kdaglobal
Level 3

Agreed - correcting this basic item is completely a non-existent priority for them considering the age of this thread + the number of responses.

I tried PS e-Signature but didn't like the functionality, the way it confused clients and the "use it or lose it" buy feature since envelopes expire at the end of every year.

I used DocuSign integrated with SmartVault for a few years but found it expensive (even without having to pay monthly licensing fees since apparently that is a benefit of SV) and regularly had clients of all ages struggle with the challenge questions, particularly the college kids who didn't have a credit history.  Then they would have to wet sign anyway and reload to the portal - which was painful and would delay the process.

This season I switched to Encyro and though it is not integrated directly with PS or SV, it has made a WORLD of difference. MUCH less expensive--particularly on the KBAs--no "use it or lose it", verification by text, and clients are not struggling with it. I digitally sign it as well.  It's a small learning curve, but very very worth it for the cost savings and removing friction in the signature process with clients.

0 Cheers