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KBA e-signature

Key tips and advice the working tax pro can use.
#1
Posts:
159
Joined:
2-Mar-2015 6:13pm
Location:
CALIFORNIA (CA)
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.
 

#2
Posts:
734
Joined:
3-Sep-2021 4:01pm
Location:
OH
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.
 

#3
MWEA  
Posts:
264
Joined:
8-Feb-2018 7:37pm
Location:
Minnesota
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.
 

#4
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734
Joined:
3-Sep-2021 4:01pm
Location:
OH
MWEA wrote: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.
 

#5
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1790
Joined:
24-Jan-2019 2:16pm
Location:
Shark on a Cash Reef
I likewise use RS and I would guess that about 6 in 7 (or 8 in 9) will work without issue.
 

#6
CO CPA  
Posts:
382
Joined:
17-Oct-2018 10:46am
Location:
Colorado (CO)
I use the KBA built in to Drake software.
 

#7
Posts:
2865
Joined:
21-Apr-2014 11:24am
Location:
North Carolina
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.
 

#8
CathysTaxes  
Moderator
Posts:
3197
Joined:
21-Apr-2014 9:41am
Location:
Suburb of Chicago
Drake requires the purchase of a device to capture the signature.
Cathy
CathysTaxes
 

#9
Posts:
2865
Joined:
21-Apr-2014 11:24am
Location:
North Carolina
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.
 


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