Community Ideas
Submitted by Scasotti on 06-12-2023 10:09 AMI would like to see an option to add to the main screen where we can select if a clients prefers to utilize Docusign or has utilized Docusign in the past. Not all clients like to sign electronically (and honestly it can get some clients worked up or upset if you send a request and they aren't very tech savvy), but there is no good way within Lacerte to track that history or preferences for future tax years.
Find more ideas labeled with