I'll share another beef I have with e-signature and it's like to be adios next year.
NO TEMPLATES AND NO OVERLAYS IN DOCUSIGN!
Example --- I want to send an engagement letter to a client. So I add Send engagement letter, the system takes me to DocuSign where I then have to add every field manually for every signing client.
I used to use Right Signature, where I could have a temple, where I select the ENGLTR template, with the fields pre-filled and all I need to do is add the email address and wham - it's sent. 8879s were a breeze but more cumbersome than Intuit e-signature. I would print the 8879s, upload into Right Signature, add the client name and email address and then select an "overlay' that i predefined. example, SELECTING 8878 Married "imported" the correct signature and date fields and I selected, placed then where indicated by the master important document ans I click SEND. It asks if I want kba on or off along with days until experimentation , etc.
Next, Templates. $1900 for e-signature and no templates allowed. Templates are a document pre-filled with signature, date and any other fields that are needing attention. If there are 2 signers, I enter the email address and name of signer 1, then signer 2 and click send.
These are incredible time savers and I've asked to have them, made available, even if I have to pay an extra fee. I called QS and they said talk to Intuit, I've called Intuit and say say talk to DocUsign.
Last vent. When clients have signed and returned their 8879s, I then download them and place them in the appropriate folder. Do you think Intuit could have placed a check box that says "Downloaded" next in the dashboard so I do not have wonder if I have downloaded this client before? Nope!
I have no issue with the integrity of the Lacerte program but frankly the interface is sloppy. How many have a dependent born 06/1758 and the program inserts the year 2048 instead of 1948?
I wish I had $1 for every time I get ERROR ERROR WARNING DANGER WILL ROBINSON YOU WANT TO SENT THIS TO INTUIT AND I DON'T EVEN KNOW WHAT THE ERROR IS!
I love the diagnostics - best I've seen, but every time I run the program it wants to sell me something. Intuit On Line, Intuit Smart Vault, etc.
I'm going to have a nice long talk with the sales manager -- if I don't start getting more for my $8500 (i'm a sole practitioner), I'm done. Frankly, ProSeries, is more polished
