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Email signature

Email signature for Tax Preparers

Tax preparers live by deadlines, and the signature is prime real estate for nudging clients toward the next one. Your PTIN and a secure upload link belong here too, since email is exactly where sensitive returns get requested.

What matters in a tax preparer signature

  • Include your PTIN so clients and the IRS can verify you're an authorized preparer.
  • Link to a secure upload portal — never invite clients to email W-2s as attachments.
  • During filing season, add a deadline-reminder line to reduce last-minute scrambles.

Build your tax preparer signature

Your details
Contact
Media (optional)

Images must be hosted at a public URL so they load inside email clients.

Banner (optional)

A wide image shown under your signature — great for a “Book a demo” or promo strip. Host it at a public URL.

Social links
Call to action (optional)
Style
Social links

Text links are the most private and render everywhere. Icons load small hosted images.

Legal (optional)
Live previewRenders in Gmail · Outlook · Apple Mail
Jordan Rivera
Head of Partnerships · Northwind Studio
jordan@northwind.studio
+1 (415) 555-0132
northwind.studio
San Francisco, CA
LinkedIn  ·  X
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