PleaseSign is a third-party e-signature platform that is integrated with Tax, allowing users to send documents to clients for signature. Enabling this feature requires you to set up a PleaseSign account and then enable the practice setting.
Set up PleaseSign account
Create a PleaseSign account and obtain an API key to configure electronic signatures in Tax.
Note: You require a separate API Key for each of your Native Cloud products.
Go to https://pleasesign.com.au and register for an account.
Verify your email address and log in to your PleaseSign account.
In the PleaseSign website main menu, navigate to the Settings, API keys page.
Click CREATE KEY to generate your unique key pair. This displays the Create API key dialogue window.
In the Name text box, enter a name for the API key pair for your own reference, for example, Access Tax.
Click Create. This displays the public key and secret key pair. Copy these values somewhere safe.
Enable/Disable electronic signatures
You can enable the electronic signatures features, which will then be available to all users within your practice in Tax.
Important: You must have an active PleaseSign account and obtain the required API keys.
Configure electronic document signatures
Log in to Tax.
Click the Settings cog to open the Practice Settings window.
Click Electronic Signature.
From the Default Electronic Signature method dropdown list, select from the following:
Select None to disable electronic signing.
Select PleaseSign to enable electronic signing.
In the Public Key text box, enter or copy and paste the public key provided by PleaseSign.
In the Secret Key text box, enter or copy and paste the secret key provided by PleaseSign.
Click Save.