eSignatures

You can initiate eSignatures for returns and forms for your clients from UltraTax CS or from Onvio.

eSignatures allow you to send and receive electronically signed documents from your clients. After you send documents for eSignature, you can track them on the Communications screen in Onvio.

Forms

Onvio Tax allows eSignatures for the following 1040, 1120, and 1065 authorization forms:

1040 forms

1120 forms

1065 forms

You can also use eSignatures for the following documents in any return type that supports them:

  • FinCEN Form 114a, Record of Authorization to Electronically File FBARs
  • Engagement Letter
  • Consent to Disclose and Use Tax Information (IRC Section 7216)
  • Bank Account Verification

Pricing

You can purchase eSignature packages for transmission by quantity from your Sales representative.


Contact us

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