Upload a document and SignLucid finds the signature lines and places every field. Your clients are walked to each spot, one at a time, and can’t submit until it’s complete. If something still needs fixing, send back just that spot.
Tax season used to mean printing, chasing and re-sending. Here's what changes.
SignLucid reads the form’s printed text to find signature and date lines on Form 8879, 2848, 8821, engagement letters and contracts. When you move a field, it remembers that kind of page, so the next one is already right. It keeps the form’s printed words, never client names.
One spot at a time with Start → Next → Finish. Clients can’t submit with a missed signature or an empty required field.
Send back a single field with a note. The rest stays signed, and old versions stay in the record.
Signing pages in both languages, with an optional AI plain-language summary so clients know what they’re signing.
Missing signer, no signature field, no date? SignLucid flags it before the envelope goes out.
Every signed PDF ends with a certificate: consent, signing time, IP address, device, access method, the full event history and a SHA-256 fingerprint of the original.
Each signer gets a private link by e-mail, or you copy it into a text or WeChat message. Add an access code when you want an extra check.
Here’s how different firms use SignLucid day to day.
Form 8879, 8879-S / -PE, 2848, 8821, engagement letters
Upload the return package. SignLucid finds the 8879 signature lines and puts the taxpayer and spouse fields in place. Taxpayer and spouse each sign only their own lines, guided spot by spot.
Remote e-signatures on Form 8879 require identity verification under IRS Publication 1345; until built-in KBA launches, use SignLucid for in-office signing or for your other client documents.
Applications, beneficiary changes, policy delivery receipts
Mark the signature spots once; SignLucid remembers the layout for the next client on the same form. Clients sign on their phone, in English or Chinese.
Listing agreements, buyer representation agreements, disclosures
Several signers on one document, each in a different color, so buyers and sellers only sign their own spots. A signed copy and a completion certificate go into the file.
Engagement letters, fee agreements, NDAs
If a client signs in the wrong spot, send back just that field. Everything else stays signed, and the audit trail keeps every version.
Staff onboarding, contractor and vendor agreements, office leases, policy acknowledgments
New hires and contractors sign their paperwork on their phone before day one, and vendor agreements go out the same afternoon. Every signed copy comes with a completion certificate.
For staff and business documents — SignLucid is not set up for patient health information.
Volunteer agreements, event waivers, donation pledges
Volunteers sign their agreement and event waiver on their phone before they show up, and donors sign pledges from anywhere. Each signed copy comes with a completion certificate for your records.
Offer letters, contractor agreements, vendor contracts
Send from your firm’s name; with Pro / Firm, AI guidance explains each document to the signer in plain English or Chinese.
Examples of how firms use SignLucid — not customer reviews.
Each signer opens a private link in any browser. Your clients are never users and never pay.
Every signed PDF ends with a certificate of completion and SHA-256 fingerprints of the original and the signed file.
Send back just the field that’s wrong. Everything else stays signed, and every version stays in the audit trail.
Priced per firm, with unlimited envelopes for your firm’s normal client work on every plan.
“We built SignLucid because our own clients kept signing on the wrong line, and every re-send cost a day.”
SignLucid began as the signing tool of a working CPA firm’s client portal, where it handles Form 8879s and engagement letters every tax season.
Every plan includes unlimited envelopes, automatic placement and guided signing. One month (30 days) free.
SignLucid is designed around the U.S. ESIGN Act and UETA: each signer agrees to use electronic records and signatures, adopts a signature, and confirms before submitting. The signed PDF carries a certificate with the time, IP address, device and full event history. A few document types (for example wills and certain legal notices) can’t be signed electronically; ask your attorney if you’re unsure.
Yes. SignLucid recognises Form 8879 and its business versions and places the taxpayer and spouse fields for you. For remote e-signatures on Form 8879, IRS Publication 1345 requires you to verify the signer’s identity, for example with knowledge-based authentication (KBA). Built-in KBA is on our roadmap. Until then, use access codes and your firm’s own identity checks, and follow Publication 1345.
No. Each signer gets a private link that works in any phone or computer browser. You can e-mail it from SignLucid, or copy it into a text or WeChat message.
Mostly it doesn’t: clients are taken to each of their own spots one at a time, and each signer’s fields have their own color. If something still needs fixing, open the envelope, tick only the fields to redo and add a note. The client re-signs just those; the rest stays signed and the change is recorded.
Yes. Every plan includes unlimited envelopes. You pay per firm, by plan size, so a busy tax season doesn’t change your bill.
Yes. The signing page switches between English and Chinese, and can show an AI plain-language summary of the document in both languages. Summaries help clients understand the document; they don’t replace reading it.
Set up in minutes. One month free, no credit card. Your clients will notice the difference.