Any one else having issues with Docusign today? Proseries seems to calculated the returns and show the output but when the normal screen for the transfer information comes up its a blank white screen???
Yes I updated internet explorer while I waited for technical support to call me back. The first time I tried using docusign after that it worked, but then it went back to the white screen of death. I had to log in to docusign on the web to download the signed forms. I may call technical back because the person I talked to thinks the update to IE fixed the problem.
I had to set up a login. Go here: https://account.docusign.com/#/username
enter your email and a new password (I actually used a password different from Proseries for this)
When I did this and logged in, my documents were already all in there.
Hope this helps as a temporary workaround.
Through another post, they said to try to refresh the updates in ProSeries. It's in the file structure - Update - refresh updates - refresh updates for installed products. I ran this and it worked for me. I was able to transmit a couple that I finished this am. Worth a try.
I spent an hour or so on the phone with technical support a couple of days ago and the Tech came to the conclusion that my anti-virus program is interfering with the docusign functionality. She sent me some instructions which were supposed to help me turn off the real-time scanning, however, the instructions were so general and not remotely addressed to my security suite that they were pretty close to useless for me. Also, I'm not crazy about turning off real-time scanning of incoming traffic because of the malicious cyber-world in which we live! I discovered that I can click through the whole docusign process inside of Proseries (even though the dashboard is blank) and get the e-signature requests sent off by simply clicking the blue "next" button until I get through the "sent" screen. So, no you don't actually see what you're sending, but it has worked on the last ones I've sent out. Then I login to docusign directly on the web in order to download the signed docs. Wish there was an actual fix for this.
This is an ever recurring problem with the Intuit / Docusign API
Just sign into Docusign.com with your Proseries credentials and click NEW ...Send an Envelope.
- Upload the 8879 and draft tax return
- Under "Add Recipients.... More...Add access Authenication from the drop down select ..Knowledge Based$...
Follow the prompts
We pay a lot of money for these programs and when they don't work it is terribly aggravating! I have tried everything and still get the blank screen. I shouldn't have to sign into Docusign account and upload the draft copies when I paid to have it work correctly.
Any word on when they will fix this glitch?
I agree. Since last Thursday this has been a problem. Sometimes it works, sometimes it doesn't. Therefore, I don't think it is anything we can "tweet" our computers to fix anymore. There is clearly some issue in transmission between ProSeries and Docusign as that is the screen that goes blank or gets the url error. It is very frustrating promising a client transmission of a return this way and that I have to keeping trying multiple times to keep that promise especially in light of the social distancing we are all trying to practice. I would much rather be doing taxes than spending the time trying to transmit them!
Just deleted all cookies, history, password, etc... in internet explore.
Click on the gear icon, in internet explorer, then "internet options". Under the general tab there is a button under the Browsing history section named "delete". Click that and check all the boxes, then click the next delete button.
I am sure you just have to delete the cookies and history but I deleted everything... then it worked for me.
During my hour of tech support (talked about in an earlier post) clearing history and cookies was one of the strategies I tried, all to no avail! Still not working! I would love to get some actual work done instead of all this troubleshooting.
EXTREMELY FRUSTRATING...One thing I have noticed in all this troubleshooting is when you finish a return and are ready to transmit to Docusign, first close ProSeries and then open again and before you do anything else go to EF Homebase and attempt the Request. This has worked for me a couple of times...I have been saving three or four returns before attempting just to limit my frustration! It seems if you get one to go you can do more right after...
On my end, it appears to be fixed!
I received a Proseries update on Friday, March 20th and have since completed 2 DocuSigns with no problem. Everyone update the software to see if that corrects the problem and best of luck.
It was a trying 7-8 days with no DocuSign and most clients wanting to sign remotely.
It was working fine after Friday's update but then started getting the blank screen again on Saturday. I read that someone else said to clear their internet browsing history, including cookies, and so I did that and restarted my computer and then it worked.
So I think the key is to clear your browsing history and restart your computer.
At least that worked for me this time. We will see....
Back to not working again! Frustrating.
It has been on again and off again all week. Got a Proseries update this a.m. hoping that it would be fixed and getting "URI error" again. Closed and opened Proseries, deleted cookies etc., homebased cleanup and nothing. Stuck in the mudd again for all the "shelter in place" clients I have that are expecting a refund and no way to get signatures other than the old fashioned USPS way.
Things were working great up to about March 12th and then an implosion.
There seems to be no rhyme or reason to this error. I got it again last night and numerous attempts of updating Proseries, deleting cookies and history and restarting and it still didn't work and then all of a sudden it was working again. Grrrrrrrrrrrr!!!!!
Deleting the browsing history doesn't seem to work anymore. It may have just been a coincidence. I kept getting the blank screen and error and finally called Intuit support and she had me reinstall the entire program again. That seemed to fix it for awhile but then it went back to doing that again. I have had to refresh updates and restart my computer to get it to work, but it doesn't work each time. This is really baffling and I am extremely disappointed that neither Docusign or ProSeries have issued any sort of information about this. With all of the money we spend on these tax programs you would think they would have fixed this issue by now, given us some guidance or at least let us know they are working on it. With all of the stress we are under trying to help our clients through this rough time and navigating the CARES Act, etc. and still trying to get tax returns done it really feels like Intuit isn't supporting us.
