How do I use Text-To-Sign?

ProDesk.tax's Text-To-Sign feature is free and included with the purchase of any software package! This feature is available for tax year 2022 and all subsequent years on returns set to be eFiled.

To complete the Text-To-Sign process with your client

1. On the Return Summary page select Sign the Return. If this option is not available, your filing method may be set to Paper File.
2. Confirm your filing method as File Electronically (E-file).
3. On the Federal Online Filing Signature Page, scroll down to the Signature Options section and select eSign Form 8879.
4. When this page is completed and saved, you get the option to Send Mobile Invitation. Select this and Save the page.
5. Your client will receive a text message that allows them to sign their return after verifying their information.
6. You can view the progress of their signature using the eSign Documents tab.

Once your client has signed their documents, re-enter the Federal Online Filing Signature Page to save and complete the federal signature process.

Please note:

• A Mobile Phone Number must be entered on the Contact Information page in order for this option to become available.
• The Signature Link is only available for 10 minutes after the taxpayer receives it. If your client's link has timed out, resend it using the eSign Documents tab.
• If your client is not receiving the text, have them text START to (805) 256-1791.