Completing Tax Packets via RightSignature

  1. You will receive an email from RightSignature.com with a link to sign the tax packet and complete the questionnaire digitally.
  2. 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.
  3. 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.
  4. You can save your progress and come back to the document later if needed.