Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProConnect Tax
- :
- ProConnect Tax Discussions
- :
- Esignature authentication method
Esignature authentication method
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
LindaC
Level 1
02-26-2023
03:26 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I am trying to send an esignature request to a client - this has been working fine all day. However, for this particular client, it is not allowing me to select the authentication method (knowledge base, access code, etc.) Any reason why this would not be giving me an option? I can continue on all the way through until ready to send, which I haven't done, so I'm not sure why this is not available for this particular client. Thoughts?
Labels
2 Comments 2
George4Tacks
Level 15
02-27-2023
08:11 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Contact Support https://proconnect.intuit.com/support/en-us/help-article/intuit-account-settings/contact-proconnect-...
Here's wishing you many Happy Returns
puravidapto
Level 7
02-27-2023
03:15 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I figured out that authentication method selection is only allowed for returning clients. How to mark a client to be returning client, and whether it is ethical to do so, I do not know. Please read my signature.
--
Click this link to vote. Like many good things in life, we have to fight for them.
Click this link to vote. Like many good things in life, we have to fight for them.
