Proseries is admin on docusign acct

Forum|Forum|4 years ago
October 23, 2021
1 reply
18 views

Proseries is the admin on my DocuSign account and is using the WRONG company name on every e-signature i send out. I thought this was corrected back in 2020, but a client just told me in Oct, 2021 that he was concerned about opening the tax return for review because he didn't recognize the name! Apparently, it was never corrected.

DocuSign tells me I should be able to change the name if I am admin, but I don't have access. Proseries says it is a DocuSign issue. Has anyone experienced this?

My proseries renews in Nov, 2021, and I'm thinking of leaving for ATX which I have heard is good. I cannot continue with Proseries sending e-signs with the wrong company name. It makes me appear incompetent and unprofessional. I don't know what else to do.... Has anyone had any luck changing their company name with proseries e-signature?

ProSeries Professional

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Matt C

Level 6

Hi @Annette1 , sorry we missed this message for so long.

If it's not too late and you're still trying to address the issue, could you take a screen shot of "About ProSeries" and email it to proseries_engineering@intuit.com? Please include your username somewhere in the email so we know it's you.

In ProSeries, under the menu, click Help > About ProSeries and switch to the Version tab.

It should look something like this:

One other place that might be worth checking is My Account, under "Account" and "Manage EFIN": https://myproconnect.intuit.com/#/accounts/efin

Under "Tax Prep Credentials", is the "Doing Business As Name" what you expect? If this is showing the wrong company name, I believe you would have to contact support to update that.

Regards,
Matt

A

Atlgirl1971

Level 2

This is happening to me also for the past two years. In 2017 or 20188 we changed the business name when my father retired. I was told to use the same username even though I was given a new account, have a new eFIN and tax ID. Now that I am using eSignature, clients tell me that my father's company name is still listed. DocuSign support says that it is connected to his email which no longer is active, and he NEVER used eSignature. Docusign told me that I have to change it, Proseries says go make the change by logging into my account, but it isn't there. Now I'm told that I need to change my username to my business name or my email address. We tried that last year and while I don't remember why, I'm still using the old username. I can't expand my business within the virtual world if the business name is incorrect.

M

Matt C

Level 6

@Atlgirl1971 Sorry to hear you're having this issue as well.

I have limited knowledge in this space, but have you tried updating your business name here? https://myproconnect.intuit.com/#/accounts/efin

I see a dropdown option that says "Efiling firm business name change..." and it looks like the form lets you update the firm name there.

If the above doesn't help, unfortunately you will need to call into support and work with them on this issue, as this issue deals with accounts.

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