E-signature and Manual signing controls
An agent is authorized to access the client’s tax return that has been electronically signed. In this guide: Download Signed copy Set up Notification F...
Wed, 23 Apr, 2025 at 8:09 AM
Once the client completed signing the form, they will get an email confirming that they have been signed the form. Note: For Microsoft account as SMTP pr...
Wed, 23 Apr, 2025 at 8:08 AM
Question: The client cannot sign the eisgnature request (ie client is using a MAC and it restricts and treated as a virus) Solution: Step 1: Ask a team m...
Wed, 23 Apr, 2025 at 8:13 AM
This guide outlines the process for changing the e-signature authenticator for a single/certain client only. If the agent intends to apply a general e-signa...
Thu, 19 Dec, 2024 at 9:25 AM
Note that, the system picks up the first attempt date in sending the E-Signature request. Even if the agent re-sent the esign request, the "Dashboard&q...
Mon, 24 Oct, 2022 at 8:41 AM
Usually LodgeiT doesn't have issues with message delivery, however there is a chance that it's considered as spam so the email could get got to Junk...
Thu, 31 Oct, 2024 at 9:38 AM
There are several factors that affect the success of recalling an email, such as whether the recipient has already opened it and how much time has passed si...
Wed, 23 Apr, 2025 at 7:07 AM
LodgeiT uses signatory's contact details to send e-signature (via Client's Settings) The default details are the information from the "Contact...
Mon, 21 Jul, 2025 at 11:38 AM