CornerstoneCPA wrote:No. I have started using DocuSign with KBA for this purpose. Your tax software might offer it for a comparable fee, but I like how I can do it through SmartVault and the signed doc will be returned to same folder originally uploaded. Makes it easy to retrieve, and resides in SmartVault until I delete it. Very easy to set up KBA; I might use UT's esigs at some point, but right now prefer DocuSign w/ KBA. I might also just prefer to pay DocuSign vs. TR.
ManVsTax wrote:
How much do you pay for DocuSign with KBA e-signature if you don't mind me asking?
CornerstoneCPA wrote:I am also thinking of doing away with client organizers and just putting the critical information I care about on a form I would include in the DocuSign package. If it is all in a single package, a client cannot return only part of what I request, which is one key driver for this idea.
ManVsTax wrote:Thank you. RightSignature KBA with ShareFile integration totals $258/month minimum.
ManVsTax wrote:I like your idea in another thread about trying to find a way to allow clients to complete organizers online. Right now organizers are optional for my clients but highly recommended.
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Problem is I can't think of a way to migrate 8 pages of questions into a "survey" format in a time efficient manner. Too many other Nov / Dec projects and upgrades are already waiting for me...
CornerstoneCPA wrote:I think I can achieve everything I need with ShareFile and DocuSign templates, and love that I can create DocuSign envelopes from ShareFile, and then the completed envelopes are returned right back to ShareFile. Very easy and convenient.
ManVsTax wrote:CornerstoneCPA wrote:I think I can achieve everything I need with ShareFile and DocuSign templates, and love that I can create DocuSign envelopes from ShareFile, and then the completed envelopes are returned right back to ShareFile. Very easy and convenient.
Do you mean SmartVault here? I wasn't aware DocuSign integrated with ShareFile.
CornerstoneCPA wrote:I do NOT plan to be using KBA for this, since it is not required for standard engagements and organizers.
makbo wrote:UT offers non-KBA signing for engagement letters and consent (Sec 7216) forms for $1 per bundle.
CornerstoneCPA wrote:My intention is simple: force clients to complete what I DO want, at same time they complete the engagement letter. They cannot just filter one form to me without sending the others.
ManVsTax wrote:Thanks Cornerstone. I plan to investigate DocuSign further in November as one of my major upgrades. I need KBA for efile authorizations and like the idea of it for engagement letters too.
CornerstoneCPA wrote:While we're still somewhat on this subject, I know the IRS accepts a printed name as an ERO's signature on Form 8879. But, the date field is left blank by software.
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