I'm using esignature for the first time.
Thus far, both clients have not easily seen the esig email. It goes to Junk and isn't readily apparent. So I have to tell clients to look for them which costs me time.
My old method was to use Adobe with the request signature feature. I might return to that system.
I like the dashboard. It is simple and clearly shows the current status.
10 minutes after posting: My client writes "I am unsure where my wife should sign on the document. I did not see an area, usually highlighted and easily visible, for her to sign." so now I am embarrassed and am even more tempted to return to my previous system.
10 minutes after my edit: My client says his spouse can't find it. And esignature is stalled and can't send another email. So I have to call support. aaarrggghhh
I have a Joint return client. First taxpayer (him) has signed and it shows in eSig dashboard. However, his spouse claims that she hasn't received an email asking her to sign. I tried to send a reminder, but it appears it only goes to him.
How can I get an e-signature from just the spouse?