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e-Signature Documents

In addition to Secure Email Send & Secure Document Request, Client Track Portal also gives you the ability to send Secure e-Signature Request email to recipients requesting attached PDF documents to be signed electronically.

Every Portal user receives 10 FREE Secure e-Signature Documents. Need more?


What's An e-Signature?


e-Signature is a an easy, quick and legal way of giving consent on important documents or forms by signing electronically. e-Signatures can be used to replace handwritten signatures in virtually every personal or business process.

For your security and assurance, we use certificate-based digital signatures for our secure e-Signature.

Send Secure Email

The Benefits Of Using e-Signatures


Quick and Easy

Cut down on wait time by quickly sending documents to recipients using e-Signature.

Legally Binding

e-Signature has the same legal status as a handwritten signature.

Cost-Effective

Reduce spending on paper, ink and postage by using e-Signature.

e-Signature Overview

What are e-Signatures Used For?


  • General
  •  RC661 Canada Emergency Wage Subsidy (CEWS) Attestation
  •  Client Contracts
  •  Privacy Policies
  •  Legal Agreements
  •  Non-Disclosure Agreements
  •  Quotes & Proposals
  • T1
  •  T183 (with new time field requirement)
  •  AuthRep (formerly T1013)
  •  T185 Electronic Filing of a Pre-authorized Debit
  •  T1-DD Direct Deposit Worksheet
  • T2
  •  Engagement Letters
  •  AuthRepBus (formerly RC59)
  •  T1135 Foreign Income Verification
  •  AT4930 Alberta Consent Form

Time Stamp - T183 Form

We easily allow for the new time stamp requirement on T183 form.

Send It & Forget It


e-Signature Process

Once you send an encrypted e-Signature request to a client, we handle the rest of the process for you.

You can track the entire signing process for each document so you can see a list of exactly which recipients have signed their document and which have not.

Once the recipient digitally signs their document, the recipient automatically receives an encrypted email with a link so they can download their completed and signed PDF for themselves.

Our system will then send you an email indicating the document has been signed.

If the recipient is one of your clients, we will also automatically save the completed and signed PDF document in that particular client's shared encrypted folder so that both you and the client can easily access all the signed PDF documents whenever you like.


Type Of e-Signature We Use


Simple Electronic Signature (SES)

We use Simple Electronic Signature (SES) which is most common and fully compliant with Canada's PIPEDA.

In accordance to PIPEDA, here are the requirements to ensure secure e-Signature:

  •  User authentication to an internal application to approve something and logging in to sign document electronically
  •  Unique and distinctive (i.e. can't draw an 'X')
  •  Typing your name or drawing your signature using your mouse or stylus on a touchscreen by hand electronically
  •  Created under signer’s sole control

How To Sign Documents Electronically

There are different secure methods in signing a document electronically.


  •  Sign document with your mouse on a computer
  •  Sign document with your finger (or stylus) on a phone or tablet
  •  Sign document with your hand on a signature pad

E-Signature Overview

Are e-Signatures Legally Binding?

Yes. In Canada, an electronic signature has the same legal status as a handwritten signature and is regulated federally by PIPEDA (Personal Information and Electronic Documents Act).

All provinces in Canada (except Quebec) have established UECA act making e-Signatures a legal, reliable way to get important documents signed. Quebec has its own similar law based on AELFIT (C-1.1) establishing that “electronic signatures and documents have the same legal weight as their paper equivalent.”

How e-Signatures Works

Creating an e-Signature on PDF document is easy, quick and secure. To setup an e-Signature, click button below and follow the instructions.

View e-Signature Tutorial

Every Portal user receives 10 FREE Secure e-Signature Documents. Need more?

Send It & Forget It

In Client Track Portal, create an encrypted Secure e-Signature Request email. Enter recipient's email (signer), password only recipient would know, upload PDF document and hit 'Send'. That's it! You can move on knowing Client Track Portal will take care of everything.

Unlock Encrypted Email & Sign Document

Recipient (signer) receives and encrypted email notification of PDF document for signing. Check off to accept agreement, enter password to unlock encrypted email, sign PDF document and click 'Finish Signature Process'.

Track & Manage Progress

Signed PDF documents automatically gets saved to the 'Emailed Files' folder for each recipient in Client Track Portal's Virtual Filing Cabinet. In addition, you can view status of e-Signature (sent, viewed, signed) and delete e-Signature requests from our online email dashboard.

As always, all e-Signature requests are always encrypted in transit and while stored in our system.

Contact Us

Based in Ontario, Canada

TOLL-FREE:

1-866-423-8525

EMAIL:

sales@clienttrack.ca

support@clienttrack.ca