Embedded e-signature instead of Adobe integration
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Shahram Zarshenas
The Adobe e-signature is complicated and has issues. Also, they have to pay extra for it. We should provide a seperate e-signature option that is embbeded into our app - https://www.pandadoc.com/api/
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Steve Nay
I would really love this. I run a tax practice. The bulk of my KBA e-signature needs are on the 8879, which I run through ProConnect. But occasionally I need standalone 2848/8821 KBA signatures, and I'd love to do those through Financial Cents.
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Merged in a post:
Please build out your own e-signature option
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Patrick McNamara
Hello, While the Client portal is super user friendly, I have approx. 1 in 5 clients who are successful in completing the signature task, the other 4 out of 5 clients have major issues and cannot figure it out. Having this integrated into Financial Cents would really help those clients who are not tech savvy. Especially since the current Adobe link expires in 30 min!
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Noelle Heddle
Yes times 1million! With KBA!