KBA Signature Integration with Online Meetings

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#1
Posts:
2652
Joined:
24-Jan-2019 2:16pm
Location:
North Shore, Oahu
Does anyone do it?

I have RightSignature, specifically, and I don't see any documentation on how it could be done. :(

It would be nice, toward the end of an "online review of the tax return meeting", to have a convenient option to sign, rather than a separate link via email..... "here, just sign here and I will e-file".
 

#2
Posts:
1212
Joined:
3-Sep-2021 4:01pm
Location:
OH
Technically the rule is if they're not signing in person they need KBA's.
 


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