TaxCycle | Products | Pricing | Training | Documentation | Support | News

Doc u Sign

Do we have to pay for DOC U SIGN?

Yes, but if you are a QuickBooks Pro adviser you can get a discount between 20 to 40% depend on your tier

1 Like

I am not. Do we have to use it? It seems to be a bit to expensive for a small business person like myself. Also will they be sending out a link to make sure I am looking at the right app?

You don’t have to use it, you can still use the same methods you use now to collect signatures.

The link to docusign is https://www.docusign.ca/

Cheers

1 Like

Hi – Yes, QBO facilitated a 30% discount on Docusign. Just wanted to share my experience.

I would recommend Docusign, but had also reviewed OneSpan and I like that tool as well.

Greg.

Gregory Marko PEng, MBA, CPA CMA

Gregory Marko Chartered Professional Accountant

**P:416.527.4431 **

**F:416.850.4600 **

This message and any files transmitted contain confidential information and are intended only for the individual named. If you are not the named addressee, you should not disseminate, distribute or copy this email. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Email transmission cannot be guaranteed to be secure or error-free, as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender, therefore, does not accept liability for any errors or omissions in the contents of this message which arise as a result of email transmission. If verification is required, please request a hard-copy version or request transmission by electronically secure means.

1 Like

Hi Gregory,

I was just looking over the OneSpan but it will not give me a price unless I give them my information :woman_shrugging:
when I watched the webcast this morning they are linking the DocuSign to CanTax so I was just wondering if they might have worked out a deal for us. :grin:

Thanks
Sherry

Hi Sherry:

I think Docusign is doing a better job with the tax SW companies; they seem to be the go to. Taxcycle said they would not look at other integrations until next year but that OneSpan was one on their radar.

Greg.

Gregory Marko PEng, MBA, CPA CMA

Gregory Marko Chartered Professional Accountant

**P:416.527.4431 **

**F:416.850.4600 **

This message and any files transmitted contain confidential information and are intended only for the individual named. If you are not the named addressee, you should not disseminate, distribute or copy this email. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. Email transmission cannot be guaranteed to be secure or error-free, as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender, therefore, does not accept liability for any errors or omissions in the contents of this message which arise as a result of email transmission. If verification is required, please request a hard-copy version or request transmission by electronically secure means.

1 Like

If you could benefit from an e-signature solution, then you might consider using Hello Sign for a couple of months or as long as social distancing requires.

With Hello Sign you would need to upload your document and manage your workflow through Hello Sign.
https://app.hellosign.com/info/pricing

1 Like

DocuSign claims they know of no such discount. We’re trying to sign up. Below, it is posted that QBO also facilitated a discount. Again, no acknowledgement from DocuSign. Does this have to be purchased through QB or QBO?

I signed up using the discount this morning. You need to claim it through your QBO partner benefits in QBO.

1 Like

Excellent. Thanks, Matthew.

We have been told by Docusign our volume is too high to use the Standard Docusign plan and that we will have to pre-purchase envelopes at a cost of $6.30 a piece, which seems outrageous to me. I will be looking at alternatives mentioned here.

Also understand that Profile has just announced electronic signature feature at no additional cost. I don’t use Profile so this is second hand information.

Hi Evan, if you log on to QBO and go to your ProAdvisor benefits page you will see a link under Software and Services under DocuSign there is a link to get discount. Silver 20%off, Gold 25% off, Platinum 30% off and Elite 40% off

Yeah it does seem to be priced a little high.

Hi, Sylvia …

I am a Profile software user and have been monitoring this Taxcycle forum for about two weeks now assessing how well TaxCycle performs compared to Profile (ie: if you are going to switch to a new software provider, it’s good to know up front what the issues are so you aren’t blindsided, as I don’t think any software platform is 100% perfect).

Anyway, to answer your specific question, Profile just released version 2019.4.0 three days ago which included a simple fix of masking the first 5 digits of the Social Insurance number on several of the printed forms (ie: *** **5 789). The masking appears both in the SIN field, as well as on the page header, and is used on the T183, the Authorization & Canceling a Representative forms, Business Authorization / Cancellation for Rep forms, and for T2 returns, the T183, RC59 and RC59X forms

The software already had build in password protection on PDF copies to allow the tax practitioner to email returns to clients. The addition of the masking makes it safer for clients to print the forms at home, sign them, scan them, and email the copies back to the tax practitioner without putting their SIN number at risk.

I’ve also noticed that DocuSign is outrageously expensive and had quickly vetoed it for my small home based tax business. I’ve been considering Adobe Sign, but for my small number of clients (approx 200), I think I’ll stick with current method, which includes sending them forms electronically (often using Dropbox), have them print, sign, and then scan or take a picture of the form and send it back to me. For photos, I sometimes have to crop and brightening up the image as they sometimes come out dark and then convert it back to PDF. I always keep the original uncropped version that the client sent to validate that no changers were made to the form. So the 5 digit SIN masking is great for this implementation.

