Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- DOCUSIGN
DOCUSIGN
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
kwinike
Level 3
3 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
2025 Lacerte it is not bringing over client name or emails in the integrated Docusign module. I have had to type them in every time I need to send a Docusign request and it's very time consuming. Is there a fix to this because it's not happening in any other year of the Lacerte - just 2025.
Labels
1 Comment 1
Kathi_at_Intuit
Moderator
2 weeks ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Hi @kwinike Thanks for posting about 2025 Lacerte is not bringing over client name or emails in the integrated Docusign module. If you are still having issues with this, and have not contacted support already, we would connect with Lacerte Support for assistance.
**Say "Thanks" by clicking the thumb icon in a post
**Click "Mark as Best Answer " to mark the post that answers your question.
**Click "Mark as Best Answer " to mark the post that answers your question.
