Receive eSignatures
After documents are eSigned by clients:
- They will appear in the Client Documents section of UltraTax CS.
- The eSignature Status live page in UltraTax CS is updated.
Do the following to update the Signature column in the Electronic Filing Status window and to suppress the signed document from printing again.
- SelectCS Connect.
- Turn onRetrieve updated eSignature status.
- SelectConnect.