Jump to content
ATX Community

Can't get eSign to work in ATX

Recommended Posts

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?

Link to post
Share on other sites

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.  

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    No registered users viewing this page.

  • Create New...