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Level 2
May 6, 2025
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Entering a title field to a docusign fiduciary esignature form

Related products:Lacerte
  • May 6, 2025
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I posed this question to Lacerte customer service a couple of times (as of today 5-6-25) Is there a way to add a title field to the e-signature line for a Fiduciary?  An attorney who is signing as Trustee would like to have that option in the signature line to sign her title.    I see the title option on other tax return types , but not Fiduciary.   I was told that this is not possible, but to suggest it for the future in Lacerte upgrades.