E-Signatures

[JennyJ]

Does anyone use E-signatures for their own firm's engagement letters?

We have over 800 clients to send Engagement letters too and we have been shown how to upload our engagement letter as a choice to choose from in E-Signatures=>Engagement letters, however, there are a lot of steps to click on the form where to sign and insert a date, which seems like A LOT of work for 800 clients.  I understand I can do a batch for single filers and will have to do individually for MFJ (that needs 2 signatures) but wishing there was an easier way or a template that we could save in E-signatures to be able to choose from.  We can make a template in DocuSign that there is no way to choose that from Lacerte????  What do the rest of you bigger firms do?

[nac813]

We send 1040 engagement letters with our Lacerte organizers - saves there. All others, this year we starting using Gather through SafeSend for signatures, and so far, that has worked well.