GeoffSFC
Level 1

I have been using the lacerte eSignature service with a fair amount of small issues in 2019 so far, but i have come across what seems like a ridiculous feature in the system: eSignature requests are sent to the "Spouse" for signature before then being sent to the "Taxpayer" after the spouse has completed their signing. Needless to say, this seems backwards to the order you would expect the system to operate. Particuarly since the "taxpayer" cannot even view the documents until the spouse has completely finished signing. 

 

Does anyone know a way to change this? Lacerte seems very light on options for eSignature settings, and i could not find anywhere where this can be changed. 

Any opinions are welcomed

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