New
Docu-sign - toggle between all entities & 1040
Now that clients are responding to docu-sign, the link in the email notice is cumbersome with dual authentication. If we use the Lacerte docu-sign dashboard, we need to change to S-Corp or Indiv or Ptn to get to the dashboard.
Suggestion, no dual authentication from email OR in dashboard, the ability for only 1 dashboard with a drop down for the various entities.
