Now Accepting eSignatures!

As of January 2021, Senter CPA is now allowing our clients to sign their tax documents electronically! 

What Does This Mean for You? 

It means convenience and faster service. No more printing, signing, scanning, then emailing, delivering, or mailing tax documents to our office, just so we can get a signature from you. The process takes less than a minute and will help us get your documents to the IRS quickly and efficiently.

What Do We Need From You?

We will need a valid email address, and if you are filing joint, we will also need your spouse’s email address. The IRS has set strict rules on how documents can be e-signed, as a result, if you are married, we are required to send the eSignature request to two separate email addresses. 

If you would like to get started signing electronically, give our office a call at (248) 934-0550, so we can get the correct data in our system or verify what we have.  If you have already signed electronically through us previously, then you are already setup and ready to go!

How Does it Work?

Once we have your email address on file, we will send you the request to sign via email.  Depending on what you are signing, you may be presented with a question, or a series of questions, you will need to correctly answer to authenticate.  Once you have reviewed the documents that have been sent to you, simply type your name, choose your writing style, and submit. That’s it! We will take it from there.

Once we send an e-Signature request to you, you will continue to receive reminders until it is either signed, declined by you, or the request has expired.

Does it Work on Mobile Devices?

It sure does!  Any mobile device (cell phones, tablets, etc.), desktops, and laptops can all be used to e-Sign.

Is it Secure?

You bet! The eSignature addon we use is fully compliant, and it meets the IRS requirement for Knowledge-Based Authentication (KBA).  

Exclusions

Unfortunately, due to limitations set by the IRS, we currently can only collect eSignatures for our 1040 clients. If you are filing anything other than a 1040, for now, we will still have to get a physical signature from you.

Please feel free to reach out to us if you have any questions or concerns.

 

CONTACT US

10 + 11 =

Bank Reconciliations

Reconciling your bank account is a simple yet often overlooked part of one’s accounting system. Whether you are using a check register or sophisticated accounting system it’s wise to reconcile your bank account to your register or accounting program. This can be done...

Comprehensive Financial Planning: Building a Dream Team of Professionals

Building a network of well-connected financial professionals is a crucial means of personal wealth management. A dream team of experts will provide service and support towards working for and achieving your financial goals, while monitoring progress along the way....

Certified Public Accountant: Why You Need One in 2020

What does financial success mean to you? Security, peace of mind or perhaps more free time spent with family and friends probably sound right. Often times, the shape of financial success will change over the course of time (think: marriage, kids, starting a...

Senter, CPA: A Virtual Firm

Thinking about how to work with your accountant remotely? Senter, CPA was a virtual firm long before we needed to be due to the COVID-19 outbreak. From the beginning we've chosen high performance tools and technologies, which allow us to best service our clients....

Embracing Change: Virtual Accounting Services

Collaboration with your accountant or other industry professional may seem like a daunting task. The COVID-19 pandemic changed most traditional practices of getting your taxes prepared, reconciling your balance sheet or preparing financial statements. Assembling a...

Spring Clean Your Finances in 8 Simple Steps

Spring is a time of new beginnings and fresh starts. While your finances don't start over, they do change slightly year to year. If you're looking for a productive project to stay busy while you self-quarantine, then get rid of financial clutter and enjoy the peace of...

Set Yourself Up for Success: Tracking Business Expenses

I'd be willing to bet that most small business owners don't wake everyday excited and ready to conquer their books.  Perhaps, if you're like most entrepreneurs, balancing your business accounts is often ignored and becomes a sensitive subject, a stressor.  And yet,...

Three Quarterly Conversations to Have with Your CPA

The importance of establishing a strong working relationship with your CPA is crucial to feel comfortable trusting their guidance and relying on their advice. Having candid conversations on a regular basis will not only deepen your relationship with your accountant,...

Client Accounting Services

Client Accounting Services. What are they and why they are so much more than traditional bookkeeping serivces.

Senter CPA: 8 Frequently Asked Questions

As tax and accounting professionals in the financial industry, we here at Senter CPA receive lots of questions during our client consultations and reviews. Providing thoughtful advice tailored specifically to our client is our expertise.