cmbtax
Level 3
02-20-2020
02:48 PM
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Client has tried remotely to "verify" signature through the Lacerte e-signature authentication process. She says she answered all of the questions correctly, yet, the authentication process has failed twice. Other than having her come into the office to sign her e-file documents, is there an alternative process through DocuSign?
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Phillips-Corp
Level 1
02-20-2020
07:06 PM
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That happened to us during extensions last year. The questions are similar to what they would be asked if running their credit report. I usually tell the client to slow down and answer carefully. When that failed (and it did), I used Adobe Sign (part of the Adobe Document Cloud package).
cmbtax
Level 3
02-20-2020
07:38 PM
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Thank you for your input!
