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Send eSignature documents via CS Connect

After using Data Mining to assemble eSignature documents, you need to send them to your clients to be electronically signed.

Select the CS Connect
icon CS Connect button with a red connector icon

in the toolbar.

Turn the Transmit organizers and eSignature documents
switch to Yes
.

note

If the switch is inactive, there aren't any eSignature packages to transmit. Try to assemble the eSignature package again.

Select the clients you want to transmit.

note

Clients with pending eSignature documents will be noted with a green exclamation point.

Select Connect
.

The taxpayer (and spouse, if applicable) will get an email with a secure link to a welcome screen, where they can begin the eSignature process.

Select the eSignature Status Live
link on the UltraTax CS homepage to review the status of each eSignature document.

After the client signs a document, retrieve the signed document via CS Connect.