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How do I send the completed Tax Plan to my client for signing?

Explains how to send a Tax Plan for digital signing using FuseSign

ChangeGPS Tax Plan integrates with FuseSign to allow you to send the completed tax advice document to your client for digital signature directly from the module. In Step 4 — Preview & Send, select Send for Signing in the actions sidebar. You will be prompted to add signers — enter the client's name and email address — and FuseSign will send the document with a secure signing link. Once the client signs, you and they both receive a copy of the executed document. Note that FuseSign must be configured for your organisation before this feature is available. Contact your account manager or support team if the Send for Signing option is not appearing.


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