Lion EA Posted February 25, 2020 Report Share Posted February 25, 2020 A portal by itself will not allow your client to e-Sign. But, it would allow your client to print the page, sign it, and scan/upload it to your portal or fax it back to you (some of my clients mail it back and some text it or email, no matter what I tell them). Something like CCH's e-Sign will send your client a copy of his return for review and the signature pages, which he can sign with a touch screen or type in his name or have it automatically entered after he verifies his identity. NAEA offers Verifyle which is a secure email and can produce e-signatures if you enter your own verification method. It came out so close to the start of tax season, that I didn't look at it much. Quote Link to comment Share on other sites More sharing options...
BulldogTom Posted February 25, 2020 Report Share Posted February 25, 2020 54 minutes ago, Yardley CPA said: I am also using CCH Portal for the past two years and it has been well received by my clients. I believe you need an add-on program from CCH that will allow you to offer e-sign capabilities. Maybe it's this: https://taxna.wolterskluwer.com/firm-management-and-workflow/esign Haven't pursued it yet. I may next year. I am not using the CCH website. I have another vendor. Tom Modesto, CA Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 25, 2020 Report Share Posted February 25, 2020 e-Sign is a standalone program. I don't use the full CCH Portal; although, I use the simple portal FileShare that's free with my CCH SiteBuilder website. FileShare or any portal will allow you to upload anything you need to share with a client (or remote employee or...), so if a client needs a copy of his W-2, you can upload that alone. The full CCH portal can accept tax returns directly as I export for e-filing with just a check box, no separate export from the tax preparer. With FileShare, I do then need to upload to FileShare. I can upload the client copy or my copy or a customized list of separate pages or anything at all. Run some demos of different products after tax season. Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted February 25, 2020 Report Share Posted February 25, 2020 Hey Tom, see some of my concerns and ignorance in comments above. Subsequently I have paid for Verifyle (I'm not in an organization that includes it; that would be more than the $108 annual fee or $9 per month so don't even need it all year). There have been a few kinks but the clients that have so far used it are really happy. It includes e-signing and documents can easily be uploaded and downloaded either way. You can contact me if you want/need more info. I really like it and am glad I finally 'get it.' 1 Quote Link to comment Share on other sites More sharing options...
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