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Old 11-11-2013, 06:21 PM
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Serena Serena is offline
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Default How do you sign SB's for filing?

Just curious what other EA's are doing.

Do you physically sign each one with your own hand and then upload it as an attachment for e-filing? Or do you use another means of signing in adobe or other software?

Do you send clients an original signature?

I remember some complaints about having our signatures displayed online when E-Fast first started, but haven't heard much complaining since they said you could type it out and use your initials.

Printing out the form, signing it and uploading seems counter-productive to going paperless. But the instructions say "a stamped or machine produced
signature is not acceptable".
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Old 11-12-2013, 11:50 AM
Hojo Hojo is offline
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We hand sign and upload. Send the original signed to the client for their files.
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Old 11-12-2013, 06:31 PM
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That's similar to what we do. I'm just trying to come up with a way to be completely paperless and still follow the rules. Not sure we can.
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