Wolters Kluwer

CCH® eSign

Named a 2015 Top New Product by Accounting Today, this eSignature technology offers convenient, cost-effective paperless filing.

Leverage e-Signature Technology All Year

As the first solution created especially for the IRS-approved use of electronic signatures on Form 8879, CCH eSign digitally captures client and employee signatures across a wide array of IRS, client–facing and internal firm documents — directly through CCH® ProSystem fx® Tax or CCH Axcess™ Tax.

See What the Buzz Is About

CCH eSign.

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.

Features & Benefits

Because of CCH eSign's automated and streamlined signing process, professionals can leverage e-signature technology year-round and take advantage of additional features:

  • 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.

Forms Appropriate for CCH eSign

IRS-Approved Forms/Documents:

  • 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

Internal Forms/Documents

  • 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
More
2015 Top New Product by Accounting Today

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 recently 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.

CPA Practice Advisor Innovation Award Winner

CCH eSign was awarded the prestigious Tax & Accounting Technology Award by CPA Practice Advisor Magazine. Read more here.

Don't wait! See how CCH eSign can improve your workflow and efficiency while gaining significant cost savings.

CCH eSign Wins Innovation Award!

Professional and Client Services — Training and Consulting

This course is for firm administrators and covers setting the firm up to use CCH eSign to send documents to clients for electronic signature. The course also covers creating administrative and document sending settings within AssureSign™. AssureSign is Wolters Kluwer’s partner for the administration of firm CCH eSign accounts. This course is taught within a single-firm environment.

Course Objectives

  • Learn how to install CCH eSign
  • Learn to configure the tax program for CCH eSign
  • Learn how to configure AssureSign
  • Learn how to create AssureSign users
  • Learn how to create AssureSign email notifications
  • Learn how to create AssureSign document templates
  • Learn how to send Form 8879 for electronic signature and track receipt of signed forms

Who Should Attend?

  • Firm administrators

Program Information

  • Program Level: Basic
  • Prerequisites: CCH ProSystem fx Tax Administrator course or CCH Axcess Tax Administrator course
  • Advanced Preparation: None
  • Course length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Specialized Knowledge & Applications - 2 credits

Register Now

  • Web-based

Contact Us to Register >

This course is designed for firm staff members who use CCH eSign to create and or send documents for electronic signature. This course is taught within a single-firm environment.

Course Objectives

  • Learn how to send Form 8879 for electronic signature
  • Learn how to send other documents for electronic signature
  • Learn how to create templates for documents sent for electronic signature
  • Understand the document signer electronic signing experience
  • Understand the document sender electronic signing experience

Who Should Attend?

  • Firm members who will create and or send documents for electronic signature 

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 1 hour
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Specialized Knowledge & Applications - 1 credit

Register Now

  • Web-based

Contact Us to Register >

Are you a firm administrator who wants to save time and money by distributing your firm's engagement letters for electronic signature? If the answer is yes, sign up for this consultation session and one of our Software Consultants will walk you through setting your firm up to send client engagement letters in digital format, secure clients' electronic signature on the engagement letters, and receive the signed engagement letters for filing away in the clients’ document folder.

Course Objectives

  • Creation of an AssureSign Document Template for your firm's engagement letter
  • Development of email notifications that guide the client through the electronic signing process
  • Testing the setup by sending sample firm engagement letters for electronic signature
  • Understanding the client electronic signing experience

Who Should Attend?

  • Firm administrators who are responsible for generating engagement letters and sending them to clients for signature should attend this session

Program Information

  • Program Level: Basic
  • Prerequisites: CCH eSign Administrator course
  • Advanced Preparation: Provide consultant with a copy of the firm's engagement letter and participate in a pre-workshop telephone consultation
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Specialized Knowledge & Applications - 2 credits

Register Now

  • Web-based

Contact Us to Register >

This course introduces the concept of using CCH eSign to send Form 8879 to your clients for electronic signature. Office Manager/Return Configuration Set setup and tax return setup for CCH eSign is discussed. Additionally, setup of the firm’s AssureSign™ account is covered (AssureSign is CCH’s partner for the administration of CCH eSign). This course also explains how to track Form 8879 through the electronic signing process.

Course Objectives

  • Learn to configure the tax application for CCH eSign
  • Learn to setup and configure AssureSign
  • Learn how to import Form 8879 email notifications
  • Learn how to send Form 8879 for electronic signature
  • Learn how to run Form 8879 reports in AssureSign
  • Understand the CCH eSign process in the CCH® ProSystem fx® Electronic Filing Status System

Who Should Attend?

  • Firm administrators, managers and CCH eSign end users

Program Information

  • Program Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • Course Length: 2 hours
  • Read Policies

Recommended CPE

  • CPE certificate(s) included
  • Up to 15 attendees
  • Specialized Knowledge & Applications - 2 credits

Register Now

  • Web-based

Contact Us to Register >