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eSignature DocuSign issues
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Amajane285
Level 3
02-13-2023
06:21 PM
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Has anyone else had major problems with clients unable to sign this year? A lot of our issues are clients unable to get past the first step of typing their basic information in. The screen either says they typed their address wrong, goes to a blank screen or says their information doesn't exist.
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3 Comments 3
pallsevy
Level 3
02-15-2023
08:12 PM
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As I helped an older client last year I discovered that the address needs to match exactly what I have on the tax return. If I have North spelled out it needs to be North. If I have N then it needs to be N. I hope that is true but that is what I found for that client. Now I tell all my clients to use the address I have on the preliminary tax return I send to each client.
Amajane285
Level 3
02-16-2023
01:33 PM
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Thank you, we will focus on this and see if it makes a difference. Looking back at screenshots from one of our 'Fails'. He had entered CT instead of Court.
