I am planning to implement e-signatures starting in 2025. I have tried to avoid it but am willing to jump in (finally). I have been using Sharefile for a few years just as a way to safely provide a place to share files with clients (both ways). Now that I’m going to use the electronic signatures, I’m confused as to how to print, say, a T183 with the fields for the signature and date (with the time) from TaxCycle. Is this possible or do I have to prepare the form with the fields in Sharefile? Thanks ahead of time for any help.
Hey Kevin,
We use Sharefile and RightSignature, and have done so for the last 3 years. You have prepare the form and fields in Sharefile directly. That said, you play with the templates in Sharefile that will recognize the fields automatically. Works well if your packages are always consistent.
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