eSign Direct Deposit Authorization PDF Made Easy

Download document history with all eSignature events

[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 install 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...