Lacerte Tax Idea Exchange
Submitted by Lturpin13 on 05-07-2025 07:35 AMWhen we (the client and us) get the completed docusign notification back email the Subject line and in the body reads: "Completed: Action needed by (Name of Client): Please sign your tax documents." It is confusing for some clients because it reads as more action is needed by them. My suggestion is to have it just read "E-Signature Completed by (Client's Name)" in the subject line and in the body.
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