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Level 3
February 20, 2020
Question

e-signature failure

  • February 20, 2020
  • 1 reply
  • 13 views

Client has tried remotely to "verify" signature through the Lacerte e-signature authentication process. She says she answered all of the questions correctly, yet, the authentication process has failed twice. Other than having her come into the office to sign her e-file documents, is there an alternative process through DocuSign?

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1 reply

Level 2
February 21, 2020

That happened to us during extensions last year. The questions are similar to what they would be asked if running their credit report. I usually tell the client to slow down and answer carefully. When that failed (and it did), I used Adobe Sign (part of the Adobe Document Cloud package). 

cmbtaxAuthor
Level 3
February 21, 2020

Thank you for your input!