Get started with Adobe Sign and DocuSign

1. Sign into your Intuit account by going to Online in the ProFile menu bar and selecting Sign In. you can click Create Account if you do not have one.
2. Go to Adobe Sign's website and set up your account, either by purchasing a license or by starting a 7-day trial. You can also set up an account by going to Options>Integration. Select the dropdown for eSignature. Click AdobeSign and then the link to get an account.

Alternatively, you can sign up for an account when you first open ProFile.

1. To start gathering e-signatures with Adobe Sign, go to File>eSignature and click Connect.
2. You're taken to Integration Options. Click AdobeSign under eSignature and click Connect. If your Adobe Sign account ID matches your Intuit ID, you'll get a message advising you're connected.
   
   If you have a different email address for your Adobe Sign account you'll be taken to an Adobe page to enter your credentials. You'll then be notified sign-in is successful and instructed to return to ProFile.
3. Click OK. There's also an optional checkbox to set Adobe Sign as your default provider. When a default provider is set, subsequent actions related to eSignature will be based on that provider.
   
   
   
4. Open the file of the client you want signatures from and then go to File>eSignature>Collect Signature. The Send documents to AdobeSign window opens.
   
   You can add the taxpayer's spouse if it's a coupled return. Email addresses will default from the Email address field on the Info page. They can be manually changed, as well as the Subject and Message fields. The ellipsis button on the right hand side is for selecting PDFs other than the default T183 and Authorize a Representative forms. Note that Adobe Sign will not let you send documents to your own address. The sender and recipient's email address must be different.
5. Click Send to AdobeSign.
6. In Adobe Sign you can place where the client's signatures are needed. Click Signature and drag it to the required field.
   
7. If signatures are added you can click Send.
   
   

1. Your client will receive an email asking them to review documents and sign.

2. If they click the Review and sign link they'll see the document, be able to click the marker for e-signature and type, draw or share an image of their signature. Clicking Apply replaces the marker with the signature.

3. Your Client can select the Click to Sign button at the bottom of the page when ready to submit.

4. Upon submission your client will get an email and a copy of the signed document.

The Adobe Sign dashboard is accessed by going to File>eSignature>Dashboard. Within the dashboard, items with a status of Completed are ready to be downloaded.

The status window indicates the following for all eSignature requests:

Recipients: Displays designated recipients for requests.

Documents: Displays individual forms and documents included in a request.

Status: There are four statuses in the dashboard process:

• Created- The request has been created but not yet sent.
• Sent- The request has been sent but not signed as requested.
• Complete- The request was sent and completed as requested.
• Partially complete- one or more recipient has requested actions still incomplete.

Actions: There are two actions available:

• Download- All files in the request download to a .zip folder.
• Send reminder- Another reminder is sent to the designated recipient.

After clicking Download you will be prompted to save your customer's signed documents.

1. Select Integration… from the Options dropdown menu in the top toolbar. The Integration Options window then displays.

2. Select AdobeSign in the left-side panel.

3. Select the Disconnect button.

ProFile disconnects from the Adobe Sign service.

1. Click here or select the Get one here option from the prompt window when ProFile starts:

You are directed to the DocuSign account sign-up window:

2. Enter your personal and business information to create your DocuSign account.

Note: Due to system restrictions, the First Name and Last Name fields cannot include special characters or language accents (for example, Brière).

1. Open the DocuSign website.

2. Log in to your DocuSign Account.

3. Select the Settings option in the top menu:

4. Select the Signing Settings on the left-side navigation panel:

5. Update the Current Date Format field in the Document Formatting section to reflect the YYYY-MM-DD format:

6. Update the Current Time Format to reflect the HH:MM:SS.

7. Save the settings and close the browser tab.

You can review a video of this process here.

1. Open ProFile.

2. Select Integration… from the Options dropdown menu in the top toolbar:

3. In the Integration options window, click DocuSign and click Connect:

4. Sign in to ProFile with your Intuit account login and password. If you do not have one you can use the Create an account option to create one.

