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Level 1
February 23, 2023
New

E-Signature Completed - more organized and user friendly.

Related products:Lacerte
  • February 23, 2023
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For Esignitures: when someone esigns their 8879 forms for efiling I need an easier way to see who is finished - a column for completed and also a column for downloaded the file. I want to open the dashboard and see all my individual and entities in one spot and not have to go through each one to see who completed their e-signature. 

Column - e-signature completed | Column - E-Signature not completed | Column - E- signature downloaded [insert checkmark manually] 

basically, I want to be able to keep better track of who has and who has not completed their e-signature forms. 

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