <p class="news-title">Helpful Links</p> <ul> <li><a href="https://accountants.intuit.com/esignature/#sign-up" data-wa-link="rightRail_scheduleConsultation">Schedule a Consultation</a></li> <li><a href="https://accountants.intuit.com/gutenberg/training/workflow-tools/esignature/" data-wa-link="rightRail_eSignatureWebinars" target="_blank">eSignature webinars</a> <li><a href="https://accountants.intuit.com/taxprocenter/" data-wa-link="rightRail_TPC" target="_blank">Tax Pro Center</a></li> </ul> <p>Speak to an expert <ul> <li> <p style="margin: 4px 0;">Lacerte</p> <a href="tel:+18009339999" data-wa-link="right-rail_PhoneSupportLC">800-933-9999</a> </li <li> <p style="margin: 4px 0;">ProConnect</p> <a href="tel:+18002007599" data-wa-link="right-rail_PhoneSupportPTO">800-200-7599</a> </li> <li> <p style="margin: 4px 0;">ProSeries</p> <a href="tel:+18004346818" data-wa-link="right-rail_PhoneSupportPS">800-434-6818</a> </li> </ul> </p> <p>FAQs <br><ul> <li><a href="https://accountants.intuit.com/community/individual/help/how-to-send-an-esignature-request-in-lacerte-2019/00/40527" data-wa-link="right-rail_FAQsLC">Lacerte</a></li> <li><a href="https://accountants.intuit.com/community/manage-integrations/help/how-to-send-an-esignature-request-in-proconnect-tax-online/00/4447?src=pcgmktg" data-wa-link="right-rail_FAQsPTO">ProConnect</a></li> <li><a href="https://accountants.intuit.com/community/manage-integrations/help/how-to-use-esignature-in-proseries-professional-2019/00/4197?src=pcgmktg" data-wa-link="right-rail_FAQsPS">ProSeries</a></li> </ul></p> </div> </div> <div class="news-block" style="display: none;"> <div class="news-content"> <p class="news-title">Subscribe to get professional tax tips in your inbox.</p> <p>Follow the Tax Pro Center and receive notifications of new posts by email.</p> <input> <button class="rr-butt">Subscribe</button> </div> </div> <div class="rr-space"></div> </div></div></div></div></div></div></div></div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div></div><div><div id="recovery" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_transparent__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_3" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xxlarge__8c1373de"></div><div data-testid="Image" data-tracking="image" class="adaptive-img Image_alignCenter__ad19fbe8"><div class="Image_wrapperDiv__ad19fbe8" data-testid="image-div"> <picture originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax20211/photo/esig-bottom-banner-image-11-30-2022.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1"><img class="Image_imageTag__ad19fbe8" src="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax20211/photo/esig-bottom-banner-image-11-30-2022.png" loading="lazy" originalLqipUrl="" mobileMediaFileType="" imagesPreloadConfig="" mediaDesktopThumbnail="https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/tax20211/photo/esig-bottom-banner-image-11-30-2022.png" desktopMediaFileQuality="70" mobileOriginalMediaUrl="" mobileMediaFileQuality="70" mediaTabletThumbnail="" tabletMediaFileQuality="70" mediaMobileThumbnail="" tabletMediaFileType="" mobileMediaDynamicUrl="" tabletMediaDynamicUrl="" desktopMediaDynamicUrl="" tabletOriginalMediaUrl="" desktopOriginalMediaUrl="" desktopMediaFileType="" ssrContext="[object Object]" pricingContext="[object Object]" index="1"/></picture> </div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xxlarge__8c1373de"></div></div></div></div><div id="" data-testid="ContainerItem" data-tracking="container_item_7" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="spacer" class="Spacer_module_xsmall__8c1373de Spacer_module_mobile_Xsmall__8c1373de Spacer_module_tablet_Xlarge__8c1373de Spacer_module_desktop_Xlarge__8c1373de"></div><h3 data-testid="heading" class="Heading_module_heading3__b8037b06 Heading_module_bold__b8037b06 center Heading_module_whiteColor__b8037b06" tracking="[object Object]" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><div>I request client signatures digitally with Intuit eSignature, so my clients can sign documents with less hassle.</div></h3><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="Responsivetext" class="Responsivetext_responsivetext__68da22c6 grey"><div class="text"><div class='resp-text-wrapper'><h5><span class="ql-size-regular ql-font-huge" style="color: rgb(255, 255, 255);">Intuit eSignature. Collect signatures quickly, securely, and seamlessly from anywhere. Simple as that.