8879 Signed in 30 Seconds. Not 3 Days.
E-signatures built specifically for CPA firms. Clients sign 8879, 4868, FBAR, engagement letters, and state forms directly in their portal — with KBA compliance and signing order dependencies for married filing jointly.
The Problem: Chasing Signatures Delays Filing
You've prepared the return. It's been reviewed. But it sits for days waiting for a signature. Clients lose the DocuSign email. They don't understand what they're signing. Married couples sign out of order. You chase them with phone calls while deadlines loom.
The Solution: In-Portal Signing with Smart Dependencies
TaxScout embeds e-signatures directly in the client portal — no separate app, no lost emails. Signing order dependencies ensure the right person signs first. KBA verification confirms identity. Clients see exactly what they're signing with a plain-English explanation. Average time from notification to signature: 30 seconds.
Supported Forms
Form 8879
IRS e-file signature authorization
Form 4868
Application for automatic extension
FBAR (FinCEN 114)
Foreign bank account reporting
Engagement Letters
Custom firm engagement agreements
Form W-9
Taxpayer identification certification
State Auth Forms
State-specific e-file authorization (all 50 states)
Organizer Sign-offs
Client confirmation of provided information
Consent Forms
Disclosure and consent agreements
How It Works
Prepare Documents
Upload or generate the forms requiring signature. TaxScout auto-detects signature fields.
Set Signing Order
For MFJ returns, set primary → spouse signing sequence. TaxScout handles the notification flow.
Client Gets Notified
Client receives a notification in their portal (and email). One-click to review and sign.
KBA Verification
Knowledge-Based Authentication verifies identity before signature — meets IRS requirements.
Sign & Complete
Client reviews the document, signs with a tap, and the return auto-advances in your pipeline.
vs. Competitors
TaxDome includes basic e-signatures but lacks KBA compliance and signing order dependencies. Using separate tools like DocuSign adds $25+/mo per user and fragments the client experience. TaxScout's e-signatures are purpose-built for tax forms and included in every plan.
Frequently Asked Questions
Form 8879 (IRS e-file authorization), 4868 (extension), FBAR (FinCEN 114), engagement letters, W-9, and state-specific authorization forms for all 50 states.
See E-Signatures in Action
Book a 15-minute walkthrough and see how it fits your firm.