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.


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.