Complete an eSign request on Mobile
Written by Avery Simmons
Updated at August 30th, 2021
Table of Contents
1. Navigate to the To-Do tab.2. Choose an applicable eSign request.3. Click View and sign.4. Tap the Edit pencil to change your signature font.5. After you have read and agreed to the document, tap Apply signature and agree.6. Verify the document and tap Complete and send.Your tax professional may send you a document that requires signing. You can electronically sign a document from your mobile device by using the client portal application. To get started, log into the Client Portal mobile application.
1. Navigate to the To-Do tab.
2. Choose an applicable eSign request.
3. Click View and sign.
4. Tap the Edit pencil to change your signature font.
- Once you have selected a signature font, tap Use this signature.
5. After you have read and agreed to the document, tap Apply signature and agree.
6. Verify the document and tap Complete and send.
