UltraTax CS eSignature
Why isn’t signing the simplest part of the tax process?
Now you can easily gather signatures from your clients for individual signature forms (such as Form 8879), engagement letters and consent forms—at any time and from anywhere. This fee-based UltraTax CS feature gives you and your clients the convenience, security and efficiency you’ve been looking for in an electronic signature function.
Clients sign electronically and you can set automatic client reminders, so you don’t have to spend valuable time gathering the required signatures in person.
Your firm saves headaches because integration is a snap—the eSignature feature was specifically developed to integrate with UltraTax CS. Your client saves headaches because they only have to eSign once, and the eSignature is automatically applied to all necessary locations in the documents. And it can be used on nearly any mobile device or computer browser.
Save IRS Hassles
You can be confident you’re in compliance, because eSignature meets stringent IRS requirements for Knowledge-Based Authentication (KBA) for Form 8879.
Save Travel Expenses
You never have to leave your office, since clients can complete their eSignature on their desktop, laptop, tablet or smartphone from wherever they are.
Fees are only assessed upon successful completion of eSignatures for all parties. Be sure to check your state’s rules to verify whether your state accepts federal eSignatures.
Note: There’s no extra charge for states with their own eSignature form, if processed with Form 8879. The spouse’s eSignature form is also included in the 8879 transmission fee.
Have questions or want to know more about UltraTax CS eSignature? You can find additional information like specific state and form details on our UltraTax CS eSignature fact sheet.
For more information and pricing on UltraTax CS eSignature, email us at CS.Sales@ThomsonReuters.com or call 800.968.8900.