tammi-finclarity
Level 1
03-08-2023
05:23 PM
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Through ProConnect e-signature
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itonewbie
Level 15
03-08-2023
06:29 PM
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Not through DocuSign but there are other ways to e-sign with KBA.
The document in the link below was prepared by Verifyle based on advice they received from attorneys. Their client portal has been around for a couple years and they have partnerships with various CPA/EA organizations.
https://verifyle.com/Verifyle_8878-8879_compliance.pdf
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Still an AllStar
Still an AllStar