Re: E-filed returns through Lacerte using DocuSign

Streamlining

It would be very helpful if, when filing a company, that after the return is signed via DocuSign, that it lists the Company Name instead of the signers name in the listing as some clients sign multiple returns.

Karl

You could put an idea post in the Lacerte Tax Idea Exchange. Provide a link in reply to this post and I'll upvote it.

Not to be a naysayer, but I wouldn't hold out hope for this. Since they integrate with DocuSign, those emails from from a DocuSign domain, not an Intuit one. DocuSign's emphasis would be on WHO signed, not WHAT was signed.

We personally rely more on the "eSignature Dashboard" tab (making sure to hit the "refresh" button).

But I have a pretty small practice, only ~130 clients, so that might be easier for me than it is for others.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*