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When we (the client and us) get the completed docusign notification back email the Subject line and in the body reads: "Completed: Action needed by (Name of Cli...
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We had a few instances when in a grantor 2g e-file form being docusigned , docusign pulled in the Form 2 M-8453F form and not the Grantor 2G M-8453F form . We h...
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I posed this question to Lacerte rep today and although I understand the secure "credit check" is from a third party it should match what the IRS allows for the...
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I posed this question to Lacerte customer service a couple of times (as of today 5-6-25) Is there a way to add a title field to the e-signature line for a Fiduc...
