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KBA e-signature

Key tips and advice the working tax pro can use.
#1
Posts:
160
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:
814
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:
269
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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814
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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1901
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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:
418
Joined:
17-Oct-2018 10:46am
Location:
Colorado (CO)
I use the KBA built in to Drake software.
 

#7
Posts:
2998
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
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3233
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21-Apr-2014 9:41am
Location:
Suburb of Chicago
Drake requires the purchase of a device to capture the signature.
Cathy
CathysTaxes
 

#9
Posts:
2998
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.
 

#10
CO CPA  
Posts:
418
Joined:
17-Oct-2018 10:46am
Location:
Colorado (CO)
CathysTaxes wrote:Drake requires the purchase of a device to capture the signature.


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

#11
CO CPA  
Posts:
418
Joined:
17-Oct-2018 10:46am
Location:
Colorado (CO)
SumwunLost wrote: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.
 

#12
Posts:
4945
Joined:
22-Apr-2014 3:06pm
Location:
WA State
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.
~Captcook
 

#13
Posts:
3
Joined:
17-Sep-2022 7:30am
Location:
Maryland
I use the e-signature option in Proseries and Canopy.
 

#14
Posts:
5
Joined:
23-Oct-2018 2:59pm
Location:
Hawaii
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.
 

#15
Posts:
2535
Joined:
21-May-2018 7:50am
Location:
A Shark on a Cash Reef!
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.
 


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