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Level 1
April 16, 2022
Question

E Signature

  • April 16, 2022
  • 1 reply
  • 10 views

Trying to send Esignature to a new Client and getting an error message that says " No valid Homebase records were found for the selected client." This is my second year using this esig product and first time seeing this.

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1 reply

Level 6
April 16, 2022

Are you trying to do an esign for return, or extension? ProSeries is not (yet) supporting esign for extension.