Tania Talks: Intuit Sign for ProFile

In Intuit Sign for ProFile -- Tania explains this powerful e-signature feature. She explains how it works, what your clients will see, and how it fits with CRA compliance. This video will also highlight the latest enhancements to the product, released as of March 2025.

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Tania Franolic has 25 years of experience as a bookkeeper and tax preparer. She brings her knowledge of the industry to her job as a Professional Services Specialist at Intuit. She's passionate about helping accounting professionals streamline their workflows and maximize efficiency.

Tania Talks is a video series designed to provide practical insights from an industry workflow perspective. It goes beyond just the “how”—exploring the “who” and “why” behind key processes.

Every company has its own needs, whether you're a single person or managing a bigger team. Our goal is to help you use Intuit's solutions so you can succeed, especially during busy times.

Chapters
0:00 - Introduction
0:17 - What is Intuit Sign?
1:00 - How to access Intuit Sign
1:48 - How to use Intuit Sign
3:27 - How to customize requests
5:50 - The client's experience
7:06 - Farewell

[JoelleSater]

Love this series! Tania always has great things to teach and share with us.