msindc1
Level 5
‎03-10-2025 03:27 PM

Friends, I have been (mis?)using e-Sign as a tool to send draft returns to clients for review.  But it seems like there should be a better way of doing it.  What if the client will not be e-signing, for instance.  Or I could log into Link and act as client to upload the draft return and then notify the client, but that, too, seems cumbersome.  I could create a PDF and email it, but that doesn't thrill me.  Is there any better way of doing it?

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Karl
Level 8
Level 8
‎03-10-2025 08:16 PM

Definitely don't email it, even with a password, that doesn't meet IRS Security requirements.

Do you have a portal for clients to upload to? I use TaxDome and used to use SmartVault. Clients upload to it, and I can generate a PDF of the returns into the portal for them to use a little smother and easier than reviewing in DocuSign.

I don't use Link, so I don't know its capabilities.

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