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While preparing your tax documents, your accountant may notify you via email when you need to review and electronically sign documents.

You will also see the eSignature task in the To-Do list of the Client Centre Tasks screen when your signature is required on one or more documents.

Begin the eSignature process

To begin the eSignature process, follow the applicable steps below.

From within the notification email

1. Click the link in the notification email and, in the browser window that opens, read and agree to the Electronic Record & Signature Consent disclosure.
2. Click Start and verify your identity by entering or selecting the correct information and clicking Next to proceed.
3. Enter your name and initials, choose from the available signature options, and click Next.

From within Client Centre

1. Log in to Client Centre.
2. On the Tasks screen, click the eSignature Request task in the To-Do list.
3. Click the Review & Sign Document button.

Sign documents

The To Sign list includes each document that you need to sign.

• Documents that require your attention are indicated with an Attention Needed icon.
• Documents that are ready for signature have a checkmark next to them.
• The To Review list includes any documents that you need to review.