Signer Delegation: Client Experience

Please note:

This feature must be enabled in your Firm Settings

Delegate Signing

When the Managing Member of the Grouped Return or Individual Return reaches the signing section of the Client Experience, they can e-Sign the return or delegate the signing of the tax return to another user. 

  1. Click Delegate Signing.Client Experience- 1.png
  2. Complete fields in the Send for Signature dialog box as noted below.
    • Required Fields:
      • First Name
      • Last Name
      • Email
      • Confirm Email
      • Message to Signer
  3. Click SendUpdate Delegatee 2-3.png

After the return is sent for Signer Delegation and the delegate completes e-signing, the Managing Member will receive an email notification that e-signing has been completed and is ready for download.

Update Delegation

After a return is sent for Signer Delegation, the Managing Member can update or cancel the delegation. To update these details, they will first need to click on their access link and authenticate to access the Summary Page. 

  1. Click Update Delegatee.
  2. Update delegatee details. 
  3. Click Send.

Update delegatee 1.pngUpdate Delegatee 2-3.png

Cancel Delegation

  1. Click Update Delegatee.Update delegatee 1.png
  2. Click Cancel Delegation.
  3. Enter the Reason for the cancellation (required field).Cancel delegation 2-3.png
  4. Click Submit.
  5. Click Resume to complete signing.Cancel delegation 4.pngCancel delegation 5.png


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