Set up eSignatures

Before you send eSignature documents to clients, use these steps to set up eSignature.

Select Setup
, then Office Configuration
.

Select the eSignature
tab.

Mark the Enable electronic signatures (eSignature) ($)
checkbox.

Select the Onvio
, GoFileRoom
, or FileCabinet CS
tab.

Choose your file destination in the Document management
and Client portals
dropdowns.

Select Done
when you're finished.

Select Setup
, then Client Communications
.

Verify that you've entered the client's correct email.

Verify that you've entered the Firm email address
.

Select OK
when you're finished.

You can now prepare and send eSignature documents from UltraTax CS.