AI-guided e-signatures. Signed right the first time.

Less setup for you. No guesswork for clients.

SignLucid covers the three moments where e-signing usually goes wrong: preparing the document, signing it, and fixing a mistake.

Watch the walkthrough

Signing, start to finish.

Upload a tax packet, let SignLucid place the fields, and watch a client sign it at the front desk. About 90 seconds, sample data, no sound.

For the sender

Fields placed for you, and placed better every time

Upload a PDF and SignLucid reads the printed text to find the signature and date lines.

  • Recognises tax authorisation forms: Form 8879 and its business versions, 2848, 8821, 8878 and 8453. When a full return is uploaded with its 8879, only the authorisation pages get fields.
  • Reads names from the form: taxpayer and spouse names fill in the signers, and SignLucid drops the spouse fields when no spouse is listed.
  • Learns your layouts: move a field once and SignLucid remembers that kind of page for the whole firm. It keeps the form’s printed words, never client names.
  • Combine PDFs: put an 8879, an engagement letter and a state form in one envelope, in the order you choose.
  • Pre-send check: flags a signer with no signature field, a missing name, a bad e-mail or no date.
AUTOMATIC PLACEMENT
Recognised 2025 Form 8879 · 4 fields placed (from your earlier layout)
John Miller · Taxpayer · 2 fields
Mary Miller · Spouse · 2 fields
CHECK BEFORE SENDING
✅ 2 signers, 4 fields on 1 page
⚠️ Mary Miller has no e-mail: copy the link and text it
For the signer

One spot at a time, in their language

Signers open a private link. There’s no account and no app, and they can’t miss a spot.

  • Start → Next → Finish: a yellow tag points to the next spot; one tap signs it and moves on.
  • Adopt once: type the name and pick a style, or draw it with a finger. It’s reused on every spot.
  • Can’t submit incomplete: required signatures, initials and text are checked; dates fill in automatically.
  • Color per signer: spouses see their own fields, and other signers’ fields are greyed out.
  • English / 中文 with an optional AI plain-language summary of the document.
2025 Form 8879
Lucid & Co. CPAs · John Miller
SIGN
Mary Miller
Spot 1 of 2 · tap the box to signSign
When something’s wrong

Send back one spot, not the whole file

Other tools make you void the envelope and start over. SignLucid lets you pick the exact fields to redo.

  • Tick the field to redo and add a note, such as “the spouse signed on the taxpayer line”.
  • The signer gets a new e-mail and sees only those spots highlighted; everything else stays signed.
  • The earlier completed copy and its SHA-256 fingerprint stay in the audit trail.
  • The new certificate shows the send-back and the re-signing.
Send back to Mary Miller
Signed on the taxpayer line, please sign on the spouse line.
↩︎ Send back
Proof

A record you can hand to anyone

Each completed PDF ends with a certificate of completion.

  • Each signer’s consent to e-sign, the signing time, IP address and device.
  • How they were authenticated: private link, plus access code if you set one.
  • Full event history: sent, opened, signed, sent back, re-signed, completed.
  • SHA-256 fingerprints of the original and the signed copy.
  • Envelope ID stamped on every page.
SignLucid
Certificate of Completion
Electronic signature record kept with this document (ESIGN Act / UETA)
EnvelopeSL-000128Original SHA-2569f2c…e41aSigner 1John Miller · consent 10/15 14:02 UTCSigner 2Mary Miller · access code ✓Eventssent · opened · signed · sent back · re-signed · completed

See it from your client’s side.

Open a sample engagement letter and sign it the way your clients will.

Try the demoStart free trial