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    QuickBooks Online is promoting DocuSign. How is this different from eSignature? Why would I need both?

    Rox
    Level 3
     
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    itonewbie
    Level 15

    e-Signature offered with Lacerte is only for signing returns whereas DocuSign for QBO may be used to sign other business documents such as engagement letters, based on my limited understanding.

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    Still an AllStar

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    6 Comments 6
    itonewbie
    Level 15

    e-Signature offered with Lacerte is only for signing returns whereas DocuSign for QBO may be used to sign other business documents such as engagement letters, based on my limited understanding.

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    Still an AllStar
    poolcleaner
    Level 9
    I have seen DocuSign used for selling property when the owner was out of the country.
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    Rox
    Level 3
    I use electronic signatures for many things besides e-file authorization and income tax. I would not like using DocuSign through QBO and also paying OTO for it,.
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    itonewbie
    Level 15
    So long as you have DocuSign subscription via QBO, you should not need to pay separately for e-Signature through PTO since it's ESIGN-compliant.
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    Still an AllStar
    itonewbie
    Level 15
    The only disadvantage is that DocuSign in QBO is not integrated with PTO like e-Signature.
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    Rox
    Level 3
    Since I keep protected pdf files for myself, that would be no problem.
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