@PhoebeRoberts @SJCPA650 

Thanks for your feedback.  I did not see the Authentication for minors coming, but that's a good thing to think about. 

So what happens if they fail authentication?  Does the document go to a fail state and then you have to void the Envelope and do paper?  Do you get a credit for the Envelope?

I spent an hour on the phone yesterday with Docusign support on the particular scenario. We did some basic testing and it appears that if:

1 - The Email does NOT have a Docusign account that one can send to both the TaxPayer and Spouse and Docusign will be able to cleanly manage both signatures. The user should NOT, prior to Finishing, accept the offer to save the document in an account, but may print using the button in the upper right corner.

2 - The Email does have a Docusign account, then both Emails for signature will include text related to the name for which the user account is configured. In this case, the documents may still be signed, however the user who is NOT the account holder will need to select the Adopt New link in the My Signatures and Initials dialog box and then should be able to select or add their signature. The follow-up confirmation emails with the signed document will also both refer to the account holder.

It's important to be clear that as Lacerte has stopped processing E-Signatures against 2019 (my test data) and that we tested from within the Docusign portal. We did NOT use authentication, so there may be other processing issues not seen. however I expect that the Lacerte processing would be no better, maybe worse than this.

I have dumb user fear that they will have issues, not be able to figure out the signatures correctly and then call the office for help.  Not sure I want to risk that this season as we are introducing a lot of new processes and have less staff.  Paper might be easier.

Just emailed packages today so I got numbers.  About 30% are in the 1 email group and another 10% in the dependent\child\minor group. 

Any comments on using E-Signature with other Tax Types?