This guide outlines the process for changing the e-signature authenticator for a single/certain client only. If the agent intends to apply a general e-signature authenticator for all clients, please refer to this alternative guide
TABLE OF CONTENTS
Financial Report for E-signature
Video guide on how to send financial statements and tax returns using SMS as the client Authentication.
Video guide on how to send financial statements and tax returns using Date of Birth as the client Authentication.
Note: If the agent wishes to implement a general e-signature authenticator for all clients, please refer to this guide
Tax Return for E-signature
Via "E-signature" request page, the agent (user) can choose from the "Default"or change it from "SMS" to "Date of Birth"
*Untick "SMS Authentication" if you are unsure of the active mobile number of the client.
A. Below image will show that the e-signature request authentication is an SMS code, the client should receive a code from his phone in order to proceed signing the tax form
B. Below example shows that the authentication is the date of birth -
You may change the setting, to whatever e-signature authenticator you may want to use.
Note: This setting will be the set-up for ALL your clients.
Update this via gear wheel > Settings > Client Default
Security and Confidential
From the security and confidential perspective, the user has nothing to worry about, because no other person can access to the tax return, so only the client who has phone number can view it. As the confirmation the user can check the audit trail for the specific form and check who, when and what actions were made with the form.
Note: If the agent wishes to implement a general e-signature authenticator for all clients, please refer to this guide
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