Скачать или смотреть How to Request Client Signature | TaxMinds Software Training

Requesting client signatures correctly is a critical compliance step in professional tax preparation.

In this training, you’ll learn how to properly request client signatures inside the TaxMinds software, ensuring required authorizations are completed, documented, and stored correctly before filing any return.

This video covers:
✔️ When and why client signatures are required
✔️ How to send signature requests through the TaxMinds system
✔️ Which forms require client authorization
✔️ How to track signature status and confirm completion
✔️ Common mistakes that delay filings — and how to avoid them

This lesson is designed for tax preparers, firm owners, and TaxMinds partners who want to maintain compliance, reduce rejections, and protect their firm before e-filing returns.

Client signatures are not optional — they are a professional and legal requirement. This training ensures you handle them the right way, every time.

🔒 This video is part of the TaxMinds Software Training Series.
Advanced workflows and certification are available through the TaxMinds Pro Software Academy™.

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