Demo environment. Sample data only. Nothing is saved and nothing is sent.
Tax year
Acting as

Print, sign, photograph — replaced

Signatures

26 requests across 34 clients.

Not sent3
DocumentClientSignerSentSignedStatus
2025 Engagement Letter
SG-0330
Corinne RocherCorinne RocherNot sent
2025 Engagement Letter
SG-0331
Tobias RowbothamTobias RowbothamNot sent
2025 Engagement Letter
SG-0332
Isolde CranshawIsolde CranshawNot sent
Sent4
DocumentClientSignerSentSignedStatus
2025 Engagement Letter
SG-0320
Marisol & Elias DelacroixMarisol & Elias Delacroix2026-02-17 10:00Sent
2025 Engagement Letter
SG-0321
Freya PescatoreFreya Pescatore2026-02-16 14:00Sent
NY IT-201 authorization
SG-0322
Ephraim & Astrid CorvinoEphraim & Astrid Corvino2026-02-17 09:00Sent
2025 Engagement Letter
SG-0323
Cleo BergstromCleo Bergstrom2026-02-15 13:00Sent
Viewed4
DocumentClientSignerSentSignedStatus
Form 8879 (2025)
SG-0310
Theo BramwellTheo Bramwell2026-02-13 09:00Viewed
Form 8879 (2025)
SG-0311
Anselm MalinowskiAnselm Malinowski2026-02-16 11:00Viewed
Form 8879 (2025)
SG-0312
Juno OstranderJuno Ostrander2026-02-15 14:00Viewed
Form 8879 (2025)
SG-0313
Renata SivertsenRenata Sivertsen2026-02-15 12:00Viewed
Signed12
DocumentClientSignerSentSignedStatus
Form 8879 (2025)
SG-0301
Cassian OsterlundCassian Osterlund2026-02-13 14:002026-02-14 09:12Signed
Form 8879 (2025)
SG-0302
Ines & Piers RennekerInes & Piers Renneker2026-02-04 10:002026-02-05 11:02Signed
Form 8879 (2025)
SG-0303
Nora WeatherfordNora Weatherford2026-02-05 09:002026-02-06 08:14Signed
Form 8879 (2025)
SG-0304
Roan PentlandRoan Pentland2026-02-02 09:002026-02-03 08:00Signed
Form 8879 (2025)
SG-0305
Corvino Family TrattoriaCorvino Family Trattoria2026-02-03 09:002026-02-04 09:30Signed
2025 Engagement Letter
SG-0350
Rowan AshcombeRowan Ashcombe2026-01-24 09:002026-01-25 10:11Signed
2025 Engagement Letter
SG-0351
Nadia & Ulric MarchettiNadia & Ulric Marchetti2026-01-21 09:002026-01-22 14:00Signed
2025 Partnership Engagement Letter
SG-0352
Wexler & Halberg DesignWexler & Halberg Design2026-01-12 09:002026-01-13 09:00Signed
2025 Engagement Letter
SG-0353
Elena KestrelElena Kestrel2026-01-15 09:002026-01-17 09:00Signed
2025 Business Engagement Letter
SG-0354
Sag Harbor Millwork Co.Sag Harbor Millwork Co.2026-01-26 09:002026-01-27 09:00Signed
2025 Business Engagement Letter
SG-0355
Farnham Tile & StoneFarnham Tile & Stone2026-01-22 09:002026-01-23 14:00Signed
2025 Business Engagement Letter
SG-0356
Kestrel Print StudioKestrel Print Studio2026-01-27 09:002026-01-28 09:00Signed
Declined3
DocumentClientSignerSentSignedStatus
2025 Engagement Letter
SG-0340
August FenwickAugust Fenwick2026-01-28 09:00Declined
Form 8879 (2025) — re-sign after IRS rejection
SG-0341
Piers VillarealPiers Villareal2026-02-16 09:00Declined
NY IT-201 authorization
SG-0342
Milo TorvikMilo Torvik2026-02-05 09:00Declined