Intuit Pro Connect and DocuSign

Forum|Forum|5 years ago
February 7, 2021
1 reply
10 views

Is it possible to connect you Intuit Pro Connect account with a pre-existing DocuSign account? We already have a DocuSign account and would like to connect it to use envelopes I've already paid for rather than having to purchase more to have my clients sign their returns through Pro Connect.

This topic has been closed for replies.

itonewbie

Level 15

I highly doubt so but you may like to call DocuSign and Intuit Support to check.

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

D

dollyfgz

Level 2

Well thats messed up because I followed the link and created a docusign account and now i still have to purchase it from Proconnect - I paid $300 for the docusign already

itonewbie

Level 15

@dollyfgz This is not messed up. Integration does not mean your subscription for one would cover the other - neither Intuit nor DocuSign imply that in any way. These are separate subscriptions - integration merely means the two products will work together somewhat seamlessly.

The way it works with ProConnect Tax is that you pay a separate fee to purchase DocuSign e-signatures, so that you can have your clients e-sign the e-filing authorization forms produced as part of the returns you prepare using DocuSign and manage that process within the ProConnect Tax.

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

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