Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

e signatures on engagement letter - ProSeries

Highlighted
Level 2

Has anybody found the instructions on how to set up e signatures on engagement letters and others forms and documents? 

Thank you in advance

Labels (1)
0 Cheers
3 Replies 3
Highlighted
Level 2

I have been on the phone for over 2 hours now and talking with tier 2 and they have never ever heard of this - UGH!!!

UPDATE - this feature is being worked on but it is not available yet. Need to hold off sending out engagement letters!!! 

0 Cheers
Highlighted
Level 1

I've been calling asking the same thing and support is no help.  They keep telling me the letter is there, which I know but it's not E-signature ready!  And I'm concerned about signatures being obtained on consent form prior to return preparation, as per regulations and revenue procedures for complying with Internal Revenue Code Section (IRC §) 7216?  E-Signature only lets you request a signature AFTER the return is complete and error-free.  It's just all off to me.

 

Lacerte appears to have 7216 Consent Forms that can be sent to the client but ProSeries does not, which is another beef I have! 

Highlighted
Level 4

last year I had to go to docusign to get them set up and then sent from there. I was going to check this out for this year as I am adding additional forms for due diligence. Hope this is not going to be a headache since we have a large client base UGH!!

If they are going to promote this you would think they would have better support for it.

Michele