The IRS is authorized to accept digital or other electronic signatures and to publish standards for their use. Documents signed under an IRS-adopted electronic method are treated the same as ink signatures for all civil and criminal purposes, including penalties of perjury 1.

A Centralized Authorization File (CAF) number is a unique nine-digit ID assigned the first time you file a third‑party authorization (Form 2848 POA or Form 8821 TIA) with the IRS; the IRS mails a letter with your assigned CAF number.

You cannot use or disclose a client’s tax return information without the taxpayer’s prior written consent, except where a specific regulation permits it for preparation/filing or certain internal uses.

Here’s what HIVE AI had to say about "Third-party software integration with IRS systems": Third-party software integration with IRS systems Overview Integrating third‑party software with IRS systems generally falls into a few tracks: Modernized e‑File (MeF) for...

e‑Services is the IRS’s online suite for tax pros and payers (e-file application, Transcript Delivery System, TIN Matching, etc.). Access requires an individual user account for each Principal, Responsible Official