</span></h5></div></div></div><div data-testid="spacer" class="Spacer_module_regular__8c1373de Spacer_module_mobile_Regular__8c1373de Spacer_module_tablet_Regular__8c1373de Spacer_module_desktop_Regular__8c1373de"></div><div class="align-left"><a data-testid="button" data-tracking="button" data-is-sandbox-pubsub="false" class="Button_button__afa656cf Button_jumbo__afa656cf Button_primary__afa656cf align-left" href="https://accountants.intuit.com/esignature/pricing/" title="" data-ui-access-point="" data-wa-link="body-end_buyNowCTA" data-ui-object-detail="See pricing" data-object="content" data-ui-object="button" data-sku="" data-action="interacted" data-ui-action="clicked" blockName="qbmds/button" ssrContext="[object Object]" pricingContext="[object Object]" index="0"><span class="Button_buttonText__afa656cf"><div>See pricing</div></span></a></div><div data-testid="spacer" class="Spacer_module_large__8c1373de Spacer_module_mobile_Large__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div></div></div></div></div></div></div><div><div class="core-block-container" data-testid="ReusableBlocks" data-tracking="reusable_blocks"><div id="disclaimers" data-testid="Container" data-tracking="container" class="Container_module_bg__95b0f60b Container_module_white__95b0f60b radius-none elevation-none"><div class="Container_module_container__95b0f60b Container_module_medium__95b0f60b"><div id="" data-testid="ContainerItem" data-tracking="container_item_4" class="ContainerItem_module_containerItem__05f0dad5 ContainerItem_module_wfill__05f0dad5"><div class="ContainerItem_module_transparent__05f0dad5 radius-none elevation-none"><div><div data-testid="Codeblock" class="root"><div class="innerhtml"><style> #disclaimers div[data-testid="disclaimer"] { max-width: 1360px !important; } </style></div></div><div data-testid="spacer" class="Spacer_module_small__8c1373de Spacer_module_mobile_Small__8c1373de Spacer_module_tablet_Small__8c1373de Spacer_module_desktop_Small__8c1373de"></div><div id="" data-testid="disclaimer" data-tracking="disclaimer" class="Disclaimer_disclaimer__81f59c1d"><button data-testid="discButton" class="Disclaimer_title__81f59c1d" data-ui-access-point="" data-ui-object-detail="*See important details and disclosures" data-object="content" data-ui-object="disclaimer" data-sku="" data-action="interacted" data-ui-action="clicked">*See important details and disclosures</button><div style="height:0;overflow:hidden" aria-hidden="true" class="rah-static rah-static--height-zero"><div><div data-testid="details" class="disclaimer"><ul><li data-testid="groupheading" class="DisclaimerGroupHeading_groupheading__428720fe"><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_copy__6878a33e"><p>*Terms, conditions, pricing, subscriptions, packages, features, service and support options are subject to change at any time without notice.</p> </span></li></ul><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_subheading__6878a33e">eSignature claim: </span><span class="DisclaimerContent_copy__6878a33e"><p>Based on a survey of Intuit Accountants Tax Pros who used used eSignature to complete client TY2022 returns. Survey compiled 10/2023-01/2024. eSignature sold separately.</p></span></li></ul><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_subheading__6878a33e">Any individual or business forms: </span><span class="DisclaimerContent_copy__6878a33e"><p>The ability to add eSignature fields to all forms and documents, including business forms, has been enabled and is designed to be used at the preparer’s discretion. Per the current IRS Guidelines, electronic signatures are accepted for the Individual and Business Modules. Please review IRS Publication 4163 for more detail.</p></span></li></ul><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_subheading__6878a33e">KBA: </span><span class="DisclaimerContent_copy__6878a33e"><p>Knowledge based authentication, also known as KBA, is an identity verification measure that requires end users to establish their identities through the use of specific security questions. The e-signature option is only available to taxpayers e-filing their tax returns through an Electronic Return Originator (ERO), who uses software that provides identity verification and e-signature functionality. To meet e-signature requirements, the ERO must be able to record the taxpayer’s name, social security number, address and date of birth electronically for identity verification purposes. As part of identity verification, the software may create what is known as a “soft inquiry” in the credit reporting industry. A soft inquiry is not a credit check, although it is conducted by a credit reporting company that uses information from the taxpayer’s credit report to generate knowledge-based authentication questions. Typically, the knowledge-based authentication questions address the taxpayer’s personal and financial history. These are usually multiple-choice questions such as the name of their mortgage lender, type of car financed, a former address or phone number. The taxpayer is expected to answer the questions correctly. Taxpayers who cannot complete the identity verification check cannot use e-signature. Ordinarily, knowledge based authentication is not mandatory for envelopes which do not contain Form 8878 or 8879 or their state equivalents.</p></span></li></ul><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_copy__6878a33e"><p>The IRS accepts electronic signatures on forms 8878 and 8879. eSignatures can be used for a wide range of online documents apart from IRS forms such as engagement letters, contracts, invoices, NDAs, and bank documents. Please keep updated and compliant on what forms you can and cannot use in connection with the preparation of federal tax returns with the IRS. Most states also accept electronic signatures on forms 8878 and 8879 or their equivalent.