LodgeiT

Question: How to cancel sent e-signature?  Answer: 1st Option: The form  with "Out to Sign" status means that the form sent for esign to your cli...

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An agent is authorized to access the client’s tax return that has been electronically signed. In this guide: Download Signed copy  Set up Notification F...

Once the client completed signing the form, they will get an email confirming that they have been signed the form. Note: For Microsoft account as SMTP pr...

Question: The client cannot sign the eisgnature request (ie client is using a MAC and it restricts and treated as a virus) Solution:  Step 1: Ask a team m...

This guide outlines the process for changing the e-signature authenticator for a single/certain client only. If the agent intends to apply a general e-signa...

Note that, the system picks up the first attempt date in sending the E-Signature request. Even if the agent re-sent the esign request, the "Dashboard&q...

Usually LodgeiT doesn't have issues with message delivery, however there is a chance that it's considered as spam so the email could get got to Junk...

There are several factors that affect the success of recalling an email, such as whether the recipient has already opened it and how much time has passed si...