CCH eSign - CCH® eSign For Form 8879

This course explains how to use CCH eSign to send Form 8879 for electronic signature. Attendees will learn how to set up the CCH Axcess Dashboard and tax returns for CCH eSign and learn to configure the firm’s AssureSign account. Attendees will experience the Form 8879 signing process; learn how to track and manage Form 8879 through the electronic signing process; and, benefit from the integration between CCH eSign and the CCH® ProSystem fx® Electronic Filing Status System. This course is taught within a single-firm environment.

Type: Single-Client Training
Who should attend: Firm administrators or managers responsible for setting up firm processes and staff responsible for sending Form 8879 for signature and managing signed Form 8879s
Advanced preparation: None
Prerequisites required: None
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic

Objectives

• Learn to configure the tax application for CCH eSign
• Learn to configure AssureSign settings and AssureSign users
• Learn how to send Form 8879 for electronic signature
• Learn how to run Form 8879 reports in AssureSign
• Understand the integration between CCH eSign and the CCH ProSystem fx Electronic Filing Status System