We have templates set up when we use eSignatures in Lacerte, but the templates have changed over the tax season, and some are updated based on the client. I would like to be able to view the email that the client received so I can verify which template or custom info they received in an email.
Another option could be to print or be able to CC or BCC a preparer's email address for a copy of the email that is being sent to the client for esignature. Currently there is no way to verify what was actual sent so if I tell a client something specific to that client in the email, I have no record of that interaction.
