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Level 3
September 17, 2025
New

e-Signature needs to notify tax preparer when it has been signed by the client

Related products:ProConnect
  • September 17, 2025
  • 0 replies
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Presently, when the client signs the 8879, a notification is placed next to the client's name under the heading "esignature status".     

However, the tax preparer isn't notified.  Unlike Docusign, we don't get an email notification so we must constantly be looking back at our tax return list. In the midst of the tax season with potentially dozens of returns filed daily, it can be missed.  That actually happened to a preparer I know.

We get email notifications on rejections (that's only been in the last few years) so I think it should at least be on par with Docusign where we get that notification also.