NewCPA22

Hi!

My idea is regarding the e-signature. Please add a feature to turn off an email notification going to client when the e-signature request is being voided. It didn't exist in Lacerte 2020. It would be helpful if only a practitioner is notified of the voided request and not the client. This is to avoid causing client's confusion or unnecessary alarm when any changes need to be made to the e-signature request already sent (include additional documents, edit client's e-mail address etc.) 

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Status: Open for voting
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Comments
Returning Member

we would love to have this changed too. thanks for bringing this up.👍

Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Level 2

I would like them to also stop charging again for e-signature when it is voided and re-sent