</p></span></li></ul><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_copy__6878a33e"><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Offer of a 15% discount on 100+ eSignatures for tax year 2024. Product must be purchased by 5 PM CT on January 31, 2025. Offer valid only for new to eSignature customers (offer not available for current eSignature customers). The purchase of 2024 eSignatures is applicable for usage in tax year 2024 Lacerte/ProSeries/ProConnect Tax product only, unused eSignature envelopes may be used through December 31, 2027. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service and support options are subject to change without notice. For more information, please visit </span><a href="https://accountants.intuit.com/esignature/" data-ui-access-point="" data-sku="" target="_blank" rel="noopener noreferrer" data-wa-link="" data-action="interacted" data-object="content" data-object-detail="" data-ui-action="clicked" data-ui-object="link" data-ui-object-detail="https://accountants.intuit.com/esignature/" style="background-color: transparent; color: rgb(17, 85, 204);">https://accountants.intuit.com/esignature/</a><span style="background-color: transparent; color: rgb(0, 0, 0);">.</span></p></span></li></ul><ul data-testid="disclaimercontentcontainer" class="DisclaimerContent_disclaimercontentcontainer__6878a33e"><li data-testid="disclaimercontent" class="DisclaimerContent_disclaimercontent__6878a33e"><span class="DisclaimerContent_copy__6878a33e"><p><span style="background-color: transparent; color: rgb(0, 0, 0);">Offer of Unlimited eSignature for tax year 2024 for $1,599. Product must be purchased by 5 PM CT on January 31, 2024. Offers valid only for new eSignature Unlimited customers. The purchase of 2024 eSignatures is applicable for usage in tax year 2024 Lacerte/ProSeries/ProConnect Tax product only, unused eSignature envelopes may be used through December 31, 2025. Validity does not apply to usage in other product years. Terms, conditions, pricing, features, service and support options are subject to change without notice. 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class='resp-text-wrapper'\u003e\u003ch6\u003e\n \u003cstrong class=\"ql-size-bold ql-font-heading04\"\u003eAlmost there!\u003c/strong\u003e\n\u003c/h6\u003e\n\u003cul style=\"padding-inline-start: 2px;\"\u003e\n \u003cli\u003e\n \u003cspan style=\"color: rgb(89, 89, 89);\"\u003eIf you're a \u003c/span\u003e\n \u003cstrong style=\"color: rgb(2, 151, 230);\"\u003eProConnect Tax\u003c/strong\u003e\n \u003cspan style=\"color: rgb(89, 89, 89);\"\u003e or \u003c/span\u003e\n \u003cstrong style=\"color: rgb(196, 151, 77);\"\u003eLacerte Tax\u003c/strong\u003e\n \u003cspan style=\"color: rgb(89, 89, 89);\"\u003e user, click \u003c/span\u003e\n \u003cstrong style=\"color: rgb(89, 89, 89);\"\u003eSign in\u003c/strong\u003e\n \u003cspan style=\"color: rgb(89, 89, 89);\"\u003e below.\u003c/span\u003e\n \u003c/li\u003e\n \u003cli\u003e\n \u003cspan style=\"color: rgb(89, 89, 89);\"\u003eIf you use \u003c/span\u003e\n \u003cstrong style=\"color: rgb(4, 83, 147);\"\u003eProSeries 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Simply resend a new eSignature request to the client.\u003c/p\u003e\u003cp\u003eTo cancel an eSignature request.\u003c/p\u003e\u003col\u003e\u003cli\u003eOpen the \u003cstrong\u003eeSignature Dashboard\u003c/strong\u003e.\u003c/li\u003e\u003cli\u003eFrom the left navigation panel, select \u003cstrong\u003eUsage\u003c/strong\u003e.\u003c/li\u003e\u003cli\u003eLocate the client from the list.\u003c/li\u003e\u003cli\u003eSelect \u003cstrong\u003eVoid Request\u003c/strong\u003e.\u003c/li\u003e\u003cli\u003eOn the Cancel eSignature Request window, select \u003cstrong\u003eConfirm\u003c/strong\u003e.\u003c/li\u003e\u003c/ol\u003e\u003c/div\u003e","colorOptions":"grey","hasPadding":false,"textRamping":false,"displayName":"ResponsiveText","fixedMaxWidth":false,"enableCustomList":false,"rwEnableCustomList":false,"noBottomMargin":false,"tracking":{}}}]},{"blockName":"qbmds/accordion-item","props":{"icon":"plus","itemIndex":0,"title":"How to purchase more eSignatures","axId":"","hideFirstLine":false,"borderColor":"#e3e5e8","openOnLoad":false,"titleColor":"#393a3d","titleFontSize":"20px","hasLeftToggle":false,"hasTogglePadding":false,"tracking":{"data-ui-access-point":"","data-ui-object-detail":"How to purchase more eSignatures","data-object":"content","data-ui-object":"accordion_item","data-sku":"","data-action":"interacted","data-ui-action":"displayed"}},"innerBlocks":[{"blockName":"qbmds/responsivetext","props":{"children":"lorem","textAlignment":"","text":"\u003cdiv class='resp-text-wrapper'\u003e\u003cp\u003eFrom the \u003cstrong\u003eEF Center\u003c/strong\u003e in ProSeries Professional or \u003cstrong\u003eEF Clients\u003c/strong\u003e in ProSeries Basic, select the \u003cstrong\u003eeSignature\u003c/strong\u003e menu, followed by \u003cstrong\u003ePurchase\u003c/strong\u003e. 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