Electronic Signature Setup on KIS Online

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This article will show you how to Setup the Firm Signature and Preparer Signature in your software.

 

  • Login to your KIS ONLINEĀ software.

  • Click on the SETUP tab at the top right corner.

  • Click on the Sig Pad icon on the left side (5th one down).

  • On SELECT WHICH ONE TO USE SIGNATURE PAD and select which signature you want to do first, Firm Signature or Preparer Signature.

  • Click START under the selected signature box.

  • Sign inside the box using your mouse or signature pad and click SAVE SIGNATURE.

  • To sign the other signature box, go back to SELECT WHICH ONE TO USE SIGNATURE PAD and select which signature you want to do, Firm Signature or Preparer Signature.

  • Click START under the selected signature.

  • Sign inside the box using your mouse or signature pad and click SAVE SIGNATURE.

NOTE: If you have multiple preparers, you will need to have each preparer sign. You can select the preparer from the Select Preparer drop box under PREPARER SIGNATURE.

 

 

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