Drake E-Sign
Securely sign tax documents in-person with a signature pad or remotely via Drake Portals.
Executive Summary
Drake E-Sign offers tax professionals two flexible methods for obtaining signatures on tax documents: In-Person and Online. The In-Person option allows taxpayers to sign directly using a signature pad within the tax preparer's office, enabling the immediate application of digital signatures to complete returns efficiently. This method is seamlessly integrated with Drake Tax, streamlining the in-office signing process. For clients who prefer or require remote signing, Drake e-Sign Online is fully integrated with Drake Portals. This enables clients to securely review and sign their tax documents from any computer or mobile device, eliminating geographical barriers. The online solution ensures a secure and convenient experience, enhancing client satisfaction and operational efficiency for tax firms. As an add-on to the Drake Tax and Drake Portals ecosystem, Drake E-Sign is designed to boost productivity by providing secure, legally compliant electronic signature capabilities. It supports a modern, paperless workflow, ensuring that all signed documents are securely managed and accessible within the Drake Software environment.
Use Cases
- Capturing in-person signatures for tax documents using a signature pad.
- Obtaining remote e-signatures from clients via a secure online portal.
- Digitally signing and completing tax returns by tax professionals.
- Streamlining the document signing workflow within Drake Tax and Drake Portals.
Features
Visibility
- Document Status Tracking: Monitor the real-time status of all documents sent for e-signature, whether signed in-person or remotely.
- Branded Client Portal: Clients access and sign documents through a secure, branded portal (via Drake Portals).
Technical Specifications
- Architecture
- Integrated with Drake Tax and Drake Portals, supporting both desktop (in-person) and cloud-based (online) e-signature functionalities.
- Deployment
- Hybrid (SaaS for online, On-Premise/Cloud for desktop integration)
- API Available
- No
Integrations
- Drake Tax
- Drake Documents
- Drake Portals
Security & Compliance
Encryption: Data encrypted in transit and at rest for all e-signed documents and client communications.
Pricing
- Model
- Add-on subscription to Drake Tax or Drake Portals, with additional fees for online e-signatures.
- Starting Price
- Additional fees apply
- Target Customer
- SMB
- Free Trial
- No
About Drake Tax
Drake Software provides comprehensive, professional tax preparation and e-file software solutions for tax preparers and accounting firms. Founded in 1977, the company offers a suite of tools including tax software, accounting solutions, and productivity tools.