Using Intuit Sign in ProFile for electronic signatures

Electronic signatures (or eSignatures) let accountants ask their clients for signatures and other inputs on forms and documents in ProFile. ProFile customers can track which requests have been completed and which are still outstanding in one convenient dashboard after requests have been sent.

Intuit has a proprietary eSignature solution called Intuit Sign. An Intuit Sign license lets you ask for signatures directly from ProFile without having to track individual emails or files. To use Intuit Sign, you will need a T1, T2/CO-17,T3, or Federal Tax Suite ProFile license, as well as the Intuit Sign license.

Note: Intuit Sign for ProFile doesn't work with trial, OnePay, or ProFile 20 licenses.

Features of Intuit Sign include:

• Unlimited signature requests.
• Time-stamped signatures to keep clients compliant.
• An authentication certificate attached to each signed document.
• Seven years of online cloud storage.
• Ability to store, track, and download client documents. 
• Set reminders and expiry for documents to be signed.
• No account creation for your clients, just a one-time password for your clients.
• Track client requests status in a dashboard.

You'll find the following sections in this article:

• Mobile carriers supported with Intuit Sign
• Activating Intuit Sign
• Using Intuit Sign
• Collecting signatures
• Collecting T1032 signatures
• Acquiring client signatures: what the client experiences
• Using the eSignature dashboard
• Frequently Asked Questions about Intuit Sign

Mobile carriers supported with Intuit Sign

We currently support the three major mobile carriers in Canada, Bell, Rogers, and Telus. This creates 87% national coverage, but varies by province. Each major carrier has subsidiary providers that may also work. See this list for the subsidiaries confirmed to be supported. This section will be updated when more subsidiaries and carriers are confirmed to work with Intuit Sign:

• Bell Mobility
  • Includes Virgin Plus, Lucky Mobile, Bell MTS, Bell Aliant, Northwestel
• Rogers Wireless
  • Includes Fido Mobile, Chatr Mobile, Cityfone, Primus Wireless, Zoomer Wireless, SimplyConnect, Shaw Mobile
• Telus Mobility
  • Includes Koodo Mobile, Public Mobile, DCI Wireless

Note: Freedom Mobile, SaskTel, and Vidéotron are not currently supported carriers.

Activating Intuit Sign

1. Go to this web site to purchase the product  Intuit Sign for ProFile. A receipt containing the product license key is emailed after a purchase.
2. Open ProFile.
3. Select  Help from the dropdown menu in the top toolbar, then select Manage Licenses, then Add New.
4. Enter the license key and select Activate when prompted.

 The eSign license confirmation displays.

Using Intuit Sign

1. Open ProFile.
2. Select Sign In from the Online dropdown menu in the top toolbar.
3. Enter your credentials when prompted and follow the sign in instructions. Select Create an account if you have not create a One Intuit account.
4. Select eSignature, then Connect from the File dropdown menu in the top toolbar. The Integration option window opens.

5. Select Intuit Sign under the eSignature list options.
6. Select Connect, then OK:

Under the File menu, 2 new options are now available: Collect Signature or Dashboard.

Note: To switch between eSignature providers, select Options then Integration, then go to the provider of your choice, and select Connect.

Collecting signatures

1. Select eSignature under the File dropdown menu in the top toolbar, then select Collect Signature.

The Request eSignature window displays, providing a list of documents that can be selected to be sent to the client:

2. Select the form(s) that require a client signature.
3. Select Next.

Note: Currently you can select and send 5 forms at a time from the form list. The one exception is for the T1032: if you select this form, it is the only one that can be sent with that submission.

4. Select which signed documents you wish to view, download, delete, or reorder (in case there was an issue or mistake during the form selection process).
5. Select Next. If you entered the taxpayer’s information on the Info page, this window automatically populates. Otherwise, enter your client’s information.

You must use a personal mobile device number for the taxpayer's identity to be verified. A work-issued phone will not work in many cases as your customer would have a company address associated with the billing. Before your client can access the document, they will be led to a secure portal that will generate a one-time passcode sent directly to the mobile device used in the request.

6. Customize your email messages required. The client name automatically populates.

7. Select Next.
8. Set an expiry date and customize reminders, if needed.
9. Select Next.
10. Review the information, including the preview of your email message.

11. Select Send when satisfied with the request's details.

A confirmation message displays after the client selects Collect eSignature, including which file was sent and the time.

Collecting T1032 signatures

1. Create a coupled T1 return.
2. Enter the taxpayer's information.
3. Complete the T1032 form.

Note: When collecting the T1032 signatures, you cannot collect any other signature from the return at the same time. Complete the T1032 before requesting more signatures.

