Complete an eSign request on Mobile

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.

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3. Click View and sign.

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4. Tap the Edit pencil to change your signature font.

  • Once you have selected a signature font, tap Use this signature.

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5. After you have read and agreed to the document, tap Apply signature and agree.

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6. Verify the document and tap Complete and send.

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