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QuickBooks Online is promoting DocuSign. How is this different from eSignature? Why would I need both?

Rox
Level 3
 
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itonewbie
Level 15

e-Signature offered with Lacerte is only for signing returns whereas DocuSign for QBO may be used to sign other business documents such as engagement letters, based on my limited understanding.

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6 Comments 6
itonewbie
Level 15

e-Signature offered with Lacerte is only for signing returns whereas DocuSign for QBO may be used to sign other business documents such as engagement letters, based on my limited understanding.

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Still an AllStar
poolcleaner
Level 9
I have seen DocuSign used for selling property when the owner was out of the country.
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Rox
Level 3
I use electronic signatures for many things besides e-file authorization and income tax. I would not like using DocuSign through QBO and also paying OTO for it,.
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itonewbie
Level 15
So long as you have DocuSign subscription via QBO, you should not need to pay separately for e-Signature through PTO since it's ESIGN-compliant.
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Still an AllStar
itonewbie
Level 15
The only disadvantage is that DocuSign in QBO is not integrated with PTO like e-Signature.
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Still an AllStar
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Rox
Level 3
Since I keep protected pdf files for myself, that would be no problem.
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