Tax preparers can send a remote signature request either by email or cell phone in CrossLink Online.
In order to initiate a remote signature request, the following items are required before sending:
ERO signature is required to be captured for the office before sending.
The recipient’s email/cell phone is required on Client Data Sheet.
A valid cell phone carrier is required, utilize the Choices menu.
Enter a "Y" for Does the Taxpayer consent to receive and sign their documentation remotely?
Located at the bottom of the Client Data Sheet.
Follow the instructions below to successfully send a remote signature request:
1. Click Signatures.
2. Choose Sign for the intended recipient.
3. Choose Remote Signature from the Signing Method drop-down.
4. Choose the desired Contact Method and click Next.
5. Click Send.
Repeat these steps for all parties that need to sign to get the option to Send.
Checking on the status of a Remote Signature Request - this can be done within the return "Remote Signatures" section below Client Data
How do I view the signed document? Within the return "Document Archive" section below Client Data.
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