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andrewbarker
Level 2
April 12, 2023
Question

The client has tried to Docusign twice but has not passed authentication. What could cause this problem and how can we resolve it?

  • April 12, 2023
  • 1 reply
  • 8 views
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1 reply

IntuitCharlene
IntuitCharleneCommunity Manager
Community Manager
April 13, 2023

If the taxpayer is a returning client there are new authentication methods that don't use the knowledge based authentication.  

 

See Authentication methods for eSignature in ProConnect for steps on how to send an access code instead. 

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