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FTAX
Level 5
September 2, 2021
Question

How many are you using eSignature

  • September 2, 2021
  • 7 replies
  • 27 views

I've been finding clients who e-file documents very comfortable with printing out form 8879, signing and scanning back.  Every I've considered looking into the eSignature, I'm so appalled by the price Intuit charges, I've never looked closely into the process.  Has it been a real time-saver?

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7 replies

Just-Lisa-Now-
Intuit Community Champion
September 2, 2021
I recently signed up with Encyro, unlimited Esig requests for $10 a month.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
GodFather
Intuit Community Champion
September 2, 2021

I assume the client still needs to go through the authentication process where they are asked random questions?  Is it similar to the esignature platform that ProSeries offers?

Intuit Community Champion
September 2, 2021

I have never used Intuits esignature, but Encyro uses  authentication by sending text code to clients cell phone to log in

Intuit Community Champion
September 2, 2021

I also use Encyro, as @Just-Lisa-Now- said very affordable, I've used it for two years now, and love its simplicity 

sjrcpa
Level 15
September 3, 2021

At that price, and satisfying KBA requirements, I will check it out.

The more I know the more I don’t know.
PATAX
Level 12
September 2, 2021

Have absolutely no intention of using that....

dkh
Level 15
September 2, 2021

I used 3 of 5 freebies ProSeries allowed.  I wouldn't pay for the service.  Didn't feel it saved ME any time but the client liked that they didn't have to take time to stop by office to sign.

sjrcpa
Level 15
September 3, 2021

BUT, for 8879s IRS requires Knowledge Based Authentication (KBA). That's what the big charges are for.

Sounds like Lisa's and Terry's products don't meet that standard. Should be fine for all kinds of other stuff, though.

The more I know the more I don’t know.
Just-Lisa-Now-
Intuit Community Champion
September 3, 2021

Encyro says it uses KBA for IRS 8879s.

 https://www.encyro.com/esign#kba

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sjrcpa
Level 15
September 3, 2021

Great.

The more I know the more I don’t know.
JRC
Level 7
September 3, 2021

I haven't used this and do not plan to in the future. I enclose the bill, form 8879 with a self addressed envelope to all my clients.  

Intuit Community Champion
September 3, 2021

@JRC Do you also mail the return for them to review before signing ?

JRC
Level 7
September 3, 2021

YES!

Taxes-by-Rocky
Level 7
November 9, 2023

For the lay person here, is DocuSign or Adobe sufficient for IRS requirements?

Intuit Community Champion
January 6, 2024

Per IRS requirements, the answer is no, it is not sufficient.