TaxCycle and DocuSign®

Join us for a webinar on TaxCycle and DocuSign® to learn how to send documents for electronic signature to your clients. Learn how to:

  • Decide whether a free electronic signature option is enough for you
  • Link your DocuSign® account with TaxCycle
  • Set print options to request an electronic signature
  • Mask social insurance and business numbers
  • Track the status of electronic signatures in TaxCycle
  • Download signed PDF files from TaxCycle
  • Manage signatures for other forms (such as T2091)

Answer the polls during the webinar to earn 0.5 verifiable CPD credits.

Cameron Peters

30 minutes

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