4. Select who is transferring the pension on the T1032.

The transferring taxpayer becomes the primary and ProFile will transmit the request for eSignature to this taxpayer first. Once they have signed it and sent the document back to the preparer, ProFile will automatically send a copy to the taxpayer receiving the transfer to sign and return to the preparer.

Acquiring client signatures: what the client experiences

Once you have submitted your request, your client receives an email from Intuit Sign notifying them that they need to electronically sign the document.

1. Once they select Review and eSign, the client is taken to Intuit’s secure portal. A one-time passcode is sent to their mobile device number, which the client enters in the Verification code field and then selects Continue.

Note: The name, billing address, and mobile device number used to make the request must match the mobile carrier information for the authentication to work.

2. The client is prompted to acknowledge that this is a binding document.
3. The client  selects the acknowledgement checkbox and selects eSign document.

4. The client enters their name and selects Apply. The signature is displayed on the document.

5. The client selects Send.
6. After the client submits the return, the status in the dashboard automatically updates.

Using the eSignature dashboard

The eSignature dashboard contains all the information you need to track the progress of your requests.

Select eSignature under the File dropdown menu in the top toolbar, then select Dashboard.

The following values are displayed in the dashboard:

1. Displays requests that failed to authenticate on the dashboard.
2. Displays expired requests on the dashboard.
3. Displays completed requests on the dashboard.
4. Displays requests waiting for signature on the dashboard.
5. Customizable filter and column configuration.
6. Actions: view or select the request status.
7. View all indicates multiple eSignature requests. Select this to expand and display all requests.
8. Download downloads a PDF copy of the signed form and Summary - Electronic Signature Certificate.
9. Collapse all hides all requests associated with the document.
10. Send reminder sends an email reminder to your client.

Once your client has signed the documents, you will need to enter the date and time (where applicable) on the corresponding form in ProFile.

Frequently Asked Questions about Intuit Sign

How do I purchase an Intuit Sign license?

Intuit Sign may be purchased via the ProFile website.

How many requests can I make with this license?

Intuit Sign offers unlimited signature requests for the supported modules and years.

Which modules are supported with Intuit Sign?

You can collect digital signatures on any form approved by the CRA for e-signature for T1 (Individual) tax year 2022 to current tax year, T2 (Corporate) module 2021-2023 and onward, and T3 (Trust) tax year 2022 to current year).

Can I use a license from a previous year with Intuit Sign?

No. Access to Intuit Sign requires a current, active license.

How many users does Intuit Sign support?

All users registered with your firm may use the license.

Do I need an Outlook desktop setup to send the electronic signature request? 

No. The email is triggered through the Intuit servers and not the user’s email. The email address will present as intuitsign@notification.intuit.com. Note that users may need to specifically permit this email address in their email program.

What information do I need to enter to send a document to my client?

You need to enter their name, address, email, and mobile device number. A one-time password will be sent automatically to your client when they select the link to sign their document.

How do my clients sign in so they can sign their document?

Your client will receive an email from intuitsign@notification.intuit.com with a link to sign their document. Once they select the link, they’ll be prompted to enter an one-time passcode which will be automatically sent to the mobile device number you entered when creating their request.

Will the date and time automatically populate in the T183?

No. Once the preparer has received the T183 back from their client, they will need to enter the date and time on the form manually.

The form will be stored in the cloud and the accountant can download it and a summary showing the electronic signature certificate from the dashboard.

Note that the date and time will not be updated on the T183 tax form in ProFile; this is a manual entry.

Will ProFile's access to DocuSign® and AdobeSign® go away?

No. You will have the option to use the provider of your choice.

Can I add additional documents to be signed to my Intuit Sign?

Only the forms available from the list in ProFile are available for your client to sign.

Will I be able to see other documents that have been signed using AdobeSign® or DocuSign®?

Yes, but you have to connect to the service. You can only connect to 1 electronic signature option at a time.

What if my client hasn’t signed the document?

The dashboard shows you the status of the documents, allowing you to send a reminder to your client. If your client doesn’t sign the document, the dashboard will let you know that the link has expired.

How do I change the email template?

The template is free-format. You can delete the default content and customize it as needed.

Do I have to log in every time I launch ProFile?

No. The connection is maintained as long as you are actively using your connection, a minimum of once within a 30-day period.

Can I collect electronic signatures on password-protected files?

For their protection, password-protected files aren't supported. The password protects the file from being modified in any way.

How large can the documents in my request be?

There is a 25 MB size limit to each envelope.

How long does my customer have have to sign the document?

Once verified the customer has 30 minutes to sign before the request will time out. You can send a new request if this happens.

Will you be adding more mobile carrier support?

Yes. We are working to add support for more carriers. The Mobile carriers supported with Intuit Sign section of this article will be updated accordingly.

Can I cancel an eSign request?

No. This feature will be added in a future ProFile release.