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S
SM65
Level 2
March 5, 2021
Question

Older files and e-signatures

  • March 5, 2021
  • 2 replies
  • 7 views

The Client Explorer only shows clients from 2008 to 2020. What was the purpose of excluding prior clients and why can’t they be carried forward? The Client Explorer prior to this year provided a good data base of all clients for quick access. If a client moved back and wanted to retain you again then you could always carry his/her files forward. Also, there was an updated patch regarding e-signatures but there were no instructions on it. Where are the procedures for that?

This topic has been closed for replies.

2 replies

S
SM65Author
Level 2
March 5, 2021

I just found what’s new in e-signatures today which I don’t think was available when I downloaded the patch on Thursday morning.

P
Pro4
Level 8
March 10, 2021

Hi, thank you for using Intuit ProFile Community

If you need access to the modules removed from ProFile please call us at -800-452-9970.

Information regarding ProFile  integration of DocuSign can be found here 

Hope this helps

S
SM65Author
Level 2
March 11, 2021

My point was that you shouldn't have to call to access files you paid for in the past. It is cheaper now but very expensive before but thanks for the reply. 

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