CCH eSign - Engagement Letter Workshop

In this consultative session our experienced 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. This course is taught within a single-firm environment.

Type: Single Client Training
Who should attend: Firm administrators who are responsible for generating engagement letters and sending them to clients for signature
Advanced preparation: Provide consultant with a copy of the firm's engagement letter and participate in a pre-workshop telephone consultation
Prerequisites required: Yes
Prerequisites: CCH eSign For Engagement Letters and Other Documents course
Field of study: Computer Software & Application
Program/course level: Basic

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