E-signatures without Tax Suite | Feature Requests

E-signatures without Tax Suite

Erica Hughes

Only those with the full tax suite have access to e-signatures, but I'm sure users would be willing to pay an additional cost to avoid having to have a separate software just to collect signatures.

Ex: Used in sales process, renewal agreements, ACH authorizations or payment changes, etc

March 26, 2025

Grace Lewis

Merged in a post:

E-signature for bookkeeping clients

David Sloan

Since Double provides tax and bookkeeping services I am not sure I understand why E-signature is only offered on the tax side of Double. My request is to have E-signature for bookkeeping as well.

It would streamline the bookkeeping work flow. We should be able to upload documents to a client's portal and drag/drop fields for the signatures, dates, etc.. Once signed the bookkeeper should receive notice and will be able to confirm it was completed.

August 3, 2026

Max Gupton

Agreed. Adobe does the signatures free (if you pay for adobe), but would be nice to have it built into Double and be able to identify a Files location for the signed version to be automatically saved in upon all signatures being complete. also building in reminders to track down the signatures would be nice so we don't have to hound the clients for it.

Also, I'm pretty sure my sales rep said this feature would be available... maybe I misunderstood though.

Justin Roop

this would be a great addition to allow clients to eSign new engagements or proposals, without the need to have the tax suite