Signatures: Troubleshooting

Here, we'll provide solutions to potential problems you may encounter when using our signatures feature, ensuring a seamless experience for you and your clients.

Covered here: 

• I can’t request a signature
• The signature field is not appearing for one of the contacts (for a married couple account)
• "Unfortunately, there are no questions available to verify your identity for the social security number provided"
• How does someone sign a document/proposal as a POA for a client?

I can’t request a signature

If you ever find yourself unable to request a signature from a client, it's likely because you uploaded a document to the folder with an incorrect access level. To resolve this issue, follow these steps:

1. Navigate to the Docs tab for your selected client.
2. Locate the document for which you want to request a signature.
3. Click on the three dots located to the far right and choose Move.
4. Select a folder with the Client can view access and click Move.
5. Once you've moved the document to the appropriate folder, find it there, click on the three dots again, and select Request signature.

Now you can easily resolve the issue of being unable to request the signature from a client. 

The signature field is not appearing for one of the contacts (for a married couple account)

When spouses share a computer to access TaxDome and save their login credentials, it is essential to handle document signatures correctly to avoid confusion. Typically, you add a signature field for each contact and send documents accordingly. However, a common issue arises when one spouse logs in with the other's saved credentials, signs the document and saves it. When the other spouse tries to log in, they don't see the signature field, resulting in confusion.

To check the signature status, follow these steps:

1. Go to the client's account in TaxDome and click on the Docs tab.
2. Select the Signatures subtab.
3. Hover your mouse over the status of the document to see which email address has been used for signing and which is still pending.
4. If one spouse has already signed the document using their email address, the other spouse's email address will appear as Pending.

In this case, the client won't be able to add their signature because the signature field has already been completed. You can tell them to log into the correct account and sign their fields or start the signing process from the beginning.

"Unfortunately, there are no questions available to verify your identity for the social security number provided"

If your clients encounter the error message: " Unfortunately, there are no questions available to verify your identity for the social security number provided," it means that our KBA provider couldn't gather enough data from credit bureaus or public records to create the required set of five questions based on the SSN you provided. This typically occurs when your clients' financial activity hasn't been substantial enough in the public eye to generate the verification questionnaire.

As of now, there isn't a direct workaround for this issue. To provide a compliant e-signature remotely, clients may need to follow these steps:

1. Print the required forms.
2. Sign the printed forms by hand.
3. Scan the signed forms back into the system.

This process allows them to provide their signature while adhering to the necessary compliance standards, despite the SSN verification error.

How does someone sign a document/proposal as a POA for a client?

In case of the client's death or disability, you can make a POA (power of attorney) to sign on behalf of your client. To do so:

1. Add the POA as a contact within the client account.

2. Make sure signatory authority is enabled for the contact.