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CPA SafeSign
About CPA SafeSign

Accounting firm documents require signatures by Clients and/or Staff.  SafeSign provides accounting firms an E-Signature solution for all their documents, INCLUDING 8879's.     

E-Sign Any Document

 Client Documents  Internal Documents
   
  • Forms 8878 & 8879 
  •  Annual Independence Survey
  • Form 4506-T
  •  IT Policy
  • § 7216 Consent 
  •  Partnership Agreements
  •  Engagement Letters
  • Internal Routing Sheets 
  •  Management Rep Letters
  •  Human Resource Related Doc's
  •  Audit Rep Letters
  -  Offers of Employment
  •  A/R and A/P Confirmations
  -  W-4 & I-9
  •  Client Consent
  -  Employee Handbooks
  •  New Client Acceptance
  -  Medical & Dental Insurance
  •  Conflict of Interest
  -  401k
  •  Payroll Processing
  -  Parking
  •  W-9's
 
  •  Credit Card Authorization
 

 

Anywhere, Anytime
Documents can easily be signed from anywhere, anytime via a PC, laptop, tablet or smart phone

It’s Legal
The ESIGN Act of 2000 made E-Signatures the legal equivalent of hand written signatures
 

Replaces Paper Processes

·         Saving hard costs of paper, letterhead, ink, mailings and labor. 

·         Saving at least 50% of time and costs associated with mailing paper Engagement Letters

·         Saves clients time from faxing, scanning or mailing back

Has Reporting Features

·         Track documents sent for signature by engagement type, document type, tax year and partner

·         Track the signature status and send reminders from Outlook

Advanced Tools

·         MS Word Plug-in to create document templates  

·         Mail merge data into templates

·         Batch processing

·         Automated signature placement in templates

·         Manage married signers using the same email address

 

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