Can I change the email address shown in the e-signature emails I send to clients?

[lihe0402]

When I first sign-up for pro connect and purchase e-signatures, I used my personal email address. Now I have my business email address updated everywhere(account settings, contacts, etc.), but the emails generated still show my personal address and caused some confusion for my clients. I contacted customer service two times, and the associates were trying to be helpful but unfortunately, neither can solve the problem.

[George4Tacks]

If support can not help, that means the information must be changed on your EFIN and you need to contact IRS https://www.irs.gov/tax-professionals/how-to-maintain-monitor-and-protect-your-efin

When done you will need to submit EFIN to intuit AGAIN. https://proconnect.intuit.com/support/en-us/help-article/account-management/register-efin-proconnect...

EDIT - I stand corrected by Phoebe, who knows way more than me. Ignore my post above.

I assumed you clicked the Settings "gear" in the lower left and made the change there Preparer Information

[PhoebeRoberts]

Email address isn't tied to your EFIN.

[George4Tacks]

New guess!  - https://proconnect.intuit.com/support/en-us/help-article/accounting-bookkeeping/managing-intuit-acco...

change your e-mail there. 

It really sucks when support doesn't know how to do such a mundane function.

[lihe0402]

Thank you for the info. I updated everything I can but nothing works. It should be an internal thing between Intuit and Docusign and probably something their integration teams need to work on.

[johnpaulesimon]

I am having the same issue as well.  Has there been a solution to this?  It still shows my personal email and I need to reflect my business email.  Even when signing into Docusign, I cannot edit the email address..

Any help will be appreciated.

[lihe0402]

Unfortunately, no. I'm still having this issue.

[tnslifka]

Just adding into the discussion that I'm having this problem as well. Asking the automated support in ProConnect literally guides you to this thread to solve the problem, where there is no solution listed. It's getting obnoxious to deal with as clients are responding to the esign requests and it's going to my personal email, which is in no way tied to my Intuit or Docusign accounts anymore.

[George4Tacks]

Although all roads seem to lead to this site, recognize that responses here are almost always NOT FROM PROCONNECT EMPLOYEES. We are other users making an attempt to save you the hassle of actually contacting support.

https://accountants.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect...

[tnslifka]

Oh, I'm aware of that. That's kind of my point. It's ridiculous that I try to get help and ProConnect themselves can't actually help me. Their whole "We found an answer here" link takes everyone to a thread where we're all saying we don't know how to fix it.

[George4Tacks]

Since you were so polite, I will try one more guess.

Use the gear thingy in the upper left and change the e-mail address of the preparer.

If this works, mark the thread solved.

If it does not work,  contact support https://accountants.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect... and post the solution here to save others aggravation.