Every additional PDF that needs to be signed will use an e-Sign Event.
See the Purchase eSign Events section on the support site for details on available discounts. Bulk discounts are available for users wishing to purchase 10 or more e-Sign Events at a time.The current balance of events is displayed.Enter the number of events you wish to purchase.Once purchased, e-Sign Events do not expire as long as you continue to maintain an active account status with Drake Portals. You must have e-Sign Events available before you will be able to upload each PDF for signing. In order to send forms for signature, you must first purchase e-Sign Events. Watch the video, Connect Signatures, for a demonstration. Only a taxpayer (or spouse if a 1040 MFJ return) with a valid SSN is eligible to use the e-signature feature.Documents can only be signed via Drake Portals if enough e-Sign Events have been purchased and are available.The Drake e-Sign Online process requires the purchase of e-Sign Events.The Drake e-Sign Online process is different than using a Signature Pad to e-Sign documents in your office.When using Drake e-Sign Online, remember: Download a signed PDF copy to Drake Documents.The preparer's e-signature is not applied via this process it is only designed to gather the taxpayers' electronic signatures. Starting with Drake17, both current and prior year returns can be signed via Drake e-Sign Online. How do I use the Drake e-Sign Online function in Drake Portals - SecureFilePro TM?ĭrake e-Sign Online is integrated into Drake Portals and allows your clients to review and sign tax documents on their mobile device or computer.