This course explains how to use CCH eSign to send Form 8879 for Business Returns and other documents for electronic signature. Attendees will learn how to send and manage Form 8879 for Business Returns and other documents, such as engagement letters and contract letters, through the electronic signing process and understand the integration between CCH eSign and the CCH® ProSystem fx® Electronic Filing Status System.
Type: Single-client and multi-client training
Who should attend: Firm staff responsible for sending Form 8879 and other documents for electronic signature and managing signed forms and documents
Advanced preparation: None
Prerequisites required: eSign Setup
Prerequisites: None
Field of study: Computer Software & Application
Program/course level: Basic
Objectives
- Send forms and documents for electronic signature
- Create and manage document templates
- Manage forms and documents sent for electronic signature