Tax Delivery — Send. Sign. Done.
The complete tax return delivery platform built for modern accounting firms.
From final review to client inbox in minutes, not days.
Upload your client's completed tax return, and Debits handles the rest. AI-powered document analysis automatically detects the return type, extracts tax summaries, and organizes everything for your client. Add signers, configure signature fields, and send — your client gets a secure link to review and sign from any device.
Key Points:
- Supports 1040, 1065, and 1120S returns
- Bulk document upload with AI-powered classification
- Automatic tax summary extraction (refunds, payments due, estimated taxes)
- Secure, tokenized access links — no client login required
E-signatures that actually satisfy the IRS.
Debits includes built-in Knowledge-Based Authentication (KBA) so your clients verify their identity before signing — exactly what the IRS requires for electronic signatures on Forms 8879 and 8453. Clients answer identity verification questions, then sign documents directly in their browser.
Key points:
- KBA identity verification meets IRS requirements for e-filed returns
- Multi-signer support (taxpayer, spouse, accountant, officers, partners)
- Digital signature pad — draw or type
- Complete audit trail with timestamps and IP addresses
- Wet signature fallback if KBA cannot be completed
Deliver K-1s to every partner and shareholder — automatically.
For 1065 and 1120S returns, add K-1 distributions and send each partner or shareholder their Schedule K-1 with a single click. AI extracts ownership percentages and distribution amounts directly from the uploaded K-1 documents. Recipients get a secure download link and you get visibility into who has received their K-1.
Key Points:
- AI auto-extracts recipient data from K-1 PDFs
- One-click delivery to all partners or shareholders
- Secure download portal for each recipient — no login needed
- Track delivery status (sent, viewed, downloaded)
- Resend to individual recipients at any time
Never let a client miss a quarterly payment.
Add federal and state estimated tax vouchers to any return and Debits will automatically remind your clients before each due date. Clients confirm payment directly from the reminder email, and you see the status update in real time. Multi-jurisdiction support means you can track federal, state, and local vouchers separately — each with their own schedule.
Key Points:
- Automatic email reminders at 30, 14, 7, and 3 days before each due date
- Federal, state, and local voucher support
- Clients confirm payment with one click from their email
- Real-time payment status tracking for your firm
- Customizable reminder schedules per voucher
Frequently asked questions:
-
What does the $5 per tax return include?
Everything you need to deliver a tax return — document upload, AI-powered analysis, e-signatures, K-1 delivery, voucher tracking, and automated email notifications. E-signatures are included at no extra cost.
-
How much does KBA identity verification cost?
KBA is $1 per signer. It's optional — you choose whether to require identity verification on a per-return basis. If you don't need KBA, e-signatures are free and included with every delivery.
-
Does Debits meet IRS requirements for electronic signatures?
Yes. When KBA is enabled, Debits uses Knowledge-Based Authentication to verify signer identity before they sign — satisfying IRS requirements for electronic signatures on Forms 8879 and 8453. Every signing session includes a complete audit trail with timestamps and IP addresses.
-
What happens if a client fails KBA verification?
Clients get three attempts to pass KBA. If they can't complete verification, you can bypass KBA for that signer and provide them with documents to print, sign by hand, and return to your firm.
-
Can multiple people sign the same tax return?
Yes. Debits supports multiple signers per return — taxpayer, spouse, accountant, corporate officers, and partners. Each signer receives their own secure link and signs independently.
-
Do my clients need a Debits account to sign?
No. Clients receive a secure link via email and can review and sign documents directly in their browser. No account or login required.
-
How do K-1 distributions work?
For partnership (1065) and S-corp (1120S) returns, you add K-1 recipients and upload their Schedule K-1 documents. Debits sends each recipient a secure download link and tracks who has received their K-1.
-
How do voucher payment reminders work?
When you add estimated tax vouchers to a return, Debits automatically emails your client before each due date — at 30, 14, 7, and 3 days out. Clients can confirm payment directly from the email, and you see the status update in your dashboard.
-
Can I customize when voucher reminders are sent?
Yes. You can adjust the reminder schedule for each voucher individually.
-
What return types are supported?
1040, 1120s, and 1065.
Ready to modernize your tax delivery?
Join the accounting firms already using Debits to deliver tax returns, collect signatures, and stay IRS-compliant — without the paper chase.
No credit card required.
