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.
screenshot of digital signatures
Watch Video

Spend less time in client meetings with a digital workflow

Use CCH iFirm Portal  to share documents and get signatures from your clients from the same secure interface.

Your clients will love how easy it is to provide signatures!

From an email notification, clients will follow simple instructions that guide them through the signing process. As soon as the documents are signed you will get notified.

screenshot of digital signatures
Watch Video

The process is simple:

  1. Upload your documents to be signed from the CCH iFirm Portal interface
  2. Indicate where your client should sign, by dragging tags on the document
  3. Clients receive a notification asking them to sign their documents
  4. Clients follow a simple step to sign the document. The whole process takes less than 20 seconds
  5. They click finish, and they’re done.
  6. That’s not all, you get the signed documents back into your portal in a matter of seconds!

Why CCH iFirm Digital Signature?

  • Safe & secure
    • Powered by DocuSign, the world leader in Electronic Signature
    • Integrated with CCH iFirm Portal
  • Quick & Easy for you and your clients to use
  • Enhanced efficiency – access over 300 pre-tagged forms from CCH iFirm Taxprep, or Taxprep* or configure templates with signature tags for common documents so you won’t have to manually do this for each document.
  • Fewer client errors – it’s 100% clear where they need to sign and date each document
  • Fast – Signatures can be done in 20 seconds
  • Cost effective

* Must be a CCH iFirm Taxprep, or Taxprep subscriber to access these pre-tagged forms.

eSignature legality in Canada

Electronic Signature has been recognized by law in Canada since 1999, with the passage of the Uniform Electronic Commerce Act. Canada has a history of being an Open, business-friendly, eSignature technology-neutral environment.

We had started looking at digitizing our entire T1 process, instead of just parts of it, before the pandemic, so we were actually way ahead when COVID-19 hit. Our original goal was to get 20% to 30% of our T1’s completely digital, but the pandemic helped us increase that number to something like 80% to 90%. Some of our clients could hardly believe how easy it was, and it seems doubtful that we (or they) would ever go back!

Using digital signatures has been a real time-saver for us, giving us more time to do the value-added work that really helps our clients and enhances our service levels.

As far as the new date and time stamp requirements go, I can’t imagine having to do that manually – the integration will eliminate a very time-consuming and tedious process for us.”

Felice Di Pietro, CPA, CMA
Better manage your practice and boost your efficiency with the CCH iFirm ecosystem

DocuSign belongs to © DocuSign Inc., 2003.
Please refer to our partner website for additional information about the applicability in Canada: https://www.docusign.com/how-it-works/legality/global/canada

Back To Top