Tax Slayer Signature Directions
Make onboarding easy and stress-free with this client-friendly photo that walks users through how to sign documents in their client portal. Perfect for tax professionals, virtual service providers, and business owners using secure portals to collect signed forms.
This digital product includes:
• A clear, step-by-step visual with screenshot-style instructions
• Easy-to-read format designed for clients of all tech levels
Help your clients help you—eliminate confusion, reduce follow-up emails, and improve your document turnaround time!
This only works on taxslayer
BONUS: Added email template I send to Clients along with the photo.