E-Signature Overall

[Nicole S 31]

Being able to send files to a client through the E-Signature dashboard has many features which would make it more efficient to use for the full range of Tax Preparation needs. 

1. The ability to send documents to clients should have nothing to do with their tax-filing readiness. Currently, you cannot send documents to clients who have already had their taxes filed, or if there are errors in their return. (Yes, there are some ways around sending documents if there are errors in the return, but this is a time consuming process and makes the client falsely appear ready to E-File). Since I can send any necessary PDF through the service, I would like to be able to send Powers of Attorney or Form 8821s to clients regardless of their tax filing status. 

2. Multiple CPAs should be able to electronically sign a document before it is sent to a client to sign. Currently, for engagement letters, Form 8879s, and Powers of Attorney my firm has been creating a file in ProSeries for a client, then printing a version of that file to sign with pen, then scanning the signed copy which can then be sent to the client. This process is daunting and takes both the tax preparers and admin team a significant amount of time. Docusign already allows multiple signers to be sent a document in order to consecutively view and sign - and the E-Signature dashboard is run through Docusign. Please allow for multiple CPAs to be able to sign a document before it is sent to clients! (Powers of Attorney can have more than one CPA authorized, thus the need for multiple signatures.)

3. The E-Signature dashboard should have a button which allows me to pick a client from my list to send a document. Related to point 1, if tax-readiness was not required for sending documents I wouldn't have to open the client's file in order to send them a document. A button to "request signatures" could open a list of clients, from there I could select from "frequent forms" (it would be extra awesome if this frequent forms was customizable) or select from the form lookup box. 

3b. It would also be very helpful if I could send a specific page from a client's tax file. For example: I could fill out the required form in the client's file, then request that specific and already filled out form be signed. (from both the drop-down E-Signature dashboard, or from the aforementioned button). 

4. Be able to multi-send forms to clients. Forms like the engagement letter which need to be sent out enmasse should be able to be prepared in advance then multiple clients can be selected to receive their copy of the form. Names can be auto-populated from a list and linked to specific emails. Email marketing campaigns do this, why can't we? 

Many of these features were things my firm was under the impression were already possible when we switched from a different E-Signature service, we haven't been particularly happy with the product. It is clunky and difficult to use. There are some useful features and we appreciate the integration with other intuit services, but as the world becomes more digital so should our ability to prepare taxes securely. 

[IntuitGabi]

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