Gone are the days of non-secure file sharing through email or regular mail. Accountants’ handling of client documents is not only a professional obligation, it’s a legal obligation as well.
CCH iFirm®’s partnership with DocuSign now gives accountants additional peace of mind that document exchanges are secure. Clients can also be reassured that their personal information stays personal.
Clients can now sign authorized tax forms (such as T183, T183 CORP, TP-1000, CO-1000, T1135, and T1013), engagement letters, or other type of documents with their existing access to CCH iFirm Portal. This feature is also now fully integrated between CCH iFirm Portal and Taxprep and CCH iFirm® Taxprep. You can publish documents or forms that require your customer’s digital signature in a single click. To streamline your signature process, a built-in tag was integrated to the forms to indicate where the digital signature must be affixed.
CCH iFirm®’s partnership with DocuSign now gives accountants additional peace of mind that document exchanges are secure. Clients can also be reassured that their personal information stays personal.
Clients can now sign authorized tax forms (such as T183, T183 CORP, TP-1000, CO-1000, T1135, and T1013), engagement letters, or other type of documents with their existing access to CCH iFirm Portal. This feature is also now fully integrated between CCH iFirm Portal and Taxprep and CCH iFirm® Taxprep. You can publish documents or forms that require your customer’s digital signature in a single click. To streamline your signature process, a built-in tag was integrated to the forms to indicate where the digital signature must be affixed.