Rox
Level 3
12-16-2019
01:05 PM
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Best Answer Click here
itonewbie
Level 15
12-16-2019
01:06 PM
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e-Signature offered with Lacerte is only for signing returns whereas DocuSign for QBO may be used to sign other business documents such as engagement letters, based on my limited understanding.
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poolcleaner
Level 9
12-16-2019
01:06 PM
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I have seen DocuSign used for selling property when the owner was out of the country.
Rox
Level 3
12-16-2019
01:06 PM
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I use electronic signatures for many things besides e-file authorization and income tax. I would not like using DocuSign through QBO and also paying OTO for it,.
itonewbie
Level 15
12-16-2019
01:06 PM
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So long as you have DocuSign subscription via QBO, you should not need to pay separately for e-Signature through PTO since it's ESIGN-compliant.
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itonewbie
Level 15
12-16-2019
01:06 PM
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The only disadvantage is that DocuSign in QBO is not integrated with PTO like e-Signature.
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Rox
Level 3
12-16-2019
01:06 PM
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Since I keep protected pdf files for myself, that would be no problem.