Financial Cents E-Signature
in progress
S
Shahram Zarshenas
Instead of integrating with other e-signature platforms, create an e-signature feature directly within Financial Cents.
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Amanda Aparicio
marked this post as
in progress
R
Robert McGee
Amanda Aparicio need beta testers yet? :)
Amanda Aparicio
Robert McGee: not yet! But I've added your name to the beta tester list if we decide to do a private beta before release!
K
Kyle Hauenstein
please please please have templates. if possible pull info from the client profile when the e-sign file is created.
the extra mile is if i can upload a standard pdf and the app will know where the fields are required by default. I repeatedly generated efile auth forms. they generated from my software and the structure doesn't change between clients. the financial numbers do.
even better if i can load the data via an api. i could use a template auth form and load the data and send to the client.
Amanda Aparicio
marked this post as
planned
C
Christopher Baldi
THIS IS NECESSARY! so much wasted time and money walking clients through all the issues!
G
Greg Scholten
Happy to beta test if needed
V
Vicki Henry
I'll beta if needed
Z
Zee Marie
Happy to beta test if you need it. :-D
K
Knight Lancaster
We are 15 days from the tax deadline and Adobe signature integration with KBA does not work.
Even when it did work, maybe half my clients complete it without error.
Edit 110 minutes of customer support help later... no support was provided except:
- telling me not to use the product
- telling me to contact adobe using a method I don't have.
- telling me AFTER 110 MINUTES of wasting my time that they will now escalate the problem to their dev team.
- at the 90+ minute mark one of the full responses was "Oh, I see. And you have to send the document as KBA?" ... why yes, obviously I wouldn't waste 90 minutes with customer support for something optional.
Full chat log attached (yes I'm beyond mad about this). I've never seen customer service this bad. It's one thing to be slow but right, it's another to waste 110 minutes of my time before even involving the actual people who know how to fix the issue.
Amanda Aparicio
marked this post as
under review
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