Pick your line of work to see the documents you send, how SignLucid places the fields, and what to keep in mind.
Here’s how different offices use SignLucid day to day.
Form 8879, 2848, 8821, engagement letters, 7216 consents
SignLucid finds the 8879 signature lines and puts taxpayer and spouse fields in place. Each spouse signs only their own lines.
Explore →Applications, beneficiary changes, policy delivery receipts
Mark the signature spots once; SignLucid remembers the layout for the next client on the same form.
Explore →Listing agreements, buyer representation agreements, disclosures
Several signers on one document, each in a different color, so buyers and sellers only sign their own spots.
Explore →Engagement letters, fee agreements, NDAs
If a client signs in the wrong spot, send back just that field. Everything else stays signed, and the audit trail keeps every version.
Explore →Staff onboarding, contractor and vendor agreements, office leases, policy acknowledgments
New hires and contractors sign their paperwork on their phone before day one.
For staff and business documents — SignLucid is not set up for patient health information.
Explore →Offer letters, contractor agreements, vendor contracts
Send from your company’s name and get offer letters, contractor agreements and vendor contracts back the same day.
Explore →Volunteer agreements, event waivers, donation pledges
Volunteers sign before they show up, and donors sign pledges from anywhere.
Explore →Examples of how firms use SignLucid — not customer reviews.
Upload a PDF and SignLucid finds the signature lines on IRS forms and letter-style “signature” lines. Adjust once, and it remembers the layout for that form.
Signers press Start, then Next, then Finish. They adopt a signature once and tap each spot; dates fill in by themselves.
If something is signed in the wrong place, return only that field. Everything else stays signed.
Each signer has their own link and their own color. Other signers’ fields are greyed out and can’t be clicked.
The signing page, the guide and the e-signature consent switch languages with one tap.
Signers open a private link in any browser. Add an optional access code for an extra check.
Every signed PDF ends with a certificate: consent and signing times, IP, device, events and file fingerprints.
Priced per firm, from $0.99 a month: Basic 3, Starter 30, Pro 100 and Firm 300 envelopes a month. Combine up to 12 PDFs in one envelope.
Upload one PDF or several. Signature lines are found automatically on IRS forms and letters.
Fields are placed for each signer in their own color. Adjust anything; SignLucid remembers it.
Each signer opens a private link and is guided spot by spot, in English or Chinese.
The signed PDF, with its certificate of completion, is ready to download.
No. It started in a working CPA firm, so IRS forms like 8879, 2848 and 8821 are recognised out of the box, but any office can upload its own PDFs. Letter-style signature lines are found automatically, and every layout you place is remembered.
In the United States, the federal ESIGN Act and state UETA laws generally give an electronic signature the same effect as ink when the signer agrees to sign electronically, intends to sign, the signature is tied to the document, and the record can be kept and reproduced. SignLucid records each of those steps on the certificate of completion. A few kinds of documents, such as wills, family-law matters, court documents and some notices, are excluded or have their own rules. See E-signature laws. This is general information, not legal advice.
Documents that must be notarized or recorded (such as deeds), wills and testamentary trusts, family-law and court documents, notices cancelling health or life insurance, anything containing patients’ health information, and Form I-9.
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.
Try every feature free for 7 days (10 envelopes). No credit card.