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E-Sign (Getting Started)
TaxCalc eSign Centre dramatically reduces the time spent obtaining client approval for tax returns, VAT returns, sets of accounts and any other documents. Simply send over an electronic copy of the documents for the client to check, then once signed, you’ll be notified immediately where you can...
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01 Apr, 2022
Views: 1578
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eSign Credentials – Email already in use
If you receive an error message titled Email already in use when trying to send an eSign envelope, it is because the email address you are trying to use has an account with Signable already associated with it. You will need to enter a new email address to be used with eSign Centre. After...
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17 Oct, 2019
Views: 520
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Updating eSign Company Name or Email Address
In order to update the Company name or email address, please complete the below instructions: Go to Admin Centre. Go to the Applications option in the left hand menu. Select eSign Centre and select the Customise eSign Centre option from the left hand menu. Alternatively, you can double click...
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24 Mar, 2020
Views: 325
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"Unable to Connect" using TaxCalc APIs
Under certain conditions we have seen some reports of access to certain areas of the application through APIs (Accounts Production Trial Balance Imports and Document Manager) not working as expected. You may get the below error or the options within the Accounts Production import screen may be...
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05 Apr, 2022
Views: 252
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Can I upload MS Word documents to an eSign envelope?
You can now include external PDF documents within your eSign envelope. This is particularly handy should you wish to send engagement letters to your clients. As engagement letters are generated in MS Word, you will need to convert them to PDF in order to upload them to the envelope. Converting...
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26 Mar, 2020
Views: 229
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Why have my Signable confirmation emails stopped sending the PDF documents as attachments?
A recent change implemented by our third-party software provider Signable (W/C 14th March), now means that upon documents being finalised and signed by all parties, regardless of how many signers are included on the envelope, the attachments are no longer placed on the email confirmation receipt....
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08 Apr, 2022
Views: 33
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Unable to Open Document, when trying to upload a pdf file from a network drive to a new envelope in TaxCalc
If you get the below error when trying to upload a pdf from a network drive to a new envelope in TaxCalc, please review the below steps. After clicking ‘Upload Document’ from the TaxCalc Envelope ‘Manage Documents’ page, you will need to: Select the network drive where you file is...
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22 Aug, 2022
Views: 22
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