Intuit Integrates DocuSign’s Electronic Signature Technology into Professional Tax Products

Functionality Will Accelerate Tax Form Prep and Return Processing;
Faster Refunds for Clients

PLANO, Texas and SAN FRANCISCO, California – Sept. 12, 2014 – Intuit Inc. (Nasdaq: INTU) announced it will integrate DocuSign’s Digital Transaction Management (DTM) and electronic signature technology into its professional tax software products for the upcoming tax season. The integration, available for purchase on Intuit Tax Online, Intuit Lacerte and Intuit ProSeries solutions, will offer tax professionals and their clients the convenience of quickly, easily and securely obtaining electronic signatures in tax returns anytime, anywhere, on any supported device for faster tax form preparation, processing and refunds.

“The integration with DocuSign will help eliminate the back-and-forth, last-minute coordination between tax professionals and clients in getting forms signed before filing to create a better customer experience,” said Karen Stroup, Vice President of Product Management for Intuit’s Professional Tax Group.  “Integrating electronic signature capability into the tax prep workflow simplifies the last step in the process, eliminating the paper chase and saving tax professionals and their clients valuable time in season when they have very little to spare.”

“DocuSign and Intuit share a common vision that puts our customers and their success at the center of everything we do,” said Keith Krach, chairman and CEO of DocuSign. “We’re excited to have Intuit join the DocuSign Global Trust Network. With the combination of Intuit’s industry leadership and the power of the DocuSign Digital Transaction Management platform, together we can help transform the industry with easier, faster, more convenient and secure all-digital transactions.”

Fast, Easy and Secure Transaction Experience

Intuit’s integration with DocuSign offers secure, legally binding completion of Internal Revenue Service Forms 8878 and 8879. When ready to file a return, the tax professional selects the DocuSign eSignature option within the Intuit product to send their clients a link to encrypted documents requiring signature. Clients can access DocuSign from any supported mobile or desktop device.

The completed documents are then digitally stored, filed and accessible for future use by all signing parties. Additionally, a complete audit trail is maintained on all forms so every touch point in the transaction is documented and legally binding. As the global standard, DocuSign automates manual, paper-based processes with the only open, independent, xDTM compliant platform for managing all aspects of documented business transactions.

Intuit Tax Online, Intuit Lacerte, and Intuit ProSeries with DocuSign is scheduled to be available to all Intuit professional tax customers in the Tax Year 2014 filing season. For more information about Intuit visit or to learn more about DocuSign.

Amy Engler
Intuit Professional Tax Group

Shawn Roberts 
TallGrass PR for DocuSign NA PR

Kristin Treat
DocuSign, Inc.

About Intuit Inc.
Intuit Inc. creates business and financial management solutions that simplify the business of life for small businesses, consumers and accounting professionals. Its flagship products and services include QuickBooks®, Quicken® and TurboTax®, which make it easier to manage small businesses and payroll processing, personal finance, and tax preparation and filing. provides a fresh, easy and intelligent way for people to manage their money, while Demandforce® offers marketing and communication tools for small businesses. ProSeries® and Lacerte® are Intuit's leading tax preparation offerings for professional accountants.  Founded in 1983, Intuit had revenue of $4.2 billion in its fiscal year 2014. The company has approximately 8,000 employees with major offices in the United States, Canada, the United Kingdom, India and other locations.  More information can be found at, the Intuit logo, Intuit Tax Online, Intuit Lacerte and Intuit ProSeries among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries.

About DocuSign, Inc.
DocuSign® is The Global Standard for Digital Transaction Management™. Global enterprises, business departments, individual professionals, and consumers have standardized on DocuSign, with more than 40,000 new users joining the DocuSign Global Network every day. Today, that network includes millions of users in 188 countries. DocuSign's DTM platform supports legally compliant electronic and digital signature processes tailored to meet requirements globally with localization in 43 languages. Companies and individuals DocuSign to accelerate transaction times to increase speed to results, reduce costs, increase security and compliance, and delight customers across nearly every industry – from financial services, insurance, technology, healthcare, manufacturing, communications, real estate, retail, and consumer goods to higher education, non-profit and others – as well as every business department, including sales, finance, operations, procurement, HR/staffing, legal, and customer support. For more information, visit or call 877.720.2040. Visit the DocuSign blog at and follow DocuSign on Twitter, LinkedIn, and Facebook

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