Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Currently when a taxpayer signs an engagement letter it also shows the blank lines for the spouse's signature. The button options at the bottom of the screen are "Delegate to someone else" or "Finish". Many of our clients think "Finish" means both have signed the letter, and clicking this button will lock the document and not allow the spouse to sign. Changing the wording on the "Finish" button to "Send to spouse for signature" and then including a "Submit to tax preparer" button on the spouse's screen seems more straightforward. 



1 comment
  • Hi Amy, 

    Thank you for providing this feedback! We certainly see why changing this verbiage would be a beneficial way of improving these steps. We will pass this information along to our product team to consider against our current roadmap!

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