8879s, engagement letters, powers of attorney: the documents you send hundreds of times a year, prepared in seconds and signed correctly the first time.
8879, 8879-S, -PE, -CORP, -F and more. Taxpayer and spouse fields go on the right lines, the ERO and preparer lines are skipped, and the tax year and names fill the title and signers.
Power of attorney and tax information authorisations, with signer fields placed for the taxpayer. Spouses each sign their own form.
Your own letter, in your own format. Place the fields once and SignLucid places them the same way on the next one.
Upload the full return with the 8879: fields go only on the authorisation pages. Add the state form and engagement letter, up to 12 PDFs.
Move a field once and SignLucid remembers it for that form. It remembers printed text only, never a client’s name.
Waiting, needs attention, completed: see every envelope at a glance and send a reminder with one click.
Taxpayer and spouse each sign their own line; the tax year and names come from the form.
Remote e-signatures on Form 8879 require identity verification under IRS Publication 1345; until built-in KBA launches, use SignLucid for in-office signing or for your other client documents.
Signed before the work starts, for individual, business and bookkeeping clients. How it works →
Signer fields placed for the taxpayer; spouses each sign their own form.
E-signed 2848s and 8821s must be submitted through the IRS online tool, not by fax or mail.
Consent to use or disclose return information, signed by the client typing their own name. How it works →
Service agreements and fee changes for write-up and payroll clients, with a certificate for your file.
Any letter-style PDF with a “Client signature” line gets its fields placed automatically.
The most common e-signing mistake in a tax office is one spouse signing both lines. SignLucid makes that hard to do.
Upload the 8879, the state authorisation and the engagement letter as one envelope.
Fields are already placed. Glance, fix anything off, send by e-mail or copy the link to WeChat or text.
See who has opened and signed at a glance; remind with one click.
Download the signed PDF with its certificate for your records, and transmit the return.
Yes, but IRS Publication 1345 requires the ERO to verify the taxpayer’s identity for a remote electronic signature, for example with KBA, and keep a record of it. SignLucid’s built-in KBA is not available yet: until it is, have clients sign the 8879 in your office, or have them sign by hand and return the form. See Can clients e-sign Form 8879?
Add both spouses as signers. Each gets a private link and a color, and can only click their own fields. See the quick guide.
The Form 8879 family (8879, 8879-S, -PE, -CORP, -F and others), 2848, 8821, 8878 and 8453, plus letter-style “Client signature” lines. For anything else, place fields once and SignLucid remembers them.
Open the envelope, tick only the fields that are wrong and add a note. The signer gets a new link and re-signs just those spots; everything already signed stays as it was, and the audit trail keeps every version.
No. Each signer gets a private link and signs in any browser, on a phone or a computer. Signers never create an account and never pay. If someone has no e-mail, copy their link into a text or WeChat message.
By firm, per month, from $0.99. Each plan includes a monthly envelope allowance: Basic 3, Starter 30, Pro 100, Firm 300. Pro is for teams of up to 3, Firm for up to 10 and puts your firm’s name and color on the signing page. Try every feature free for 7 days (10 envelopes), no credit card. See pricing.
Set up your firm now, send a few test envelopes, and go into tax season with SignLucid.