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Level 3
March 29, 2024
Question

Client Copy of return if they lose their docusign email

  • March 29, 2024
  • 1 reply
  • 8 views

I use Docusign and include a copy of the client return in the docusign envelope.   My clients sometimes fail to download or print a copy of their return (even though I TELL THEM TO) then can't find the email later to access it and call me wanting a copy.   Is there a way to resend the email so that I can get them a secure copy of the return without charging me again for another signature (which isn't needed since it's already signed).   

 

 

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1 reply

dkh
Level 15
March 29, 2024

There is an option when printing returns to Email password protected pdf

It may be the solution to your situation.

For the record, I have not ever used it.

Level 3
March 31, 2024

I'm not seeing that option in 2023 Proseries Basic.