E-SIGNITURE DOCuSign

Forum|Forum|3 years ago
February 8, 2023
5 replies
22 views

Last year I had a lot of problems with E-SIGNITURE DOCUSIGN. THIS YEAR AGAIN IT IS HAPPENING. CLIENT IS GETTING MAD ON ME. DOCUSIGN CAN NOT MATCH THEIR INFORMATION. CAN ONE HELP ME HOW TO FIND OUT WHAT PART OF QUESTION CAUSES THIS UNMATCH RESULT.

ProSeries Professional

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GodFather

Intuit Community Champion

So far, so good for me. After my first e-Signature request, a box appeared indicated I did not have to use the normal knowledge based identity verification, instead I would be able to assign a code. I didn't use that option and just defaulted to the normal procedure so I'm not sure what you can do to rectify your issue. Maybe attempt another e-signature and choose the code option?

HOPE2Author

Level 7

HOW TO ASSIGN A CODE ON E-SIGNITURE DASHBOARD?

J

Jsyrus

Level 3

I used it just fine for 2021 returns, but this year so far, I've had major problems with people passing the authentication. I'm still set to use Knowledge Based. I've only had 2 out of 7 pass authentication, and most people are saying the questions don't have valid responses to their personal data. These same people were able to authenticate just fine last year, and haven't had major changes such as changing addresses. Something seems wrong, here. I've called Support but so far, they are clueless. I've reached out to the person who sold me the signatures to see of another avenue to get help for this.

HOPE2Author

Level 7

Proseries support team does not have enough experience specially for this year.

K

kelmelsd

Level 3

A lot of my clients are also having issues with DocuSign this year. Very frustrating.

A

Amajane285

Level 4

Once a client fails the first screen where they enter the home address, DocuSign says their information is wrong regardless of what they put in the next time. We can void and resend eSignature, but they won't pass this screen. No matter what we've tried. And thankfully we've had a lot of clients willing to try all the troubleshooting suggestions.

R

revsfreeman

Level 2

Same thing has happened to my clients.

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Lexi Conn

Level 2

I may be mistaken, but I thought the Access Code auth method was available for selection in 2022 Lacerte E Signature request. Now it only comes up when there is a spouse. This would be a good alternative if not for the federal requirements. In my experience, if a client does not have plenty of records to create the questions, it does not work well.

Skylane

Intuit Community Champion

Have you tried paper and pen? It’s still legal

If at first you don’t succeed…..find a workaround

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Amajane285

Level 4

Thank you captain Obvious, we use Pen and paper when we can. However, our clients are all over the world, in other states and some are in the younger generation that doesn't understand the concept of owning their own printer. We purchased eSignatures to support our client base. We PAY for a feature that is working like crap right now. So no, we shouldn't have to just revert to using pen and paper and forgo the money we spent on this feature.