Prepare and send eSignature documents
You can prepare and send eSignature documents from UltraTax CS in several different ways:
- With the Organizer.
- With the Tax Return.
- With Data Mining.
- For FinCEN Form 114a only.
- For Form 8878 with a 1040, 1065, or 1120 extension.
After you prepare and send the eSignature document, the client will receive the following:
- An email notification that a document is available in their portal.
- An email notification that it's available to sign.
- A notification to register for their Onvio Client Center Access account if they've not registered.
Do the following if your customer doesn't receive these notifications:
- Check theClient Communicationsscreen in the UltraTax CSSetupmenu to make sure the client's email is correct.
- Have the customer check their Spam folder.
note
A portal is not required to sign Onvio eSignature documents sent from UltraTax CS. Recipients without a portal will receive a registration email but can still sign the documents without creating a portal.
