署名（ユースケース）：最小限の管理作業でオーナーの電子署名を取得

For firms where admins or other team members handle all document preparation, TaxDome allows admins and other team members with the required permissions to request signatures from the owner/partner and client simultaneously. This enables the owner to review and sign without performing admin tasks. In this article, you'll learn how to set up this workflow.

Step 1. Admin: Request a signature

Requesting a signature from the firm owner/partner or–in fact–any other team member can be handled the same way you handle requesting a signature from third-parties and clients without portal access. 

To request a signature from the owner/partner:

1. Upload the document you prepared (e.g., Form 8879) to any folder the  クライアントが閲覧できる アクセス .

2. When requesting a signature, select Add signer > New signer and enter the email address of the firm owner or partner. To avoid adding the owner as a contact for the client account, make sure the Create a new contact toggle for the signer is off.

3. Then, add all other necessary signers, such as the client and even yourself, if needed, and send a signature request. 

TaxDome will send the document to all listed signers, automatically routing it according to the selected order. 

Step 2. Firm owner/partner: Sign documents

Now, a firm owner can review a document and sign:

1. Open a link from your email. You don't need to log in. 

2. Sign the document like clients do.