ProFile connects to DocuSign. You will be prompted to sign in if this is the first time you are connecting ProFile to DocuSign:

5. Log in to your DocuSign account.

6. Select Accept when prompted to allow ProFile to connect to the DocuSign service. It is only necessary to accept this connection once.

A successfully connected message displays:

7. Close the browser tab.

In the event an email address is associated with multiple DocuSign accounts, you will be prompted to select the DocuSign account that the ProFile license should connect to.

8. Select the appropriate account, if prompted:

Your connection status updates in the Integration Options window:

You can set DocuSign as the default provider in this window. Close the Integration Options window. The connection remains active. You can now begin sending documents to clients for electronic signatures.

You can review a video of this process here.

If you are using eSignature for coupled returns, you can review a video of this process here.

1. In ProFile, open the file or form that requires a signature or client input.

2. Select the Collect eSignature option under the File -> eSignature menu:

The Send documents to DocuSign screen displays:

3. Enter a recipient in the Recipients Emails field.

Note: For T1 returns, the Recipients Emails field automatically populates based on information in the return, and a spousal return displays both spouses in the Recipients Emails field. You can select both spouses as recipients, but each spouse will only be able to contribute signatures or information as designated by the sender.

When sending the documents to multiple recipients, each of them will have visibility of the sent documents but will only be able to sign the documents designated to them by the sender.

4. Select the file that requires client signatures or other inputs (for example, T183 or Authorize a Rep).

If you need to send a form to a client that is not provided on the default forms list (for example, an Engagement letter) you can add it as a PDF to DocuSign and send it to clients. Note that only a single PDF may be sent to clients at a time.

Open the Engagement letter or other needed form in ProFile and print it as a PDF.

Select the ellipsis button in DocuSign and browse to where you saved the Engagement letter PDF or any other PDF you need signed. Double-click the PDF and it opens in DocuSign.

Apply any elements that are required for client input (for example, a signature).

Send the signature request attached to the letter or form to your client.

Note: Only PDF-format files can be attached. Password-protected PDFs are not supported.

5. Enter an email subject in the Subject field (for example, "Request to sign attached documents").

6. Enter a description or request in the Email Body field (for example, "Please sign the attached documents where indicated").

7. Select Send to DocuSign.

The DocuSign elements panel opens:

8. Select the recipient from the dropdown menu of the left-side panel:

9. Select the file that requires a signature or input from the list on the right-side panel:

The selected file displays in the centre panel:

11. Select the SEND button in the top-right section when finished adding elements to documents.

The document(s) are sent to the recipient's email with the elements included.

The request recipient must open the email and click the REVIEW DOCUMENTS button.

The DocuSign signature panel opens for the recipient. The displayed form includes all the requests for input:

The email recipient enters the required information and inputs.

Note: Each individual email recipient will only see requests and input elements for themselves, not for any other recipients.

The email recipient selects the FINISH button in the top-right section of the page:

1. Select the Dashboard option under the File>eSignature menu. The eSignature Status window displays:

The status window indicates the following for all eSignature requests:

Recipients: Displays designated recipients for requests.

Documents: Displays individual forms and documents included in a request.

Status: There are four statuses in the dashboard process:

• Created- The request has been created but not yet sent.
• Sent- The request has been sent but not signed as requested.
• Complete- The request was sent and completed as requested.
• Partially complete- one or more recipient has requested actions still incomplete.

Actions: There are two actions available:

• Download- All files in the request download to a .zip folder.
• Send reminder- Another reminder is sent to the designated recipient.

2. Select the DocuSign link at bottom to display the eSignature status and summary page, if required:

3. Select the Request new button on the bottom to start a new eSignature request, if required. You will need to open a client file to be able to request a signature or view the dashboard.

Note the following:

• If you open a T1/TP1 client the dashboard only displays the status of the requests sent to that client.
• If you open a T2/CO17 the dashboard only displays the status of the business for which the file is open.
• If you open a T3 or FX client the dashboard does not apply any filter and displays the status of all requests across all years.

1. Select Integration… from the Options dropdown menu in the top toolbar. The Integration Options window then displays.

2. Select DocuSign in the left-side panel.

3. Select the Disconnect button.

ProFile disconnects from the DocuSign service.