- 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.
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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.
- 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
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