Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Client unable to sign

Laura49
Level 3

I have had 6 clients fail to authenticate on e-signature on 2025 tax returns.  Some are first time taxpayers like my granddaughter while others are clients I have done for years and have always used e-signature.  I think I will skip buying signatures from Intuit next year since so many won't work and Intuit is using some authentication system that makes up silly questions that don't even apply to the taxpayers.  I think I am better off just using DocuSign directly.

Laura [removed]

5 Comments 5
Laura49
Level 3

Why was my post modified?

0 Cheers
IntuitKatie
Moderator
Moderator

@Laura49 Thanks for being here on the Community! I can see your last name was removed. That is considered PII and something like that is taken out of posts.

0 Cheers
Laura49
Level 3

My problem has not been solved.  

I checked with DocuSign support and they said Intuit requires an authentication process that not every tax client can use because they are either new taxpayers, have changed their name due to marriage or divorce or in one case because my client changed jobs.  

I have many more then 6 now that have failed authentication because the questions they are asked are not relevant to them as a person or taxpayer.  The Intuit - DocuSign association is just not working that great this year.  I feel like it was a waste of money for me.

Laura

0 Cheers
Skylane
Level 12
Level 12

@Laura49 i draw the line at paying and passing along fees for clients signatures… I’ve never lost a client because they have to sign and return the 8879. IMO, it’s just not worth the cost or aggravation.    

If at first you don’t succeed…..find a workaround
0 Cheers
jtaylor1
Level 2

It is a lot easier to use E signature vs having the client have to print and sign something but we have had more issues this year than any other year since we started using this.  Clients who have never had trouble before are having issues this year.  And we have some clients have trouble with 1 spouse never getting past the initial name page.  It has been a challenging year with it.  Will check out Safesend next yaer before recommitting to Esignature

 

0 Cheers