Docusign Client Questions

Forum|Forum|4 months ago
February 12, 2026
2 replies
21 views

I have done 4 2025 individual tax returns and two of my clients are having problems with Docusign accepting their answers which they say are very easy. I have resent the Docusign email to them but still not being accepted to the point that one of my clients after 3 tries was told by Docusign that her name could not be found. We ended up mailing her return. Frustrating!! Is there a workaround to the Docusign e-signature process to be able to e-file? I am a Pro Series Basic user.

eSignature

Best answer by sjrcpa

Give the client the tax return and efile documents outside of Docusign.

Have them sign and return the forms to you.

Then efile.

sjrcpaAnswer

Level 15

Give the client the tax return and efile documents outside of Docusign.

Have them sign and return the forms to you.

Then efile.

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

R

RogeraAuthor

Level 2

Thank you sjrcpa. Wil do.

D

Dottie Fauci

Level 3

DocuSign has not worked for 2 days now. I also have clients who can't get verified - ironically they were verified for the past two years!! I create a pdf of the efile forms and send directly through my DocuSign account. It's working, I've sent 3 today and got one completed.

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