- You'll receive an email with a signing link when your accountant sends a document - The link is single-use and works on any device (desktop, phone, tablet) - For some documents, you may need to verify your identity through a few questions (KBA)

- Open the email from your accountant — click the "Sign Document" link - Review the document carefully — read the full text, scroll through all pages - For 8879 with KBA: answer 5 multiple-choice questions about your identity (previous addresses, vehicles registered, etc.) — must get 4 of 5 correct - Click in the signature field — you can: - Draw your signature with your mouse or finger - Type your name (auto-styled in a signature font) - Upload a saved signature image - Add your initials and date where required - For MFJ tax returns: your spouse signs separately after you — they get their own email link - Click Sign and Submit - You'll receive a copy of the signed document plus a Certificate of Completion via email

- IRS doesn't require KBA for 8879 — your accountant decides whether to require it - Drawing on a phone works fine — use your finger - The signed document is stored permanently in your accountant's system; you also get a copy - The Certificate of Completion is your proof of signing (with timestamp, IP, audit trail)

- KBA failing — your records may not match public records; ask your accountant to switch to non-KBA signing or sign in person - Signing link expired: ask your accountant to resend (links are time-bounded) - Spouse didn't get their link: confirm the email address you provided is correct; your accountant can resend

- Welcome — first time signing into your portal - Paying invoices online - (Your accountant's specific signing requirements vary — ask them if unsure)