ETax847 Posted July 13, 2018 Report Share Posted July 13, 2018 Does anyone use a docu sign provider to allow their clients to e-sign the e-file authorization forms? I'm considering implementing this for the upcoming filing season. Quote Link to comment Share on other sites More sharing options...
Catherine Posted July 13, 2018 Report Share Posted July 13, 2018 I use CPAperless' product "Signature Flow" that works very efficiently. The big plus with them is that it's a per-signature charge, rather than a monthly fee. For the dozen or two e-signatures I do a year, paying a stiff monthly fee would be stupid. I have my business card on file, they charge me monthly for that month's signatures. Quote Link to comment Share on other sites More sharing options...
Pacun Posted July 13, 2018 Report Share Posted July 13, 2018 How much per client? If I may. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted July 13, 2018 Report Share Posted July 13, 2018 I have the free license for CCH's eSign, but haven't used it yet. I think it's about $3 when you need authentication (Form 8879) and maybe $1 if you don't (engagement letter). I have it on hand just in case, because I don't pay anything until I use it. Then, a monthly invoice. See what your software offers. Quote Link to comment Share on other sites More sharing options...
Catherine Posted July 15, 2018 Report Share Posted July 15, 2018 On 7/13/2018 at 10:31 AM, Pacun said: How much per client? If I may. Depends on the level of authentication protocol. $1.50 and $2.50, depending. Per person signing - so couples will be double. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted July 15, 2018 Report Share Posted July 15, 2018 I think the CCH is per form and not per person's signature, but again, I haven't used it yet. I have it because I know I'll need it at some point. When I complete a return, I have check boxes to send it to eSign, to the portal, to print, etc., for the client's copy. Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted July 17, 2018 Report Share Posted July 17, 2018 I have nothing to add other than I totally agree with Catherine. I used signature flow as well. Works perfect and the cost is based on the authentication protocol as she said. Well worth it. 1 Quote Link to comment Share on other sites More sharing options...
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