Simplifying Joint Signatures on Form 8879: A Seamless Solution for Couples Sharing an Email Address
How to start saving money
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Why it is important to start saving
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How much money should I save?
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What percentege of my income should go to savings?
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At tax time, firms frequently encounter joint filers who share a single email address. Traditionally, signing Form 8879 electronically required each taxpayer to have their own email, complicating the signing process for many couples. Liscio has addressed this common challenge, enabling joint signers to easily complete their Knowledge-Based Authentication (KBA) and sign Form 8879 securely, using the same email address and even the same device.
The Problem: Limited Email Addresses, Complicated Signatures
Many couples maintain only one shared email account, creating friction when both individuals must independently authenticate and digitally sign important documents like Form 8879. This not only frustrates clients but also delays document processing, slowing down workflow and efficiency within your firm.
The Liscio Solution: Joint Signatures Simplified
Liscio's innovative solution allows both taxpayers to complete their KBA and digitally sign their Form 8879 seamlessly from the same email address and device. Our streamlined workflow ensures compliance, reduces friction, and significantly enhances the client experience.
Here's how easy it is:
- The firm sends Form 8879 for signature through Liscio.
- Each signer accesses and completes their KBA from the shared email address.
- Both parties sign electronically from the same device.
This video includes each step of the joint signature process: LINK
With Liscio, tax firms can expedite the tax return delivery process without compromising on security or compliance.
FAQ: Ensuring Compliance and Convenience
Q: Is this process compliant with IRS guidelines?
A: Yes, Liscio's joint signing workflow fully complies with IRS e-signature guidelines, including individual KBA authentication for each signer.
Q: Can signers truly use the same device safely?
A: Absolutely. Each signer separately completes their authentication steps, ensuring individual identity verification and security.
Q: Does Liscio store sensitive KBA data?
A: No. Liscio does not store or retain sensitive authentication data, aligning fully with IRS compliance and data privacy standards.
Q: How does this solution enhance the client experience?
A: By simplifying the signing process, clients experience fewer hurdles and quicker completion times, significantly improving overall client satisfaction and trust.
Liscio provides a streamlined, efficient client experience including joint signing that is now easier than ever.