I agree with all of you. Have had all of the issues (blank screen, url error, can't process at this time, can't refresh the dashboard) and due to the social distancing thought that Docusign was going to be a great alternative. It has done nothing but add to the time it takes to finish a return. I intend to have a serious conversation with ProSeries as soon as tax season is over. I don't want to call now and take the place of someone that they may be able to help for other issues but for the money spent on the program and the Docusign charge this should be solved by now or at least an alert acknowledging that there is an issue...The process was working perfectly until three weeks ago when I started this thread. Our clients need us for more important things right now! Not deleting browsing history (BTW I don't use IE for browsing anyway), installing updates that take 15 minutes each time, open and closing the program etc) each time I want to send a Esignature request. The silence on this issue from Intuit is probably most frustrating. They just might have lost a customer that has been using ProSeries since 2007...
I agree 100% with you! If you find another tax program you like, please share as I will be searching for another too after this year's fiasco. I am also a long time user of all Intuit products but feel it might be time to look for a better software program.
Make that 3 firms bailing! I also have been a customer since 2007 and have used DocuSign integration with ProSeries for maybe 5 years now and this year the integration started out great until about March 11th or 12th when things went haywire. I have received some suggestions from perhaps an Intuit engineer in the background responding to the threads, however the work around (print the PDF of e-file form and sign into and upload into DocuSign and establish markers where the client is to sign, etc.) I find to be unacceptable as I am a sole practitioner doing over 500 returns this time of year and efficiency and time management is critical. So to do these extra steps that are over and above how it was to use DocuSign for tax year 2018 and prior does not work for me.
I'll bet that'll be four firms bailing - and we've been Proseries customers since before Intuit owned it - make that 30+ years. I hate to say it, but they screwed the pooch on this one. If you think about all this is going to cost them in lost customers, they could have hired tech support that knew how to fix the problem many times over. Sorry, Intuit.
Everyone needs to look at this issue - it has been going on since early March - and it is still not fixed! It has been reported over and over again. I was told yesterday that I am on some kind of email list that I will be told when the fix has been made.
Has anyone else been told this? How else are we supposed to get returns signed when we cannot meet with our clients due to the virus?
As usual, ProSeries (Intuit) doesn't think this is a serious enough problem to address immediately! They are too busy with their TurboTax business!
I spent 2.5 hours on the phone yesterday with tech support with no solution. I too was told I would eventually get an email when the problem was resolved--and that I should just keep trying because the white screen problem was intermittent . Very frustrated!
I have used DocuSign for TY 2018 two times in the past 7 days and it works flawlessly as it did all of 2019. In fact, TY 2018 and prior tax years have always worked just fine as I have been using it for about 5 tax seasons now.
This new DocuSign integration for TY 2019 was working fine up to around March 12/13th when there was a ProSeries update that put it into a tail spin crashing to earth!
You just used the key words - "was working fine up to around March 12/13th". I'm sure the problem was reported then, and yet, here we are on April 29th still with no solution! This is absolutely unacceptable! How much did we all pay for this software? If you can call it software?
Today--April30--after two days of being dead in the water--voila!! I processed in quick session six DocuSigns without a hitch. Sweet as could be!! I will be very curious to see what happens the next time I try, but so far so good today! Stay safe. ya'll...
When I called in to Tech Support on April 17, 2020 I too was told I have been put on an email list regarding this issue, but as of this writing I have not received any communication via email. It seemed from the agent that I would be receiving an immediate email on this issue. Perhaps no update.
I had the same experience with a FAM problem not exporting from QB into PS. I reported the problem in early February 6 times. I was told I would be notified by email. The problem all of a sudden was fixed on April 1st - no email - no phone call - no nothing! Meanwhile, I had to enter thousands of fixed assets manually into the tax program that had previously just been exported out of QB into PS. I wish I could get some explanation for that and for this issue. I am fully convinced that Intuit is more involved in their TurboTax business and the new cloud-based programs. They could care less about the professional community.
This has got to be the #1 problem. Look at all of the posts on this topic since early March. And still no solution! Typical of Intuit! No solutions, no communication, no care for their customers! Ignore the problem until it goes away! Well guess what? Your problems are going away. We are all leaving to find new software providers.
Spoke with Intuit yesterday. They tell me that the white screen is actually a browser window - Internet Explorer to be exact. Microsoft stopped supporting everything except IE 11 in February - just before this whole thing broke. I think that's too much coincidence for that not to be a causal factor, especially when you consider that several of their 'fixes' involve clearing out browser history and the cache, etc. Anybody know more about this topic than I do?
HERE’S A REPLY I GOT FROM TRYING TO REPORT THIS DIRECTLY TO DOCUSIGN!
This is from DocuSign Customer Support. We truly understand but did you already reach out to Intuit ProSeries and Lacerte with the issue you are experiencing right now on why you can't send documents?