Docusign is great. I’ve used it in a number of real estate transactions over the years, and now with CRA’s recent permission am using it for T183s. I love it. And I hear that there will soon be an integration in TaxCycle that will make it even easier!
(Right now we are sending everything by email, then doing Docusign separately, then sending an email from our accounting system with the invoice).
Is the client’s SIN stored anywhere on DocuSign’s servers? To me, that has serious privacy and risk implications.
Are we not allowed to PDF the T183 to the client, have them print , sign and drop it off at my office, as I have a drop box at my door.? Or must we witness it ?
You have to know your client has signed it. There’s some fuzziness around what “know” means.
I’ve emailed and mailed PDFs to clients in the past, they have signed them and sent them back. If I know it was the client that’s fine. I don’t think a drop box is any different.
Just remember that the virus lives for 24 hours on paper (and 3 days on solid surfaces), and be careful.
DocuSign has been around a long time. It’s industry standard for realtors.
Here’s what they do to protect confidentiality:
https://www.docusign.com/trust/security/product-security
Thank you for your input!
Jennifer Lewington
JALBOOKS
CRA is allowing us to mask the first 5 characters of the SIN on signature forms. We will do this for the next release.
We are hoping to have the integration done for the middle of next week. Nothing else to do this weekend anyways!!
OneSpan is next on our list, but we are focusing on DocuSign. Also, we are not sure what other changes will be required of us next week, so I don’t have any timeline for other integrations.
Great news!
Thank you so much. We were talking at work today about how responsive you have been and how impressed we are even in the midst of your collective grief and a pandemic. It’s noticed and very appreciated!
Thanks for all you do Cameron
Walters-Kluwers say the right thing - Cameron and crew dot he right thing!! Thanks!
IIRC there was something on the CRA notification about sending/receiving from the “last known electronic address” being fine.
I guess for those who don’t know clients (ie public clients) this is a more onerous process. I’ve got only clients I’ve known for many years, so much less of an issue. I email them the PDF, they print, sign, scan back to me, and have done for years. No issues with CRA on verification (except when they signed the T183 on the silly old DD line at the bottom of the form and I missed that…).
Given that little of what CRA is now requiring is actually supported by the ITA, my guess is that “reasonable” will be the watchword.
As for Cameron/TaxCycle…excellent work integrating Docusign – this will make many things much easier (no printing for tech-challenged clients!).
Hi SmallBizGuy…same format used here for years:-) Not so clear though on your last point…how will DocuSign and Electronic signatures work? I’m not at all familiar with the whole process.
Paul – Assuming all goes well, I’m hoping to do a webinar sometime next week to explain DocuSign and our integration plans.
Thanks for your response Cameron and sorry for your loss of such a valuable employee.
… and overall nice guy!
Docusign pricing.
Just a question but if you are also thinking of doing onespan are you also going to expand to others like RightSignature? Not a must but I like that you are thinking about ore then one integration.
OnSpan eSignature - About
OnSpan eSignature - Pricing