eSignature

Convenient, Secure eSignatures
From Anywhere, at Any Time

With the November 2014 release of UltraTax CS, you'll be able to 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.

eSignature:The Next Level of Convenience

This fee-based UltraTax CS^® feature gives you and your clients the convenience, security, and efficiency you've been looking for in an eSignature function. With the eSignature feature, you're sure to:

• Save Time—Clients sign electronically in a simple process, so you don't have to spend your valuable time gathering the required signatures in person.
• Save Headaches—Integration is a snap because the eSignature feature was specifically developed to integrate with UltraTax CS.
• 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.

Check your state's rules to verify whether federal eSignatures are accepted. Note: There will be 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.

Overview of the eSignature Process—Customizable for Your Clients

Walk your client through the eSignature process with this document, customizable with your firm information and logo. You can download the document on our Marketing Tools page.

Learn More

For more information about eSignature, check out the eSignature Fact Sheet, contact us at 800.968.0600, or email CS.Service@ThomsonReuters.com.