Use Case
A new client needs your W-9. Your accountant needs a signed return. HR needs your W-4. These forms contain your SSN. Don't upload them to some company's server.
Tax forms contain your Social Security Number, income details, and address. When you upload a W-9 to DocuSign, Signeasy, or SignNow, that document sits on their servers. Signeasy was caught downloading user contacts without permission. SignNow sent emails from their domain that looked like phishing. DocuSign charges enterprise prices for basic signing. You don't want your SSN on any of these platforms. Apple Markup can technically sign a W-9, but it can't fill the form fields properly. The W-9 has checkboxes, specific text fields, and requires a date. Markup makes you position text manually and has no checkbox tool.
eSign PDF processes everything on your iPhone. Your W-9 with your SSN never leaves your device. No server, no cloud, no account, no data collection. Open the W-9 PDF. AI detection highlights the fields. Type your name, business name, and address. Check the appropriate classification box. Enter your SSN or EIN. Sign and date at the bottom. Export as a flattened PDF where nothing can be modified. Email it to your client or accountant. Save a copy in your Tax Documents folder. The entire process takes 60 seconds and your sensitive data never touches the internet.
Open the blank W-9 PDF in eSign PDF (save a template copy on your phone). AI highlights all the fields that need filling.
Type your name, business name, and address. Check the correct classification checkbox (individual, LLC, etc.). Enter your SSN or EIN using the text tool. All done on-device, offline.
Place your saved signature on the signature line. Add today's date. Tap Done. Export as flattened PDF. Your SSN is now permanently embedded and can't be edited by the recipient.
Email the signed W-9 to your client. Save a copy to your Tax Documents folder in eSign PDF and back up to Files. Ready for tax season.
Keep blank copies of W-9, W-4, and other common tax forms saved in eSign PDF for quick filling
Create a Tax Documents folder to organize all signed tax forms by year
Always use flattened export for tax documents — protects your SSN from being edited after signing
Back up signed tax documents to your iCloud Files folder for long-term record keeping
Use the app offline when filling tax forms with sensitive information — no internet means zero chance of interception