Get an estimate signed online

Send your client a link, let them sign on their phone, then invoice the approved estimate.

Steps

  1. 1Create your estimate: pick the client and add your work.
  2. 2Send the link: tap Send, then Copy link, and pass it to your client.
  3. 3Your client opens the link on their phone, reads the estimate and signs it.
  4. 4The estimate shows as signed. Open the invoice made from it.

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Install TaxSnap on your phone

No app store needed - it installs straight from this page.

iPhone & iPad

In Safari, tap the Share icon, then "Add to Home Screen".

Android

Open this page in Chrome, then tap Install when prompted.