CCH Axcess Tax - eSign for Client Collaboration - CANCELLED (Currently Unavailable)

Date: Friday, April 26, 2024 Instructor: PCS Instructor Begin Time:  1:00pm Pacific Time 2:00pm Mountain Time 3:00pm Central Time 4:00pm Eastern Time CPE Credit:  1 hour for CPAs

This course is for firms that license CCH Axcess™ Client Collaboration and explains how to set the firm up to use CCH® eSign to send Form 8879 for electronic signature as part of a Client Collaboration Request.

Who Should Attend
Staff members who are responsible for sending Form 8879 for signature and managing the signature and retention process for Form 8879 should attend this session

Learning Objectives

• Learn to send Form 8879 for electronic signature as part of a Client Collaboration Request
• Learn to configure CCH® eSign and configure the firm's Assure Sign account
• Learn the client signing experience
• Learn to track, manage and store Form 8879s
• Learn the integration between CCH® eSign and CCH Axcess™ Client Collaboration and between CCH® eSign and the CCH® Electronic Filing Status System

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (1 hour)

Program Prerequisites
None

Advance Preparation
None

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