Create a professional tax preparation engagement letter with IRS e-file authorization and get it signed digitally. The audit certificate lists the time and document ID of every signature.
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Simple electronic signature under eIDAS, valid where the law does not require a handwritten signature or notarisation.
Download the signed document as PDF with audit certificate.
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A tax preparation engagement letter is a contract between a tax preparer (CPA, EA, or tax firm) and their client. It defines the scope of services, fees, responsibilities, and authorizes the preparer to file returns on behalf of the client.
This engagement letter references IRS Form 8879 (e-File Signature Authorization) and includes authorization for electronic filing. The actual Form 8879 should be signed separately before e-filing each return.
In most cases, yes. Engagement letters can be signed electronically where the law does not require a handwritten signature or notarisation. CanUSign provides a full audit trail with timestamps and IP addresses. Note that IRS Form 8879 has specific signature requirements.
Anyone can compare the PDF online with the stored version. The file never leaves the browser.
RFC 3161 by DigiCert, listed as trusted in Adobe Acrobat.
At the end of the document: document ID, QR code, time of every signature and hash of the stored version.
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