See what the buzz is about. Stop wasting money on mailing client communication and wasting time waiting to receive completed forms. Invest in a convenient, integrated electronic signature solution that helps save time and expenses.
- eFiling Integration — With Form 8879 and its state equivalents integrated into electronic filing for both CCH Axcess™ and CCH® ProSystem fx® Tax, enjoy an efficient and completely paperless filing process from start to finish.
- Automated Client Reminders — Eliminate mailed forms and gain significant time and cost savings by automatically sending client reminders. Completed documents are received within minutes.
- IRS–Adherent Security Standards — Strict security benchmarks allow firms to stay compliant, keep client information securely protected and protect their reputation.
- Mobile Convenience — With its iOS, Windows®, and Android™ compatibility, easily complete the e-signing process from any place, at any time and on any PC, Mac or mobile device.
- Customizeable Communications — Enhance your brand with customer-facing pieces that include firm name and logo and reaffirm your focus on client experience.
- Form 8879 IRS e‑file Signature Authorization and its state equivalents
- Consent to Disclose Tax Return Information (§7216)
- Form 4506‑T Request for Transcript of Tax Return
- Form W‑9 Request for Taxpayer Identification Number and Certification
- Form W‑4 Employee’s Withholding Allowance Certificate
- IT Policy Forms
- Independence Surveys
- Partnership Agreements
- Internal Routing Sheets
- HR-Related Forms/Documents — Employee Handbooks, Medical and Dental Insurance Forms, Offers of Employment, Form I–9 Employment Eligibility Verification
Client‑Facing (Non‑IRS) Forms/Documents:
- Engagement Letters
- Audit Confirmations
- Audit Representation Letters
- Management Representation Letters
- A/R and A/P Confirmations
- New Client Acceptance Forms
- Payroll Processing Forms
- Credit Card Authorization Forms (to accelerate cash collections
No doubt, CCH eSign's development came at a time when professionals were looking for a company to step up and make electronic signatures not only an IRS–approved possibility but also an integrated, everyday part of their workflow.CCH eSign was awarded as a 2015 Top New Product by Accounting Today. Awards were based on those companies that offered direct product solutions attributed on customer feedback. Read more here.
Don't wait! See how CCH eSign can improve your workflow and efficiency while gaining significant cost savings.
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