Integrate eSign Notification with airSlate SignNow

Integrate e-sign test

Drake e-Sign Online   enables you to offer your clients the  ability to sign tax documents, remotely.  Various forms are supported for both  Individual and Business returns.  Regardless of the return type, the e-Sign online  process is the same for both you and your client.   To help you better understand the signing process,  from start to finish, and to help you better serve   your clients, you have the ability to test out  the e-sign process yourself, using a test return.  Here’s how: First, you must have a Drake Portal   account. If you do not have one, you can sign up  for a free trial by going to SecureFilePro.com.  To offer remote signatures, a separate purchase  of signature events is required. Information   about that can be found on the Support site,  Purchasing menu. HOWEVER, to test e-Sign, you   do not need to purchase signature events, nor will  a test count against your signature event total.  The test return ID #s are  500-00-1001 – 500-00-1008,   which are the prefilled test returns that already  exist in Drake Tax. Just be sure to indicate   your email address in the return, or when you  create a portal account for the test return   taxpayer, so that you receive the notifications to  sign the return from the taxpayer’s perspective.  Let’s walk through the e-sign  process using a test return.  First, open one of the test returns  – 500-00-1001, for example -  • From the completed taxpayer’s  return go to View/Print.  • Choose the forms to send to your client to  review and sign- you can pick and choose forms,   send all the forms, or send the  signature set – either way, the   PDF will indicate the fields that are signable. • Next, click e-Sign, and from Signature Options,   choose “Sign Online via Drake Portals”. o Note that the # of signatures purchased   is displayed. For the test process, nothing  is deducted here - you do not need to have   signatures purchased. During the actual  process, 1 signature would be deducted.   Each time you create a signature document,  it’s considered one signature event,   regardless of the number of signatures  in the PDF. Click the e-Sign information   for more details on e-Sign and Signature events. • When you click Continue, the PDF with signature   fields is created and you are prompted to save  the file in the taxpayer’s Drake Documents folder,   and a default name is selected for you. • A file upload report displays to confirm   that the docs were successfully  sent to the client’s portal,   and your client receives email notification that  documents are ready to be signed in the portal. Your client follows the instructions  in the notification email and logs   into their portal account. If they have  not already activated their account,   they will be prompted to complete setup  of their account before proceeding.  In the Drake Documents portals pane  for this client, the Signatures tab   indicates that forms have been sent. Here you can  see that as of now, no forms have been signed.  •...