Thomson Reuters confirmed today that UltraTax CS will provide an eSignature offering for the upcoming tax season. This new, easy-to-use feature will be launched with the November release of UltraTax CS and will enable accounting firm clients to sign tax forms and other documents electronically from their desktop, laptop, mobile phone, or tablet—providing a secure, convenient, and expedited means of obtaining clients’ signatures.
The optional eSignature functionality will help firms efficiently execute signatures on standard documents as well as meeting the stringent IRS requirements for Knowledge-Based Authentication (KBA) for form 8879. Engagement Letters and Consent Forms will include the option to securely email an eSignature for a nominal fee. Form 8879, which requires additional security processes (KBA) per the IRS, will also have the option.
“Our new eSignature offering will allow tax and accounting firms and their clients to save valuable time and effort when gathering required signatures by delivering documents and enabling clients to sign them electronically,” said Christina Wiseman, Product Manager - Web Services & Mobile with the Tax & Accounting business of Thomson Reuters. “Our eSignature solution provides a secure way for firms to streamline the tax return process while eliminating unnecessary paperwork and hassle and elevating client service.”
The eSignature solution will initiate an email to the recipient that will include a direct link to the signing process. The intuitive signing process was designed to simplify the signing experience. Additionally, for firms deploying NetClient CS secure client portals, their clients will see a new task in their client portal and mobile app conveniently directing them to the eSignature process.
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