- You will receive an email from RightSignature.com with a link to sign the tax packet and complete the questionnaire digitally.
- You must complete all the required signature, date and questionnaire boxes and select “Submit Signature” before we will be notified that the document is complete.
- If there is more than one signer, each person has an email with their unique link to sign. Only one person in a couple is assigned the questionnaire but you both need to sign the engagement letter portion. We will not be notified that the document is complete until BOTH people have signed.
- You can save your progress and come back to the document later if needed.