CCH eSign - CCH® eSign For Business Form 8879s and Other IRS Forms

This course is for managers or administrators responsible for setting up firm processes for sending documents for electronic signature and staff responsible for sending and managing documents sent for electronic signature. Attendees will learn how to send business Form 8879s, and other IRS Forms, that can be sent for electronic signature on a temporary basis.

Type: Multi-Client Training
Who should attend: Firm managers, administrators and staff responsible for sending documents for electronic signature and managing documents sent for signature.
Advanced preparation: None
Prerequisites required: Yes
Prerequisites: Must have taken one of the following mandatory courses: Introduction to CCH eSign, CCH eSign For Form 8879, or CCH eSign For Engagement Letters and Other Documents
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

• Learn how to create document templates for business 8879s and other IRS forms
• Learn how to send business 8879’s and other IRS Forms for electronic signature
• Learn how to track and manage business 8879s and other IRS forms through the electronic signing process
• Learn how to create custom email notifications