eSignature Licitness for Addressing Harassment in UAE

How to eSign a document: e-signature licitness for Addressing Harassement in UAE

[Music] drakey sign allows you to streamline your workflow and make the process of signing the tax return more convenient by allowing your clients to sign their tax returns digitally forms that support these signatures include consent forms efile authorization forms due diligence forms various bank documents and more efile authorization forms can also be signed for business packages and for states too if the state supports it Drake a sign is fully integrated with Drake tax and Drake documents and it's easy to incorporate into your existing workflow once signed these signatures are authentic tamper proof and securely bound to the signed documents the process you use depends on whether your client is signing in person or remotely a sign in person requires a signature pad a sign online requires a secure file Pro account plus an additional fee for each signature events a sign online is available only for the 10/40 let's first review a signing in person when your client is in your office to sign forms a sign in person requires a signature pad using a signature had to sign forms essentially eliminates the need to print sign and scan which saves everyone involved valuable time Drake supports topaz signature pads and beginning with Drake tax 2019 we're also supporting script health signature pads to set up a signature first it following the manufacturer's instructions preparers can also apply digital signatures to documents by saving a signature in the software called a rubber stamp for a batch application to set up a rubber stamp for a preparer go to setup printing be signature set up each preparer is listed select a preparer and click sign to open the signature capture window you can also do this from preparer setup go to setup prepares and double-click the preparer name to open the Edit preparer window click setup signature to open the signature capture window sign the pad and save the signature [Music] in the return signature options section select 88-79 pin signature uncheck alternative electronic signature this preparer can now use the stored digital signature to sign documents such as the 88-79 now you are ready to create the signature documents let's look at the process for Drake a sign in person with a signature pad first create a PDF with these signature fields open the tax payers tax return to apply the preparers rubber stamp to the 88-79 enter a date on the pin screen but leave the er o--'s pin signature blank next go to view print from the document tree on the left side of the window select the forms to sign you can select all the return documents just the documents to be signed or go to sets and choose the EF signature set click fine from the view print mode toolbar to open the electronically sign return dialog box where signature options are chosen choose sign now if the taxpayer is in front of you ready to sign choose sign later to create the PDF with these signatures and store it in Drake documents for later access let's select sign now you can password protect the PDF file that's created and add a watermark if desired by default the signature documents are stored in the clients document manager folder with signature documents in the file name since we chose sign now the PDF opens in the Drake esign application if available you're prompted to apply the rubber stamp for the preparer if there isn't a rubber stamp saved for the prepare the preparer can use the signature pad to sign any signature lines confirm it's the correct preparer click yes and the signature in today's date is applied to all the documents at once all signatures for this document are listed in the left pane double-click to go to the location of the signature to open the signature capture window now have the taxpayer sign using the signature pad and press ok to apply the signature to the document or click apply signature in the dialog box to apply the taxpayers signature continue this process until all the fields are signed and if you don't capture all the signatures now you could come back and sign them later click exit the sign documents are stored in Drake documents file names for each signature documents stored in Drake documents indicate whether the documents are not signed partially signed or signed for documents that you choose to sign later access the documents by selecting the e sign button on the view print toolbar or from the Drake documents tool bar in Drake documents locate the file select it and click sign to open the e-sign application window that's the Drake a sign and person option now let's look at a sign online to offer your 1040 client the ability to sign documents remotely used Reiki sign online you send the client the documents to sign via secure file pro and they can sign them on their mobile device or computer this makes the process quick and convenient for the taxpayer no need to print sign scan and upload to offer online signatures you must have a secure file Pro account and pre-purchased signature events secure file Pro is used to securely work with your client remotely use it for secure document exchange to communicate and gather information to capture signatures online and to receive payment for your services for information on secure file Pro visit secure file procom for more details on signature events go to the drake support website at support drake software comm once signed in go to my account drake a sign just like signing in person the first step is to generate the PDF with signature fields in drake tax from the view print screen choose forms to sign click assign and this time choose sign online via secure file pro the number of signatures pre-purchased is listed along with the number available and used a link to information about a sign is also available each time you create a signature document is considered one signature event regardless of the number of signatures in the PDF click continue and the PDF with these signature fields is created and stored in a client's Drake documents folder and then upload it to the clients secure file Pro account a file upload report generates select the client in Drake documents to activate the secure file propane where you interact with your client via secure file Pro from the connect tab the signature status indicates that forms have been sent click details to jump to the signatures tab where signature documents and upload dates for this client are listed select a signature document to view more details including the forms and signatures for that document and whether or not they have been signed when you send your client a document to sign via secure file Pro they receive an email notification following the instructions in the email they log into the secure file Pro account and once logged in there is a notification on the sign forms tab from the sign forms page the documents available to sign are listed the taxpayer clicks to open the document and begin signing the first time the taxpayer is presented with a PDF to sign they are required to verify their identity through knowledge based authentication this is a requirement for collecting signatures remotely several questions are asked specific to their personal history and the taxpayer must answer four out of the five questions correctly before proceeding once the taxpayer answers the questions they can proceed to ease in the box that appears the taxpayer can use a mouse stylus even a finger to e sign the forms continue to sign until all signatures are complete if the signature documents require the spouse to sign the spouse will follow the same steps completing the knowledge-based authentication before signing when finished click to submit signatures when your client has signed forms you will receive notification the status is signed and a copy of the signed PDF is automatically saved in the secure file Pro documents from preparer folder thank you for choosing Drake software