richard130 Posted February 24, 2021 Report Share Posted February 24, 2021 My first time trying to use the esign feature in ATX. I looked at the support and that says how to initiate an eSign. But when I do that, the client never gets anything to sign. When I set up a return for eSign, ATX says "sending to the provider" and that is the last I hear of it. Anybody got any suggestions? Quote Link to comment Share on other sites More sharing options...
Yardley CPA Posted February 24, 2021 Report Share Posted February 24, 2021 I have used eSign for the first time this year through ATX. While it's a nice feature and has worked well the few times I've used it, it can be a heck of a lot better. As far as I know, there is no way to customize what is sent to the client. After you click the eSign tab and go through a couple quick questions, the process is taken over by ATX. ATX (or Docusign) sends the client a confirmation email that ensures the client authenticates themselves. Once authenticated, the client is provided with a copy of the return and signature forms. I receive a confirmation email that the documents were sent to the client. I also receive an email once the documents are signed and read for my review. I don't recall ever setting up any type of account to use eSign...I simply pressed the tab. Feedback from my clients have been positive. I wish there was a way to send engagement letters or additional documents as well. Maybe do a live chat with an ATX rep and see if they can assist you...or give support a call. Quote Link to comment Share on other sites More sharing options...
Lion EA Posted February 24, 2021 Report Share Posted February 24, 2021 I accepted the defaults. But you can go to your account in AssureSign.net and upload a logo and do a lot of customization. I just changed the colors from blue to green. 1 1 Quote Link to comment Share on other sites More sharing options...
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