Get encrypted email, secure file sharing, and electronic signatures. The easy way.
Corona, CA
Joined March 2017
- Tweets228
- Following5
- Followers13
- Likes0
Tax reform is here: The One Big Beautiful Bill Act changes deductions, reporting, & compliance. Are you ready to guide your clients? Full breakdown 👉 encyro.com/blog/one-big-beau… #TaxUpdate #CPAs #Accounting
Following up on the August update, Encyro just released a set of additional new features and enhancements: encyro.com/blog/encyro-updat…
Checkout the new features in the Aug 2024 update: see how you can benefit from filtering, custom views, file requests, multiple files in e-sign, and easier folder navigation: encyro.com/help/article/244-…
(Includes a quick video.)
Can I use e-sign for the state tax e-file authorization (the IRS 8879 equivalent for my state)?
The short answer is YES for most states except Arkansas. See AICPA guidance for every state: aicpa.org/content/dam/aicpa/…
As of Dec 9, 2021, IRS has approved the use of e-sign through Oct 31, 2023 (an additional extension for nearly 2 more years): irs.gov/newsroom/irs-operati…
Get IRS KBA compliant e-sign at encyro.com/esign
Many computers do not have a touchscreen. If reviewing an Encyro E-Sign request on such a computer, you can still sign with your finger using the touchscreen on your phone. You simply scan a QR code shown in the Encyro E-Sign request and draw your signature on the phone!
Learn how to send an electronic signature request. See how to:
1. Add multiple signers to the same document.
2. Add text annotations before you send the request.
3. Add text or date boxes for the signers to fill out (aside from the signature or initials boxes).
IRS approves additional forms for electronic signatures, for no-touch operations during the pandemic, through June 30, 2021:
irs.gov/newsroom/irs-operati…
Get free e-sign at encyro.com/esign
Sign up sooner to send more free e-sign requests before the IRS deadline.
Meet IRS Pub. 1345 requirements with Encyro electronic signatures for Form 8879: automated secret codes by text (SMS) make KBA easier.
blog.encyro.com/form-8879-ir…
IRS recommendation for tax professionals:
Use strong passwords.
Use secure wireless networks.
Never share sensitive data over email.
Use multifactor authentication.
Read more at tax.ny.gov/help/contact/data…
How to send a secure message, and how your clients receive it youtu.be/77_oTH5PMK8 via @YouTube
IRS Checklists for Tax Preparers (Security Obligations) blog.encyro.com/irs-checklis…
Top Client Portals of 2018: Detailed Comparison blog.encyro.com/best-client-…
Encyro Lauded for Exceptional Design by Software Review Platform @FinancesOnline. See blog.encyro.com/encyro-laude…
