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Paperwork by profession

Prepare Clear Client Authorizations and Tax Packets: A Phone Paperwork Guide for CPAs and Bookkeepers

A client has sent the right tax form with the wrong signature method. Check the IRS submission route before trying another fax.

Your practical walkthrough

  1. Capture or import the pages

    Use even light, include all corners and review each page for missing text.

  2. Review the complete packet

    Rotate and reorder pages, then check faint handwriting and small numbers at full zoom.

  3. Save and share a PDF

    Export one PDF, open it to verify the page count and use the submission channel the recipient accepts.

Check this before you send

Electronically signed Forms 2848 and 8821 use the IRS online route; paper handwritten signatures are required for fax or mail under current instructions.

Your working packet

Keep these records together: engagement letter, W-9, Form 2848 and Form 8821.

Use the current revision and check tax years, representative details and signature sections. Send sensitive client data only through approved channels.

A repeatable handoff

Start with a clean original, make a separate signed or annotated copy and confirm the destination before sharing. If a fax is requested, wait for the final status and keep its receipt. Scan in airplane mode when you need local capture; sending and cloud backup require a connection.

Compare the actual cost

US pricing and clearly labeled examples
OptionCostWhat to check
SignaraScan Pro$39.99/year or $3.99/month360 pages/year on annual plan; 30/month on monthly plan. US/Canada outbound fax.
Pro Cloud$59.99/year or $6.99/month600 pages/year on annual plan; 50/month on monthly plan. Optional backup.
Copy shop example$2.00/pageIllustration only. Ask your location for a current quote, cover charges and tax.
Weekly subscription example$9.99/week × 52 = $519.48Hypothetical offer, not a claim about every app. Compare the checkout price.

The 14-day trial needs no account or card for local scanning and signing. Check available fax pages or page packs in the app before sending. Purchased fax packs do not expire; plan allowance terms are shown in the app.

Questions people ask

Do I need an account?

Not to scan, sign, annotate or export locally. Fax and optional cloud backup require an account.

Does a delivery receipt prove acceptance?

No. It records transmission status, not human review, legal service or approval of a filing.

Can I send an international fax?

SignaraScan fax coverage is limited to the United States and Canada.

Related help

Sources and editorial notes

Written by the maker of SignaraScan, not an independent review publication. Product details follow our published privacy policy and plan information. Recipient instructions take priority over a general guide.