E-signature function in the task
Uku's e-signature feature lets accounting firms collect digital signatures from both clients and team members directly within tasks. Use it for engagement letters, tax returns, and any compliance documents that need multiple signers.
Who can do this
Both the accounting firm and the client must have the Client Portal activated
All signers must have access to the Client Portal
Read more about the Client Portal.
Step 1: Create a task
Create a new task for the client or select an existing task. Learn how to add a task.
In the task view, click the e-signature icon.
The e-signature module opens within the task. Add the documents that require signatures as attachments.
Set the document signing deadline.
Step 2: Assign signers
Add a client-side signer
Click Add Contact and select the client-side contact who needs to sign the document.
The contact automatically receives an email notification about the signing requirement.
The contact must have access to the Client Portal. Adding a contact as a signer automatically sets the task as a Client Portal task.
Add a firm-side signer
Click Add User and select the accounting firm member or the client's default user who will sign the document.
After making all selections, click Save and then click Add.
Step 3: Document signing by the accountant/firm
After saving, a Sign button appears in the task. Click it to open the signing module.
Choose one of three signature methods:
Name letters — Type your name using the keyboard.
Draw — Draw your signature using the mouse. Use Clear to delete or Download to save for later use.
Upload — Upload a previously created signature file from your computer.
Confirm your signature by clicking Adopt and Sign.
Step 4: Document signing by the client
The client receives an email notification about a new task in the Client Portal.
The client opens the task and clicks the Sign button.
The client chooses from the same three signature methods:
Name letters — Type name using the keyboard.
Draw — Draw signature using the mouse. Clear and Download options are available.
Upload — Upload a previously created signature file.
The client confirms by clicking Accept and Sign.
Once signed, the client can also mark the task as completed.
Step 5: Monitor signature status
An informative icon in the signing module shows the current signing status. When you reopen the task, you can see whether each party has signed.
If a signature has been added, the status changes to Signed.
When all signing steps are completed, the signed document turns green and is saved to the task.
Download the completed document to view the electronic signatures on it.
Troubleshooting
E-signature icon does not appear in the task: Verify that the Client Portal is activated for both the firm and the client. The e-signature feature requires an active Client Portal.
Client did not receive the signing notification: Check that the client contact has Client Portal access and a valid email address. Ask the client to also check their spam or junk folder.
Signer cannot open the signing module: Ensure the signer has an active Client Portal account. If they were recently added, they may need to complete their portal registration first.
Signed document does not turn green: Not all signers have completed their signatures yet. Open the task and check the status icon to see which signatures are still pending.