Signature Pad for Lacerte?

Forum|Forum|5 years ago
January 13, 2021
2 replies
11 views

I see that the ProSeries software is set up to utilize a signature pad to collect client signatures. Is this also integrated into Lacerte? For contactless signatures when the client is at the office? The only information I can find under Lacerte relates to the eSignature product that is used when emailing forms to clients.

Thanks.

eSignature

This topic has been closed for replies.

itonewbie

Level 15

Can't seem to find any announcement about similar features for Lacerte. Everything points to this being available only in PS.

You'd think that if they have any plan to also offer this in Lacerte that they would publish articles in accounting journals and everywhere else but I hear only crickets. I think you're out of luck (at least for now).

https://proconnect.intuit.com/taxprocenter/proconnect/intuit-proconnect-expands-partnership-ecosystem-to-accelerate-software-capabilities-for-tax-professionals/

https://www.accountingweb.com/technology/accounting-software-news/more-integrated-abilities-coming-for-intuit-proconnect-product

---------------------------------------------------------------------------------Still an AllStar

sjrcpa

Level 15

I wonder how many people use this. To me, if the client is in the office, they get handed the paper and a (disinfected) pen.

The more I know the more I don’t know.

M

morgan jenkins

Level 2

Any update for E-Signature Pad being available for Lacerte. We think it is ridiculous that the lower/cheaper version has this option but the highest paid software doesn't. We would really like to use in our office.

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