Intuit announced it will integrate DocuSign’s Digital Transaction Management and electronic signature technology into its professional tax software products for the next tax season, available for purchase on Intuit Tax Online, Intuit Lacerte and Intuit ProSeries solutions.
The integration is intended to provide tax professionals and their clients with the convenience of quickly and securely obtaining electronic signatures in tax returns on any supported device for faster tax form preparation, processing and refunds.
“The integration with DocuSign will help eliminate the back-and-forth, last-minute coordination between tax professionals and clients in getting forms signed before filing to create a better customer experience,” stated Karen Stroup, vice president of product management for Intuit’s Professional Tax Group. “Integrating electronic signature capability into the tax prep workflow simplifies the last step in the process, eliminating the paper chase and saving tax professionals and their clients valuable time in season when they have very little to spare.”
The integration offers secure, legally binding completion of the Internal Revenue Service Forms 8878 and 8879 through the Intuit product, with the option for users to send their clients a link to encrypted documents requiring signature, via DocuSign eSignature. Those clients can then access that from any supported mobile or desktop device, and all parties can later access the documents that will be digitally stored and filed.
“DocuSign and Intuit share a common vision that puts our customers and their success at the center of everything we do,” stated Keith Krach, chairman and CEO of DocuSign. “We’re excited to have Intuit join the DocuSign Global Trust Network. With the combination of Intuit’s industry leadership and the power of the DocuSign Digital Transaction Management platform, together we can help transform the industry with easier, faster, more convenient and secure all-digital transactions.”
