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January 29, 2025
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Batch Process for eSignature for Form 8879 (including 8879, 8879-S, 8879-C, and 8879-F)

Related products:Lacerte
  • January 29, 2025
  • 0 replies
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Similar to the batch process for emailing the link to the engagement letter, questionnaire, and document request, allow a batch process for emailing a link for clients to complete their eFile authorization (Form 8879) via eSignature.  

This would save me considerable time and it would ensure my clients get their eSignature request in sufficient time to eFile their return on time.