When a client receives an email from me for an eSignature request through ProConnect, it appears as if it's coming from my personal email, not my business email. I've changed my email address in my Intuit account, but that hasn't solved the issue. Does anyone have any ideas how to fix this?
Lower left is your name and Settings
Preparer information = What e-mail address is there?
Manage your account - Sign in & Security = What e-mail address is there?
Thanks for reaching out!
Preparer information has (and always has been) my work email address.
Sign in and Security has my work email address, however when I first set up my account it had my personal email address. I think that's why the issue happened. But even after I updated my email to the work address, eSignatures are still coming from my personal email address. Not sure if the system just takes a couple months to update, or if I have to manually make a change/contact support.
Thanks for any guidance!
With Intuit, I find that certain things need to be updated on the backbend by Intuit. Suggest you contact Support and explain your situation. Wouldn't be surprised if they push back but you should insist they escalate this for rectification.
I have the same issue.
Any resolution found?
Nope! Let me know if you find a solution. Intuit support has been less than helpful on this issue.
I went to the Docusign website by logging in with the email address that I didn't want requests going to. Then, I was able to update the Docusign account with the correct address. I just did this, so I'm not sure if I will now be notified correctly or not.
I noticed that the prior list of signatures inside the Docusign portal disappeared after updating with my new email address. However, inside Pro-Connect, the signed forms are still available.
Update #1: 30 min later, I see that with the new email login, the prior list of Docusign requests are all listed inside the Docusign account again!
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