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
Capture or import the pages
Use even light, include all corners and review each page for missing text.
Review the complete packet
Rotate and reorder pages, then check faint handwriting and small numbers at full zoom.
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
| Option | Cost | What to check |
|---|---|---|
| SignaraScan Pro | $39.99/year or $3.99/month | 360 pages/year on annual plan; 30/month on monthly plan. US/Canada outbound fax. |
| Pro Cloud | $59.99/year or $6.99/month | 600 pages/year on annual plan; 50/month on monthly plan. Optional backup. |
| Copy shop example | $2.00/page | Illustration only. Ask your location for a current quote, cover charges and tax. |
| Weekly subscription example | $9.99/week × 52 = $519.48 | Hypothetical 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
- How to Scan, Sign and Fax IRS Form 2848 from Your Phone
- How to Scan and Back Up IRS Form 2848 on Your Phone
- Free Printable Fax Cover Sheet Generator for the US and Canada
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.