UpTax Software ← Base de Conocimiento

Inicio › Centro de Ayuda › Base de Conocimiento

Configurar e-Signature (vía Signix)

Desktop
  1. Admin → Tools → Utilities/Setup Assistant → Setup Assistant → Office Information.
  2. e-Signature Login (email).
  3. Setup/Manage Account: te lleva a signix.net.
  4. Crea cuenta + password.
Usa In Person (no Remote). Emails distintos para preparador, taxpayer y spouse.

🇺🇸 Set up e-Signature (through Signix)

  1. Admin → Tools → Utilities/Setup Assistant → Setup Assistant → Office Information.
  2. e-Signature Login (email).
  3. Setup/Manage Account: it takes you to signix.net.
  4. Create an account + password.
Use In Person (not Remote). Use different emails for preparer, taxpayer and spouse.
🔎 Ver en la Base de Conocimiento completa →