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Does the client have to fill out their info and answer questions to be able to e sign the esignature page when sent through porSeries?

RMWalter
Level 1
what does the email look like that is sent to my client for esignature requests?
0 Cheers
1 Comment 1
Skylane
Level 11
Level 11

Set up a test return and send signature requests to yourself. If you use Intuit link it’s helpful to do the same

If at first you don’t succeed…..find a workaround