In the accounting and tax firm workflow is everything. We recognize that in order for us to help you stay successful, firms needed a better workflow system that allows cloud-based interaction with your clients. WorkSpace™ Portal is just that! Our integrated Portal sends documents, accepts payments, offers online scheduling for tax appointments, in lobby Kiosk Check-In, eSignatures processing, questionnaires and online time tracking.
Keep your client document requests and related processes streamlined with our new eSignature Tool, available for all WorkSpace™ Portal users! Built on the digital signature and IRS requirements, this fully integrated tool will combine workflow and document processing in a single click system. Your clients will enjoy the simple, safe and secure method of connecting digitally with your firm.
Multiple parties can be specified as signers on a single document. eSignature accommodates dependents and alternate contacts who share a single email address. Multiple signers are setup to sign in order. Intermediate document versions are generated after each signature. Merge fields allows you to populate areas using the data from within WorkSpace. The text merges into the document before sending. A reusable template combines a document with signature fields, date fields, initial fields, print fields, and merge fields. An administrator sets up the template once, and users may send it repeatedly. Need to send an engagement letter to multiple clients or a subset of multiple clients? Choose a Form Letter Template and choose your clients with our client selection filters. An email is sent to the sender and all signers when a document is completed. A copy of the completed document is sent to all parties involved. A copy of the document is also automatically downloaded into WorkSpace if you choose to.
Every document includes an eSignature Document Trail with court-admissible validity data, including the audit log and each party’s name, email, signature, IP address, and other identity information.
Knowledge Based Authentication
You can set up knowledge based authentication as part of the signing process. Each signer will then have to pass those requirements before being allowed to access the document. Knowledge based authentication results are included in the document trail for an audit of identity verification.
UETA and ESIGN Act
We have recognized the major requirements that constitutes a valid electronically signed document, which are:
We adhere to the current IRS Electronic Signature Guidance which states,
The software must record the following data:
There’s no need to create an account to sign in. Signers just need to access their email on an internet connected device. eSignature is platform independent product viewable with leading web browsers.
Your client will need: Nearly any internet browser. We support Internet Explorer 9.0+, Firefox 3.6+, Google Chrome 16.0+ and Safari 3+. Internet Explorer 10+ is required for large file uploads.
You will need: Office Tools Professional 2009.039 or newer, a local email client (Outlook etc..) and a modern updated internet browser such as Internet Explorer 9.0+, Google Chrome 16.0+, Mozilla Firefox 5.0+ or Apple Safari 5.0+. The Tech stuff: Java, Java Scripting must be enabled, 256 encrypted browser setting with SSL 2.0 or 3.0 are required. Local Fire walls must allow SSL (https) communication and port 3306 must be opened for TCP.