steven
Level 5

We are looking to use E-Signatures this tax season.

I have a number of MFJ clients with only a single email address.  Some are "Family" emails, others the only ones on file, some may be work addresses.

I am unclear how or if Docusign can handle these clients. As the Docusign UserID is an email, I expect the account will only represent one of the two clients.

Similarly, for tax paying dependents for which Mom or Dad is the person doing their taxes, I assume I will have a similar but different issue. Currently the email for these dependents is the parent (so we know who to call).

I am looking to for any info on how to populate and manage data elements to best support E_Signatures.

Between the 2 of these, this is about 25% of our clients.

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