Esignature Management
Developing the firm side option to manage documents being sent for esignature. For example, James Smith's tax return is sent to John Doe by mistake; having the option to delete that request so that James Smith's personal information is not being disseminated to the incorrect party. Mistakes do happen.
Comments: 1
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20 Feb, '20
Tessa LedfordBeing able to customize to who gets the signed esigs back once signed would be very helpful as well. A lot of times the CPA is not going to manage this process to be able to change it as needed or allow 2 people to receive the notification that it has been signed would be a huge time saver.