Annette1
Level 2

Proseries is the admin on my DocuSign account and is using the WRONG company name on every e-signature i send out.  I thought this was corrected back in 2020, but a client just told me in Oct, 2021 that he was concerned about opening the tax return for review because he didn't recognize the name!  Apparently, it was never corrected.  

DocuSign tells me I should be able to change the name if I am admin, but I don't have access.  Proseries says it is a DocuSign issue.  Has anyone experienced this? 

My proseries renews in Nov, 2021, and I'm thinking of leaving for ATX which I have heard is good.  I cannot continue with Proseries sending e-signs with the wrong company name.  It makes me appear incompetent and unprofessional.  I don't know what else to do....  Has anyone had any luck changing their company name with proseries e-signature? 

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