Less chasing.
More signing.
All in TAAX.
Live signing, notary seals and multi-user signatures—connected to your office and TAAX Ai.
No printing. No scanning. No back-and-forth.
A clear agreement.
A confident next step.
Prepared for Jordan Ellis
Scope of services
This agreement outlines the services, responsibilities and terms for our work together.
1 Jordan Ellis
Signed2 Avery Morgan
Up nextEvery signer.
The right order.
Live signing
Work with clients in real time
Notary seals
Apply your online notary seal
Multi-user signatures
Bring every signer into the flow
Connected to TAAX Ai
Keep the next step in view
From document to done.
Make it ready to sign.
Upload a document, place the signing fields, or start from a reusable template.
Invite the right people.
Choose the signers and their order. Send the request or share the document link.
Keep the signed copy close.
Track progress and keep the completed copy connected to the client’s file.
Every signer.
Every signing situation.
Support five sessions, add signers and multi-user signatures, and collect signatures from everyone involved.
Live signing
Review documents with clients and guide the signing process in real time.
Be present for the moments that need a little guidance.
Notary seals
Apply your online notary seal to documents that need it, within your signing workflow.
Bring signatures and your notary seal into one process.
Multi-user signatures
Collect signatures from multiple people on one document and choose their signing order.
Keep everyone involved and the next signature clear.
Know what’s signed.
See what needs a nudge. See what’s next.
Keep every request in view, from the first invitation to the final signature.
Your signature requests
Engagement letter
Jordan Ellis · Viewed todayService agreement
Avery Morgan · Sent yesterdayClient authorization
Taylor Brooks · Signed todayKeep the next step clear
App and email notifications let clients know when it’s time to sign.
Let reminders do the chasing
Daily reminders help unsigned documents back to your client’s attention.
Keep signers in sequence
Set the order when more than one person needs to sign.
Your signing workflow,
one step ahead.
Bring signing activity into the same conversation as the rest of your office.
- Ask about pending signatures
- Review follow-up drafts
- Keep the next action clear
Ask. Review. Keep work moving.
TAAX Ai
Which documents are waiting for a signature?
2 documents awaiting signatures
Engagement letter · Jordan Ellis
Service agreement · Avery Morgan
A follow-up, ready when you are.
Hi Jordan, your engagement letter is ready for your signature. Please review it when you have a moment.
Their signature.
On their schedule.
Give clients a convenient way to review and sign from phone, tablet or desktop—without fitting another office visit into their day.
- Type, draw or upload a signature
- Sign across desktop and mobile
- Stay connected through the Customer App
Engagement letter
Prepared for Jordan EllisYour agreement, ready to review.
Please review the document and add your signature below.
Better paperwork starts here.
Create once. Send again.
Turn repeat paperwork into reusable templates with fillable fields.
Engagement letters
Service agreements
Client authorizations
Add confidence to every step.
Keep the signer and document history connected through the approval process.
Signer ID authentication
Document activity history
Signed copies linked to clients
One signature. A connected office.
Keep the next step close, with the tools your business already owns.
Document Manager
Prepare files and keep signed copies organized.
Customer Manager
Find agreements alongside the client relationship.
PDF Merge Tool
Combine documents before requesting signatures.
Invoice & Billing
Keep approvals and billing in the same workspace.
Your signing questions, answered.
Want to see it in action?
Get it signed.
Get back to your business.
Make e-signatures part of a more connected office with TAAX Pro.