KBA e-signature

Looking for the KBA compliant e-signature option. Please recommend something that is reasonably priced and need volume (at least 250). Does California require KBA compliant e-signature. Use Lacerte software.

The last firm I left before I went out on my own was using Right Signature. It was fairly affordably priced vs. docusign and the other name brands.

I use right signature. It seems like 4 in 5 typically pass the KBA test, which is a pain. I’ve often wondered if this is the same across all providers or if RS sucks worse by comparison.

I use right signature. It seems like 4 in 5 typically pass the KBA test, which is a pain. I’ve often wondered if this is the same across all providers or if RS sucks worse by comparison.

One thing we were given advice on is to ensure that the client's middle initial is in their name.

I likewise use RS and I would guess that about 6 in 7 (or 8 in 9) will work without issue.

I use the KBA built in to Drake software.

There's KBA built into Drake software? I assume you mean by using Drake Portals? Because, otherwise, I am missing out on a valuable benefit.

Drake requires the purchase of a device to capture the signature.

Cathy, my understanding is that the device is only necessary if you are getting an electronic signature in person, much like you might sign for an in-store purchase. If a client comes to my office to sign, I get them to sign a hard copy. I do not want something as important as a signed 8879 residing solely on a computer that may get corrupted.

Drake requires the purchase of a device to capture the signature.

No they don't. You can do it all through the Drake portal.

There's KBA built into Drake software? I assume you mean by using Drake Portals? Because, otherwise, I am missing out on a valuable benefit.

Yes, I meant Drake portal. I really like the e-sign option - my clients fine it easy and convenient.

I will be using SafeSend. Not the least expensive option, but nearly 100% of the verifications stick and there's no portal to contend with.

I use the e-signature option in Proseries and Canopy.

Rightsignature works well. It's about $720 per year, unlimited (if you pay annually). I get about a 90% or more success rate. The ones that fail are likely failures regardless of software provider.

You can use DocuSign and create templates. It is pretty efficient, IMO.

I use TaxDome. Very few failures, overall. I can count them on two hands in three tax seasons with DocuSign and then TaxDome.