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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
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Knowledge-Based Authentication (KBA)
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TaxMom12
Level 3
09-30-2024
12:26 PM
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Hi All,
I'm experiencing an issue with RightSignature's KBA authentication. I have had several clients enter their correct information and the system is not accepting it. Has anyone else experienced anything similar or have another program that they are using for e-signature and happy with it (outside of Lacerte)?
Thank you for your feedback!
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2 Comments 2
Terry53029
Level 14
10-04-2024
11:22 AM
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I have used "Encyro Secure Messaging" for many years, and is very affordable, and user friendly. My tax program is ProSeries Pro, so I am not familiar with Lacerte
kgreen8393
Level 5
10-04-2024
12:05 PM
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I have had a couple of clients have issues with the RightSignature KBA as well. One of them I assumed was because of a change of name with SSA. However the other entered their address for all addresses during their lifetime and it still would say it wasn't correct. Ended up having them sign a paper E-File Form and return.
