Basic eSign
$19.99/month
50 e-signatures per month · Billed monthly.
No paid office plan required.
Get eSign →E-signatures. Connected to your office.
From sent to signed.Every step connected.
Send documents for signature and keep progress with the client record. Give clients a simple way to sign from their device.
Available separately. No paid TAAX plan required.
Send for signature
Prepare the request and invite your client.
Follow signing progress
See the next signature and keep work moving.
Keep client files connected
Find the completed document with the client.
Try the recipient experience
From “please review” to a signed example.
Open a request, read the sample document and complete the signature field as Jason. You can also pause and ask the office a question.
Customer view · Jason Parker
A document is ready for you
Open the sample request to begin.
Non-binding demonstration · This is not a real contract or signature request. No document is signed, stored or sent outside this page. E-signature access depends on your office’s plan or add-on.
A simpler way to get it signed
From document to done.
01 / Prepare
Make it ready to sign.
Upload a document, place the signing fields, or start from a reusable template.
02 / Send
Invite the right people.
Choose the signers and their order. Send the request or share the document link.
03 / Complete
Keep the signed copy close.
Track progress and keep the completed copy connected to the client’s file.
More ways to get it signed
Every signer.
Every signer.
Every signing situation.
Support five sessions, add signers and multi-user signatures, and collect signatures from everyone involved.
Live signing
Review documents with clients and guide the signing process in real time.
Be present for the moments that need a little guidance.
Notary seals
Apply your online notary seal to documents that need it, within your signing workflow.
Bring signatures and your notary seal into one process.
Multi-user signatures
Collect signatures from multiple people on one document and choose their signing order.
Keep everyone involved and the next signature clear.
LESS FOLLOW-UP. MORE VISIBILITY.
Know what’s signed.
Know what’s signed.
See what needs a nudge. See what’s next.
Keep every request in view, from the first invitation to the final signature.
Your signature requests
All requests
Awaiting
signature
Completed
Engagement letter
Jason Parker · Viewed todayService agreement
Avery Morgan · Sent yesterdayClient authorization
Taylor Brooks · Signed todayKeep the next step clear
App and email notifications let clients know when it’s time to sign.
Let reminders do the chasing
Daily reminders help unsigned documents back to your client’s attention.
Keep signers in sequence
Set the order when more than one person needs to sign.
Connected to TAAX Ai
Your signing workflow,
Your signing workflow,
one step ahead.
Bring signing activity into the same conversation as the rest of your office.
- Ask about pending signatures
- Review follow-up drafts
- Keep the next action clear
Ask. Review. Keep work moving.
TAAX Ai
Which documents are waiting for a signature?
Needs attention
2 documents awaiting signatures
Engagement letter · Jason Parker
Service agreement · Avery Morgan
Prepared for your review
Illustrative TAAX Ai interaction · Sample client
information
A follow-up, ready when you are.
Hi Jason, your engagement letter is ready for your signature. Please review it when you have a moment.
Review reminder
A better experience for your clients
Their signature.
Their signature.
On their schedule.
Give clients a convenient way to review and sign from phone, tablet or desktop—without fitting another office visit into their day.
- Type, draw or upload a signature
- Sign across desktop and mobile
- Stay connected through the Customer App
Engagement letter
Prepared for Jason ParkerYour agreement, ready to review.
Please review the document and add your signature below.
Your signature
Finish signing
Illustrative client signing screen
Set it up once. Keep work moving.
Better paperwork starts here.
Create once. Send again.
Turn repeat paperwork into reusable templates with fillable fields.
Engagement letters
Service agreements
Client authorizations
Add confidence to every step.
Keep the signer and document history connected through the approval process.
Signer ID authentication
Document activity history
Signed copies linked to clients
More than a standalone signature tool
One signature. A connected office.
Keep the next step close, with the tools your business already owns.
Document Manager
Prepare files and keep signed copies organized.
Customer Manager
Find agreements alongside the client relationship.
PDF Merge Tool
Combine documents before requesting signatures.
Invoice & Billing
Keep approvals and billing in the same workspace.
ESIGN PRICINGMONTHLY ANNUAL
Buy the tool. Keep your choice of plan.
Purchase eSign on its own with a TAAX account. A paid office plan is optional.
Basic eSign
$167.92/year
50 e-signatures per month · Billed annually.
No paid office plan required.
Get eSign →Basic eSign includes up to 50 e-signatures per month. Advanced signing options depend on the selected eSign tier.
Your selected extra will be saved for checkout when you create your account.
OR CHOOSE A CONNECTED OFFICE PLAN
eSign is already in Office Team and Tax Office Plus.
Choose a plan when you also need shared office tools. You do not need to purchase Basic eSign separately with either plan.
Good questions, clear answers
Your signing questions, answered.
Want to see it in action?
Yes. Live signing lets you review a document with your client and guide the signature process in real time.
Yes. Multiple signers is one document, set their signing order and follow each person’s progress.
Yes. Choose the notary document option and apply your online notary seal within the signing workflow.
Your signature workflow connects to TAAX Ai, helping you review pending signatures, follow-up drafts, and next
steps in one place.
Yes. Add signing fields wherever you need them across every page.
Clients receive app and email notifications, with daily reminders.
Yes. Each document has a link you can send directly.
Less paperwork. More possibility.
Get it signed.
Get it signed.
Get back to your business.
Make e-signatures part of a more connected office with TAAX Pro.