Get everything signed and tracked with eSignature in ProFile

Manage client signatures digitally, on any form or document, and track their progress remotely, with real-time status updates right from your software dashboard.

Here’s how eSignature works for ProFile

You set and send the request

Choose from existing forms, plus attach any document you want, then send it all to your client.

Your client gets a protected email

They click to view documents on any device, authenticate as needed, and sign with quick clicks.

You see status in real-time

Keep track of every request at-a-glance on one dashboard inside your tax software. Know when clients sign, and send reminders when they don't.

Get the most out of eSignature

Simple. Protected. Efficient.

Don't have ProFile yet?

 

Get Canada’s #1 best selling professional tax software1 now, so you can start using eSignature powered by DocuSign®

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Use eSignature with tax forms

eSignature is available on any forms across ProFile T1, T2, T3 and FX modules

T1: Personal Tax

  • T183
  • Auth Rep

T2: Corporate

  • T183Corp
  • Business Consent

TP1: Personal Tax (Québec)

  • TP-1000
  • Auth Rep
  • T183
  • MR69

CO17: Corporate (Québec)

  • T183 Corp
  • CO1000
  • Business Consent
  • MR69

Using eSignature requires DocuSign®, see how it works*

Connect to DocuSign®. Collect signatures in ProFile.

Connect to DocuSign® or create an account

Connect your existing DocuSign® account to ProFile, or create an account if you don’t have one.

Create a request in ProFile

Choose from existing forms, plus attach any document you want.

Track status in real-time

Keep track of every request at-a-glance within DocuSign®.

Ready to get started with DocuSign® for ProFile?

 

ProFile users get a 25% discount on DocuSign®, or you can try free

Get Started

Get up and running

Learn how to use DocuSign® for electronic signatures in ProFile

FAQs