Where can I change the Firm Name on the email that gets sent to clients for esignature?

Forum|Forum|3 years ago
February 18, 2023
1 reply
18 views

I've gone into firm information in the settings tab and updated that but that name I put in the Firm name does not appear in the email where it says it will autofill the Firm name but instead it shows my actual name in the email and I cant change it from anywhere.

ProConnect Tax

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George4Tacks

Level 15

Firm Name is the name used to get your EFIN. If you want to change that you must start with IRS.

Answers are easy. Questions are hard!

P

PBT_22Author

Level 3

Thank you for the response but the weird thing is my Firm Name for my EFIN is my actual Firm Name not my personal name so not much I can do on the IRS side either. Also in the Firm and EFIN information tab of PCT under settings it show my Firm name under the verified EFIN section and so nowhere do I see it say my personal name being used as my Firm name.

sjrcpa

Level 15

Is it perhaps using Preparer Name instead of Firm Name?

I don't know if you can edit the template.

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

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