eSign Pro
Send documents to your clients to sign electronically using eSign.
Last update: CCH OneClick
What is eSign?
The document introduces eSign, a feature within the CCH Central suite that facilitates sending documents for electronic signature to clients through CCH OneClick. It highlights the ease of tagging required signature areas on PDF documents, providing a simple electronic signature solution that includes options like scanned signatures and tick boxes. Additionally, it discusses the embedding of signatures alongside digital certificates for legal validation and offers resources for further guidance on electronic signatures. A demo video is available to showcase the end-to-end eSign process.
CCH OneClick
Get Started: eSign
The document outlines the prerequisites and pricing for using the eSign feature within the CCH Central Suite. To use eSign, practices need to upgrade to the latest CCH Central version and ensure clients have activated CCH OneClick workspaces. It includes a link to a demo video illustrating the eSign process and directs users to the eSign user guide for more information. Pricing details are also provided, indicating it is additional to the CCH OneClick base package and dependent on practice size, offering unlimited usage for all users.
CCH OneClick
eSign User Guide
This document outlines the operational guidelines for using the eSign functionality within CCH Central, emphasizing the need for Microsoft Edge WebView2 Runtime installation. It details the eSign and Approval processes for sending documents, including directions for document preparation and the management of multiple signatories. Key features include newly added email templates, internal signature capabilities, and updated status tracking in both Message Centre and Document Centre. Users can utilize various acrofields for signatures and customize their signing experience. Enhanced communication is facilitated through automated notifications and document management functionalities.
CCH OneClick
FAQs - eSign
This document provides frequently asked questions about eSign, detailing its pricing, document limitations, and usage requirements. eSign is an add-on service to the CCH OneClick base package, with no limit on the number of documents sent for signature and a monthly fee covering unlimited usage for all users in a practice. However, eSign is only available to users of both CCH Central and CCH OneClick. For specific pricing, users are directed to the CCH OneClick price list.
CCH OneClick
FAQs: Messages and Documents
This document outlines the functionality and features of the Messages & Documents service within CCH OneClick, replacing the previous Client Portal. It allows secure online communication and document exchange between clients and professionals, using advanced encryption for data protection under GDPR regulations. Key features include message notifications, the ability to send messages to multiple contacts, document attachment options, electronic approval requests, and usage permissions for junior staff. The service can be accessed via web browsers, providing flexibility for both clients and employees. There are document size limits, and guidelines for managing document storage are also provided.