Scasotti

I 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.

Status: New
0 Votes
Vote now if this is a good idea