Send engagement letters, organizers, returns and statements, each as its own tracked link. See who opened them, require terms first, and collect signatures.
Send them through TRAKiQ and let the automatic reminders run until each one is signed. You can see who has opened the letter and who has not.
No. IRS Publication 1345 requires knowledge-based identity verification for a Form 8879 signed remotely, and TRAKiQ verifies a recipient by emailing them a one-time code, which is not KBA. Use a provider built for 8879, or take that signature in person. Engagement letters, organizers and advisory work have no such requirement.
Each recipient gets their own private link, there is no download button unless you turn it on, and every copy carries the reader’s name. On a paid plan you can keep the file for up to a year; on the free plan it is deleted 30 days after completion.
Yes. Require your terms or an NDA before the document opens. The client gets a copy of what they accepted.
Yes. Every document produces a Certificate of Completion with the full timeline and a fingerprint of the file. Anyone holding it can check it at trakiq.co/verify without an account.