Electronic Signature Setup on KIS Online

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

 

• Login to your KIS ONLINE software.

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

• Click on the Sig Pad icon on the left side (5^th 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.