Improve Taxpayer Signing Confirmations

Improve the confirmation of completion and next steps for taxpayers. Many reports of taxpayer either unsure if they completed the signing or when the return will be forwarded to the spouse. Once signing is completed for all parties, the email confirmation currently leaves an air of doubt for whether the CPA firm has received the signed documents.

Improved communication to taxpayer that the spouse will receive AFTER the taxpayer has completed their signing portion, with a confirmation email/pop-up that it is now being forwarded to spouse would go a long way to improving the experience.



1 comment
  • Official comment

    Thank you for the suggestion! We can certainly see why improving this step in the signing process would be helpful for taxpayers. This has been submitted to our Product and Development teams for review.  If this feature is added, we will be sure to post it in our release notes section for the product type. 

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