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Signature Pad for Lacerte?

98010
Level 1

I see that the ProSeries software is set up to utilize a signature pad to collect client signatures. Is this also integrated into Lacerte? For contactless signatures when the client is at the office? The only information I can find under Lacerte relates to the eSignature product that is used when emailing forms to clients.

Thanks.

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itonewbie
Level 15

Can't seem to find any announcement about similar features for Lacerte.  Everything points to this being available only in PS.

You'd think that if they have any plan to also offer this in Lacerte that they would publish articles in accounting journals and everywhere else but I hear only crickets.  I think you're out of luck (at least for now).

https://proconnect.intuit.com/taxprocenter/proconnect/intuit-proconnect-expands-partnership-ecosyste...

https://www.accountingweb.com/technology/accounting-software-news/more-integrated-abilities-coming-f...

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Still an AllStar
sjrcpa
Level 15

I wonder how many people use this. To me, if the client is in the office, they get handed the paper and a (disinfected) pen.


ex-AllStar