Configure the Remote Signature Software Feature (Wallet)

Configure & Use the Remote Signature Software Feature

Important Note Effective for TY2020 to current

  1. From the Work In Progress (WIP) screen,
  2. Click Setup
  3. Select Wallet Setup.

  4. If prompted, the partner must Read and Accept Terms and Conditions to continue with configuration of the Wallet. 
  5. Add the email address that is to receive the invoices & important notifications
  6.  Add New Card (Note: ACH option is available once a card has been vaulted.)

ACH (Bank Account) Screen
  Note: Those utilizing the ACH option will need to manually reload funds to cover charges.


Related Article
KB 840 Wallet Error: Invalid Signature with ACH Authorization

Card (Credit Card) Screen
  Note: Those utilizing the CC option will NOT need to manually reload funds to cover charges.

KB 843 Wallet FAQ (TaxYear 2021)