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Docusign Client Questions

Rogera
Level 1

I have done 4 2025 individual tax returns and two of my clients are having problems with Docusign accepting their answers which they say are very easy.  I have resent the Docusign email to them but still not being accepted to the point that one of my clients after 3 tries was told by Docusign that her name could not be found.  We ended up mailing her return.  Frustrating!!  Is there a workaround to the Docusign e-signature process to be able to e-file?  I am a Pro Series Basic user.

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1 Comment 1
sjrcpa
Level 15

Give the client the tax return and efile documents outside of Docusign.

Have them sign and return the forms to you.

Then efile.


The more I know the more I don’t know.