Submitted by Bob467 on 05-06-2021 09:49 AM
Hopefully other users will add to this list. I have processed close to 100 returns with eSignature this year (about 20 last year). If this is truly the wave of the future there are a number of process issues that need changing over paper returns.
1.- Dashboard needs to be much more flexible in terms of sorting. It needs to be able to sort by last name, not first name. Also filtering capabilities would be nice.
2.- There needs to be a way to delete voided returns.
3.- We need the flexibility to designate who receives the invoice for payment. Currently it only goes to the taxpayer. We need to have T/S/J options.
4.- The dashboard needs to sort by the last signature date, not necessarily the last entry date of DocuSign. Many times a client will login after signing to retrieve a copy, or DocuSign sends a envelope history report out. This pushes the client to the top of the Last Activity date.
5.- I need a way to quickly see who has signed. Currently I am manually keeping track of this and also logging into my DocuSign account. In the account I get a sorted signing date.
6.- With multiple preparers sending out DocuSign requests the status emails from DocuSign go to various preparers in the firm. We eliminated that by designating a specific workstation and user login so that all DocuSign requests go to one preparer.
7.- Items to print. The items to print needs enhancing for electronically delivered returns. If you think about, "items to print", is for paper-based returns. We need a whole new system for electronically delivered returns. My work around is one workstation is dedicated to generating electronically generated returns/DocuSign. I have been able to tweak what "prints".
8.-Client Letters. Should be more sections devoted to electronic delivery/payments. I have a number of standard letters that I have had to copy and re-work for DocuSign. I have to take out the references to "sign and return the e-file forms to us". That type of stuff.
If Lacerte wants to really push the DocuSign they need to really design a system around it instead of just adding on things. Major work? yes, but that is the future of our industry.
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