Capture client signatures quickly and securely.

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Powered by Docusign®, CCH iFirm Digital Signature allows your firm to easily collect signatures from clients in a fast, secure way. Send CRA forms approved for electronic signature (T183, T1013, RC59 and more) as well as engagement letters and other types of documents directly to clients within their portal.
 
  • Speed up the signing process: You no longer need clients to sign forms in person. CCH iFirm Digital Signature not only offers more than 300 pre-tagged forms for workflow efficiency but also sends clients automatic notifications and reminders to sign. 
  • Reduce costs associated with physical documents: Using eSignature technology helps reduce the cost of printing and purchasing office supplies.  
  • Benefit from enhanced security: Securely send a document online to your intended recipient, verify the signature, and obtain legally binding proof of signature.  
  • Streamlined workflow: Through seamless integration with CCH iFirm® Portal, you can post documents and tag where clients need to sign.
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Why turn to CCH iFirm Digital Signature?

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It saves time
Get a signature back in as little as 20 seconds and eliminate the need for following up with clients. Firms that take advantage of eSignature solutions are more likely to get a signature back the same day. 
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It's easy to use 
Drop a tag where a signature is required or use a pre-tagged form and simply send it to your client with a click of a button. The convenience reduces the need for clients to sign in-person.
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It provides transparency 
and security
CCH iFirm Digital Signature generates and stores a complete, time-stamped history of every action, providing a transparent audit trail. As part of the CCH iFirm® ecosystem, all data is securely hosted in Canada.
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It’s integrated with the CCH iFirm Ecosystem
CCH iFirm Digital Signature is fully integrated with CCH iFirm Portal for a seamless client experience. Taxprep and CCH iFirm® Taxprep subscribers can also take advantage of pre-tagged forms.  
See how CCH iFirm Digital Signature works with CCH iFirm Portal.
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Real customers are taking advantage of CCH iFirm Digital Signature 

  • Felice Di Pietro
  • Andrew Pitre

We had started looking at digitizing our entire T1 process, instead of just parts of it, before the pandemic, so we were actually way ahead when COVID-19 hit. Our original goal was to get 20% to 30% of our T1’s completely digital, but the pandemic helped us increase that number to something like 80% to 90%. Some of our clients could hardly believe how easy it was, and it seems doubtful that we (or they) would ever go back! Using digital signatures has been a real time-saver for us, giving us more time to do the value-added work that really helps our clients and enhances our service levels.

As far as the new date and time stamp requirements go, I can’t imagine having to do that manually – the integration will eliminate a very time-consuming and tedious process for us.

Felice Di Pietro
CPA, CMA, Partner, DDL & Co., St. Catharines, Ontario

We have been using CCH iFirm for job tracking and document management since 2019. [...] As a result, we were able to deliver streamlined, end-to-end client service, and significantly reduce time spent on A/R management. Prior to adopting these tools, we had an entire person devoted to sending documents out for signature, following up on those. We were able to eliminate the need for these activities, to the point where we could re-deploy that person to more value-added work. Most importantly, our clients’ experience was enhanced, and we were able to demonstrate that we have an evolved approach to delivering accounting services.

Andrew Pitre
CPA, CA, Owner/Entrepreneur PDC Kelowna, BC
61% of all accounting firms indicated that digital signature technology helped them improve their productivity during tax season. 
This insight was uncovered in Wolters Kluwer’s Industry and Tax Season Challenges report. Discover other key findings and see what challenges tax and accounting professionals across Canada faced last tax season. 

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Learn more
Interested in learning more about CCH iFirm Digital Signature’s integration with CCH iFirm Portal? 
Streamline your client communications to take your firm to the next level. Improve efficiency for both clients and staff alike by implementing CCH iFirm Portal in your firm.



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See how you can benefit from the CCH iFirm ecosystem 
CCH iFirm, an award-winning cloud-based practice management software ecosystem, equips accounting practitioners with the tools they need to integrate, monitor and streamline all the key facets of their business. It is a collection of online applications that combine the power of integration, automation and collaboration to create new opportunities for streamlined workflow. 
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