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When clients get a green checkmark when uploading in link yet it says "We've uploaded documents successfully, but couldn't match them correctly," what does that...
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When logging in to ProConnect the verification process uses a cell. This is for e-signature and uploading documents, not e-filing the return.
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For verification purposes I do think it matters, right?? I am trying to edit the number. When I go to put the correct mobile # in it won't let me choose what ty...
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I'm trying to change the mobile phone in the client tab for a business return client. The place to put a phone number says "Work," and I'm unable to toggle it t...
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Hi again!Did you ever figure out how to log in to DocuSign to see e-signature requests? There are 5 "users" in our office and only 3 of us can log in to DocuSig...
