Sign Documents

Your accountant may upload documents for you to review and sign. You will receive an e-mail containing a link from CCH iFirm and be able to see those documents in the Signature needed folder in your portal. Alternatively, your accountant may ask you to digitally sign a document in person (you will receive no e-mail).

Tips for using DocuSign

  • A digital signature is not like a physical signature - you do not need to write on your documents. Clicking the Finish button is what signs the document.
  • You can upload a scanned signature, if you prefer that look. Use Microsoft Paint to crop a scanned picture of your signature.
  • The DocuSign product has tools for annotating. However, note that by clicking the Finish button, the document is signed once the annotations have been added.
  • You can also sign documents from your phone or tablet, and save copies using your installed apps such as Dropbox or OneDrive.
  • If you are not ready to sign the document, use the "…" or Other Actions menu to select a different option.
  • If you prefer to decline signing the document, use the Decline to Sign option instead.

Signing documents

  1. Select one of the following methods to access the document:
    • To view a list of files to be signed, click View documents on the Home page or the Signatures menu item.
Note: You can see documents that have already been signed from the Signed tab.
  1. Click the Sign Now button next to the document to be signed. You will then be redirected to the DocuSign Web site.
Note: If you are signing in person, click the Sign Now link on the page presented to you by your accountant.

  1. Review the document.
Note: The document opens in a new browser tab and is managed by DocuSign. Visit the DocuSign Help centre for help on how to use this feature. Please note that you do not need a DocuSign account to sign your accountant’s documents.
  1. As your accountant has tagged your document with where to sign, simply click the Start button to add your signature or initials to the designated areas.

  2. You can also perform Other Actions such as clicking Finish Later or Decline to Sign, as required.

    • Finish Later: access the document from your portal to open it again.

    • Decline to Sign: send your accountant a message that you have declined to sign.

Note: The text written in the reason box is not sent to your accountant.
  1. Click Finish > Continue to send the document back to your accountant.
Note: The document is now signed.
  1. Download or print a copy of the document for your own records.
  2. Close the browser page.

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