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Is there a way in Canopy to request IRS (and AZ) compliant eSignature for tax returns prepared in another software? I use Drake currently, and I am not happy with their process. If it is available, what is the pricing?
They just recently reduced their pricing for KBA e-signatures for Forms 8879/8453 etc down to $1.25 per package. You have to contact their customer care team and purchase 'credits' in order to have access to them. Then you would follow the process to upload the forms into the File tab for your client out of Drake Software or use the new 'Print' to Canopy feature (much more efficient). Once in the File tab for your client then you would start the e-signature process.