Best processes for eSignatures
Posted: 3-Feb-2021 12:29pm
My firm has 4 partners, 6 staff accountants and 2 administrators. We are just starting to use e-signature in Lacerte for the very first time and I'm trying to figure out how the process will work. I appreciate any recommendations you can provide and any answers to the questions below. Thanks!
In your firm:
- do admin staff or tax preparers / partners trigger the client signature request?
- do you require 1040 client to pay over phone before you e-file them the return?
- do you require 1040 client pay before you send signature request / digital copy of tax return?
Obviously collecting payment is a concern. How do others address this issue?
In your firm:
- do admin staff or tax preparers / partners trigger the client signature request?
- do you require 1040 client to pay over phone before you e-file them the return?
- do you require 1040 client pay before you send signature request / digital copy of tax return?
Obviously collecting payment is a concern. How do others address this issue?