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.
  1. Select
    CS Connect
    .
  2. Turn on
    Retrieve updated eSignature status
    .
  3. Select
    Connect
    .
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