E-Signatures Software
IRS-compliant e-signatures built directly into your practice management workflows. Securely sign 8879s and engagement letters with full KBA support.
IRS-compliant e-Signatures
Don't pay for a separate e-signature tool. Rezlance natively integrates secure document signing into your existing workflows and client portals.
Knowledge-Based Authentication (KBA)
Ensure IRS compliance for Form 8879 with built-in KBA to verify client identities seamlessly.
Auto-Reminders
Stop chasing signatures. Set up automated email sequences that remind clients to sign pending documents.
Template Library
Save engagement letters and tax organizers as reusable templates to send in seconds.
And more...
- Multi-signer support (e.g. for joint tax returns)
- Mobile-friendly signing experience
- Audit trails with IP tracking and timestamps
- Automatic routing upon completion
Seamless signing workflows
Trigger signature requests automatically when tasks change status. For example, when a tax return is marked 'Ready for Review', an 8879 is instantly sent to the client.
Prepare and send signature-ready documents from one place.
KBA verifies client identity automatically for IRS compliance.
Audit trails with IP and timestamps keep your firm protected.
Why accountants use our e-Signature tool
Consolidate your tech stack. By bringing signatures into Rezlance, you maintain a single source of truth and reduce software fatigue for both staff and clients.
Whether you're an admin, bookkeeper, or CPA, Rezlance's intuitive interface makes practice management accessible. Start with simple task boards and progress to complex conditional automations at your own pace.
Harness the full power of a centralized practice management toolset. From automated client follow-ups to custom data retention, Rezlance scales with your firm while maintaining exceptional security and compliance.
Keep your existing communication flow while adding powerful automation capabilities. Rezlance works where you do, transforming your firm into a modern, tech-forward business.
Transform your practice today.
Get started with Rezlance.
Begin your free trial and discover how Rezlance's powerful practice management software can transform your accounting firm.
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