Setting up eSign

You can send returns that have been exported for electronic filing from CCH Axcess to eSign to request a digital signature. Your firm must be licensed for eSign, set up an eSign account, and create eSign users for signers to request digital signatures.

Linking or Creating an eSign Account

To set up an eSign account, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click eSign on the navigation panel.
3. Click Set up eSign Account. If an eSign account exists, it will automatically link to CCH Axcess; otherwise, continue to step 4.
4. Enter the eSign administrator's information
   1. Enter the username for the account, which is the administrator's email address.
   2. Enter the administrator's first name and last name.
   3. Click Create. The administrator user is also linked or created.
5. Accept the default template for each module type and click OK, or select a custom template from a list in the grid, and then click OK. eSign templates define the email notification content that is sent during the eSign process.

Creating eSign Users and Custom Templates

Administrators can click Manage eSign account to create custom templates and eSign users. Create users with the email address for all signers who send exported tax return files to eSign.

Note: If your firm’s CCH Axcess and CCH ProSystem fx account numbers do not match and your firm has only a CCH ProSystem fx eSign account, you must create an eSign account for CCH Axcess. Contact Support for further assistance.