Deliver the return, collect the signature — no per-signature fee.
Assemble the return with K-1s and vouchers, deliver to a branded portal, and collect unlimited e-signatures. The delivery step, bundled in.
The problem
Delivery tools charge per return and per signature, so the more clients you serve, the more the meter runs — every single season.
This is the actual workflow — click through it.
Form 8879 — e-file authorization
Awaiting signatureSample form — nothing is stored. This is the exact flow your clients get on any device, with no login to remember.
How Debits does it
Debits assembles the package — return, K-1s and payment vouchers — delivers it to a branded, mobile-friendly portal, and collects e-signatures at no per-signature charge. Want to be paid first? Lock any document until the client pays its invoice in the portal. Debits also reads the refund, balance due and estimates off the finished return and sets up the vouchers and reminders. Signed copies file themselves in the client's tax-year folder with an audit trail.
- Vouchers created from the finished return
- Hold documents until the invoice is paid
- Unlimited e-signatures — no per-signature fee
- Optional KBA identity check at $1/signer
- 8879, 8879-PE & 8879-CORP e-file authorization
- Signed docs archived with an audit trail