Rogera
Level 1
Thursday
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I have done 4 2025 individual tax returns and two of my clients are having problems with Docusign accepting their answers which they say are very easy. I have resent the Docusign email to them but still not being accepted to the point that one of my clients after 3 tries was told by Docusign that her name could not be found. We ended up mailing her return. Frustrating!! Is there a workaround to the Docusign e-signature process to be able to e-file? I am a Pro Series Basic user.
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sjrcpa
Level 15
Thursday
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Give the client the tax return and efile documents outside of Docusign.
Have them sign and return the forms to you.
Then efile.
The more I know the more I don’t know.
