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Complete an eSign request on Mobile

Written by Avery Simmons

Updated at October 26th, 2021

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Table of contents

    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.


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