After evaluating electronic signature programs, I’ve recognized that really all they do is convert the pdf to image, then provide an implementation of a program like Microsoft Paint using a transparent background in a text box to sign your name. Move the text box to the proper location on the form and press ok to merge it. Save the image, then convert it back to PDF. Pretty straight forward. Merge the implementation to a secure network that generates a link to access the document and retrieves the document after signing (taking the work away from the client), and poof, you’ve got a business plan that generates big money and the client doesn’t have to play with programs like Paint to sign the form. Now why didn’t I think of this years ago!!!

1 Like

Hi Kozakworld,

I have been sending my returns to clients for years and I did not know about the masking SIN# Could you help to explain how to turn on this feature?
Thank you
I also agree with you I will be sticking with my current plan of having my clients print off thier return and sign the papers and send it back to me as a PDF file. I will not accept photo’s in todays world thier are many ways to convert a file to PDF.

Thank you

@kozakworld – Thanks for taking the time to respond in our forums.

It’s true, there is free e-Signature options using Adobe reader, and we have supported those in TaxCycle for years already. In the release today, we are expanding our support to include a built-in email cover template that gives some instructions to clients on how to do that. Here is the help topic: https://www.taxcycle.com/Documentation/Print-PDF-and-email/Signatures-in-Adobe-Reader

We are releasing our integration with DocuSign today or tomorrow. What we do with DocuSign also tracks the signature status of the documents, so there is no need to manage the PDFs with a bunch of emails. For example, our T2 tracks the signature status of the RC59 form like this:

image

We believe that tracking the signatures adds significant value. Note that you can click the (view) link above to download the signed PDF. No need to dig through your in-box.

Here is the list of forms we support signature tracking with for our first release:

  • 2019 T1 AuthRep
  • 2019 T1 T183
  • 2019 T1 T183PAD
  • 2019 T1 T1135
  • 2019 T1 TP1000
  • 2019 T2 T183 (Corp)
  • 2019 T1 Client Engagement Letters
  • 2019 T2091
  • 2019 T2 T1135
  • 2019 T2 T1134
  • 2019 T2 T106
  • 2019 T2 CO1000
  • 2019 T2 Client Engagement Letters
  • 2019 RC59TransmissionConsent
  • 2019 RC59X

We’re going to add the same support for prior years and the T1032 next week.

In any event, the free Adobe Reader solution works with TaxCycle. Feel free to use that if it works for your business.

Best regards…

2 Likes

@Cameron … I appreciate your reply to my post and welcoming me to your forum. Thank you. I have shared several times already in the Profile forum that you actively follow and reply to posts in this forum and how I wished the Profile upper executives would do the same. Your presence in this forum says a lot about your product, and that you personally are doing all you can to make this the best product possibly. I don’t see that in Profile, with many requests for improvements totally ignored. Kudos to you, Cameron!!!

Back to topic …
@sherry … Masking SIN # is a brand new implementation in Profile since this newest version 2019.4.0, and is only in place due to this new pandemic we are facing. CRA is accepting electronic signatures on the T183 form only until August 31st, and my guess is that this new Masking SIN numbers is probably for that duration as well, although nothing has been stated about how long CRA will allow this. I can’t comment on whether TaxCycle has implemented the Masking SIN feature, although I remember reading a comment by @Cameron about two weeks ago where he stated they were considering implementing this feature. I wouldn’t suggest manually modifying the forms yourself to apply this feature (ie: using Adobe Pro to modify the pdf, or using another software to convert the pdf to image, use graphic software to make the change, then convert back to pdf), as CRA may not want individuals making this change and modifying the forms.

Finally, I received this email from Profile a few minutes ago discussing the changes they’ve implemented to address electronic signatures: Here is a link, which includes details on how to use the free Adobe Reader to have clients electronically sign their T183 and other forms. Cameron’s reply to my post earlier today, and now this email from Profile are the first acknowledgements I’ve seen giving us the OK to let clients sign the forms using this free feature in Adobe Reader.

https://profile-en.community.intuit.ca/articles/1948202-set-or-configure-a-pdf-password-for-the-t183-to-be-emailed-to-clients

I hope this is helpful.

Gerry

1 Like

@kozakworld - We are masking sins to 5 characters, matching the CRA standard, starting with our release today/tomorrow. We had a variation of this feature before, but now we are doing it everywhere. We are going back through every form and module in our suite and making sure we comply with this, so you have the option to work with your clients electronically and still keep that information confidential. Our focus has been for the current year modules, but we will do everything over the course of the next few weeks.

4 Likes

I am glad to see the T2091 but what about the T1255 for the estate returns?