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Level 3
February 6, 2023
Question

Can I change the email address shown in the e-signature emails I send to clients?

  • February 6, 2023
  • 3 replies
  • 18 views
When I first sign-up for pro connect and purchase e-signatures, I used my personal email address. Now I have my business email address updated everywhere(account settings, contacts, etc.), but the emails generated still show my personal address and caused some confusion for my clients. I contacted customer service two times, and the associates were trying to be helpful but unfortunately, neither can solve the problem.
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3 replies

George4Tacks
Level 15
February 6, 2023

If support can not help, that means the information must be changed on your EFIN and you need to contact IRS https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin

When done you will need to submit EFIN to intuit AGAIN. https://proconnect.intuit.com/support/en-us/help-article/account-management/register-efin-proconnect-tax/L9UQWErbz_US_en_US?uid=ldsziicn

EDIT - I stand corrected by Phoebe, who knows way more than me. Ignore my post above.

I assumed you clicked the Settings "gear" in the lower left and made the change there Preparer Information

Answers are easy. Questions are hard!
PhoebeRoberts
Intuit Community Champion
February 6, 2023

Email address isn't tied to your EFIN.

George4Tacks
Level 15
February 6, 2023

New guess! https://proconnect.intuit.com/support/en-us/help-article/accounting-bookkeeping/managing-intuit-account/L3EwuDVOC_US_en_US?uid=ldt00g91

change your e-mail there. 

It really sucks when support doesn't know how to do such a mundane function.

Answers are easy. Questions are hard!
lihe0402Author
Level 3
February 9, 2023

Thank you for the info. I updated everything I can but nothing works. It should be an internal thing between Intuit and Docusign and probably something their integration teams need to work on.

Level 2
March 18, 2023

I am having the same issue as well.  Has there been a solution to this?  It still shows my personal email and I need to reflect my business email.  Even when signing into Docusign, I cannot edit the email address..

 

Any help will be appreciated.

Level 2
March 7, 2025

I have been trying to fix this for a long time, and finally stumbled upon the solution!!

To change the e-mail address shown in the e-signature requests, you need to log into your Docusign account linked to the 'incorrect' email address.  Then go to Manage Profile in settings, and update to the correct email address. 

There was a bit of a verification loop to go through, but it updated rather quickly.  I sent a test e-signature request to myself, and it included the correct/updated email address.  The content of my e-signature dashboard in ProSeries was not impacted, all pending and completed documents are still there.