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 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.