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e-signatures

TaxDiva
TaxDiva Posts: 103 ✭✭✭
edited March 22 in Client Portal

Clients are able to sign 8879s if they are a couple have a spouse unless they have separate emails that they log into. It's hard enough to get clients to sign up for canopy & use one email. This would save so much time if they can both sign. When our clients are frustrated it takes time away from the workflow if I have to research & try to resolve the problem when I'm in the middle of something. Intern it frustrates us.

Comments

  • TaxDiva
    TaxDiva Posts: 103 ✭✭✭

    Clients are still frustrated they can't sign the 8879 signature form with both spouse. It's more work for them to print,sign & re-upload a form. Most clients don't use two different emails for them & their spouse/partner

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