Send eSignature documents to clients from UltraTax

Before you start

In UltraTax CS, make sure the following settings are in place to send eSignatures to Onvio:

  1. Select Setup, then Office Configuration.
  2. Select the eSignature tab.
  3. Mark Enable electronic signatures (eSignature) ($).
  4. Select the Onvio tab.
  5. Select the Onvio for Document management and Client portals.
  6. Select Done when you're finished.
  7. Select Setup, then Client Communications.
  8. Make sure that the client's correct email has been entered.
  9. Check that the Firm email address field is completed.
  10. Select OK when you're finished.

Prepare and send eSignature documents

You can prepare and send eSignature documents from UltraTax CS to Onvio several different ways:

After you prepare and send the eSignature document, the client will receive:

  1. An email notification that a document is available in their portal.
  2. An email notification that it's available to sign.

If your customer doesn't receive the email:

  • Check the Client Communications screen in the UltraTax CS Setup menu to make sure the client's email is correct.
  • Have the customer check their Spam folder.

Adjust reminder email frequency and expiration periods.

Documents sent for eSignature will expire after a certain period. Your clients will automatically receive reminder emails for any unsigned eSignature documents.

You can adjust the frequency of reminder emails and expiration periods in UltraTax CS:

  1. Select Setup in the top menu.
  2. Select the entity that you're working with, for example 1040 Individual.
  3. Select Federal or any applicable state tab.
  4. Select Other Return Options.
  5. Select Other.
  6. Use the eSignature options to set reminder email frequency.

Receive eSignatures

After documents are eSigned by clients, they will automatically appear in the Client Documents section of UltraTax CS, and the eSignature Status live page in UltraTax CS will update.

To update the Signature column in the Electronic Filing Status dialog, and to suppress the signed document from printing again, complete the following steps in UltraTax CS:

  1. Select CS Connect.
  2. Turn on Retrieve updated eSignature status.
  3. Select Connect.

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